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Simon Property Group
SPG

Overview Fund Activity

712 hedge funds and large institutions have $51.1B invested in Simon Property Group in 2018 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 252 increasing their positions, 266 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
712
Holders Change
+22
Holders Change %
+3.19%
% of All Funds
16.32%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.85%
New
78
Increased
252
Reduced
266
Closed
53
Calls
$299M
Puts
$362M
Net Calls
-$62.6M
Net Calls Change
+$12.9M

Top Buyers

1
BC
Brookfield Corp
Ontario, Canada
$615M
2
Bank of America
Bank of America
North Carolina
$981M
3
Deutsche Bank
Deutsche Bank
Germany
$731M
4
Capital Research Global Investors
Capital Research Global Investors
California
$227M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$1.05B

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$6.94B
2
EVM
Eaton Vance Management
Massachusetts
$157M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$503M
4
Morgan Stanley
Morgan Stanley
New York
$1.31B
5
LIMS
Lasalle Investment Management Securities
Maryland
$508M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGAM
701
Financial Gravity Asset Management
Texas
$5K +$5K +29 New
JFA
702
JNBA Financial Advisors
Minnesota
$4K – – –
CIA
703
CSat Investment Advisory
Michigan
$4K +$4K +21 New
CHP
704
Cable Hill Partners
Oregon
$3K – – –
TL
705
TrueWealth LLC
Georgia
$3K -$2K – –
CWA
706
Clarus Wealth Advisors
Arizona
$3K +$3K +17 New
CFC
707
Coyle Financial Counsel
Illinois
$3K +$3K +18 New
GBBWRPM
708
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$2K – – –
VCM
709
Versant Capital Management
Arizona
$2K – – –
SFM
710
Signet Financial Management
New Jersey
$2K – – –
OSAM
711
O'Shaughnessy Asset Management
Connecticut
$2K – – –
GWS
712
Glassman Wealth Services
Virginia
$2K +$1.09K +6 +120%
KTC
713
Kistler-Tiffany Companies
Pennsylvania
$2K +$2K +13 New
SQA
714
Simon Quick Advisors
New Jersey
$2K +$2K +16 New
NIM
715
NuWave Investment Management
New Jersey
$1K -$685K -2,054 -100%
TFA
716
Transamerica Financial Advisors
Florida
$1K -$6.5K -13 -87%
RA
717
Rational Advisors
New York
$1K -$3.67K -11 -79%
WTB
718
Washington Trust Bank
Washington
$1K – – –
SFG
719
SevenBridge Financial Group
Pennsylvania
$1K +$1K +7 New
NA
720
NewEdge Advisors
Louisiana
$246 -$28 -163 -10%
FTI
721
Fiduciary Trust International
Massachusetts
– -$63.4M -410,760 Closed
Two Sigma Investments
722
Two Sigma Investments
New York
– -$13M -84,221 Closed
CC
723
Carlson Capital
Texas
– -$10.8M -70,075 Closed
IOOF
724
Independent Order of Foresters
Ontario, Canada
– -$9.64M -62,460 Closed
Voloridge Investment Management
725
Voloridge Investment Management
Florida
– -$9.3M -60,256 Closed
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