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Simon Property Group
SPG

Overview Fund Activity

783 hedge funds and large institutions have $49.9B invested in Simon Property Group in 2018 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 288 increasing their positions, 267 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
783
Holders Change
+50
Holders Change %
+6.82%
% of All Funds
17.47%
Holding in Top 10
31
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.43%
% of All Funds
0.69%
New
115
Increased
288
Reduced
267
Closed
60
Calls
$157M
Puts
$332M
Net Calls
-$175M
Net Calls Change
-$22.2M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$717M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$224M
3
Swedbank
Swedbank
Sweden
+$160M
4
BlackRock
BlackRock
New York
+$128M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$90.7M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$791M
2
BC
Brookfield Corp
Ontario, Canada
-$226M
3
Morgan Stanley
Morgan Stanley
New York
-$215M
4
Principal Financial Group
Principal Financial Group
Iowa
-$190M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
-$173M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
701
Ferris Capital
Massachusetts
$37K -$1.17K -7 -3%
WANY
702
Wealthspire Advisors (New York)
New York
$37K +$37K +221 New
BBHC
703
Brown Brothers Harriman & Co
New York
$35K +$35K +207 New
LC
704
Lindbrook Capital
California
$35K +$35K +212 New
OSNBOA
705
Old Second National Bank of Aurora
Illinois
$34K – – –
AWM
706
AllSquare Wealth Management
New York
$34K – – –
PFBT
707
Parkside Financial Bank & Trust
Missouri
$30K +$2.87K +17 +11%
LFA
708
Legacy Financial Advisors
Kentucky
$29K -$4.64K -28 -14%
BWM
709
BerganKDV Wealth Management
Minnesota
$29K +$169 +1 +0.6%
CB
710
Community Bank
New York
$28K +$28K +167 New
FPS
711
Fieldpoint Private Securities
Connecticut
$26K – – –
FCA
712
FinTrust Capital Advisors
South Carolina
$26K – – –
AP
713
Atwood & Palmer
Missouri
$26K – – –
RWA
714
Ropes Wealth Advisors
Massachusetts
$26K – – –
JG
715
Jefferies Group
New York
$25K -$4.51M -27,070 -99%
EARNEST Partners
716
EARNEST Partners
Georgia
$25K – – –
CAC
717
Certified Advisory Corp
Florida
$25K +$333 +2 +1%
AC
718
Avestar Capital
New York
$25K +$4.79K +32 +24%
CIAS
719
Capital Investment Advisory Services
North Carolina
$25K +$25K +150 New
CFG
720
Citizens Financial Group
Rhode Island
$23K – – –
BAM
721
Bruderman Asset Management
New York
$23K +$23K +134 New
NIM
722
NuWave Investment Management
New Jersey
$22K -$53.6K -314 -71%
ONST
723
Old North State Trust
North Carolina
$21K +$164 +1 +0.8%
TFO
724
Tarbox Family Office
California
$20K – – –
CFA
725
Clarfeld Financial Advisors
New York
$20K +$20K +120 New
27 28
29
30 31