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Simon Property Group
SPG

Overview Fund Activity

898 hedge funds and large institutions have $37.3B invested in Simon Property Group in 2021 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 335 increasing their positions, 286 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
898
Holders Change
+58
Holders Change %
+6.9%
% of All Funds
15.68%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.38%
New
131
Increased
335
Reduced
286
Closed
65
Calls
$684M
Puts
$1.05B
Net Calls
-$367M
Net Calls Change
-$34.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$208M
2
Cohen & Steers
Cohen & Steers
New York
+$158M
3
Ameriprise
Ameriprise
Minnesota
+$141M
4
Parnassus Investments
Parnassus Investments
California
+$119M
5
CIM
Centersquare Investment Management
Pennsylvania
+$86.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$339M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$170M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$129M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$125M
5
Capital World Investors
Capital World Investors
California
-$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFO
701
Boston Family Office
Massachusetts
$228K +$228K +1,749 New
CG
702
Caprock Group
Idaho
$228K +$228K +1,751 New
HCM
703
Hutchinson Capital Management
California
$225K +$225K +1,724 New
TC
704
TAP Consulting
Missouri
$224K -$136K -1,041 -38%
GLA
705
Good Life Advisors
Pennsylvania
$222K -$12K -92 -5%
PWM
706
Perigon Wealth Management
California
$221K +$221K +1,694 New
DWT
707
Dorsey & Whitney Trust
South Dakota
$219K +$219K +1,677 New
BP
708
Ballentine Partners
Massachusetts
$217K +$217K +1,663 New
EMG
709
Ellington Management Group
Connecticut
$216K +$216K +1,658 New
BIA
710
Barry Investment Advisors
Massachusetts
$213K +$213K +1,630 New
ZCM
711
Ziegler Capital Management
Illinois
$212K +$212K +1,623 New
LIA
712
LS Investment Advisors
Michigan
$211K -$719K -5,512 -77%
TC
713
TownSquare Capital
Utah
$211K +$211K +1,656 New
AC
714
Avestar Capital
New York
$210K +$210K +1,606 New
EWM
715
Empirical Wealth Management
Washington
$210K +$210K +1,611 New
DAC
716
Dividend Assets Capital
South Carolina
$209K – – –
OGC
717
Oak Grove Capital
New Hampshire
$209K +$209K +1,600 New
MW
718
Marcum Wealth
Ohio
$207K +$207K +1,583 New
RC
719
Rovin Capital
Arizona
$204K +$204K +1,562 New
MA
720
Mutual Advisors
Nebraska
$203K +$203K +1,559 New
BC
721
Burleson & Co
California
$201K – – –
IAP
722
Indie Asset Partners
Indiana
$201K +$201K +1,538 New
AssetMark Inc
723
AssetMark Inc
California
$196K -$105K -802 -35%
BCA
724
Berman Capital Advisors
Georgia
$194K +$31.7K +245 +20%
ANBT
725
American National Bank & Trust
Texas
$192K +$37.1K +285 +24%
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