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Simon Property Group

915 hedge funds and large institutions have $37.2B invested in Simon Property Group in 2021 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 371 increasing their positions, 301 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 77

23% more repeat investments, than reductions

Existing positions increased: 371 | Existing positions reduced: 301

14% more funds holding in top 10

Funds holding in top 10: 2225 (+3)

1% more funds holding

Funds holding: 905915 (+10)

0.34% less ownership

Funds ownership: 87.65%87.3% (-0.34%)

0% less capital invested

Capital invested by funds: $37.4B → $37.2B (-$161M)

30% less call options, than puts

Call options by funds: $810M | Put options by funds: $1.16B

Holders
915
Holders Change
+10
Holders Change %
+1.1%
% of All Funds
16.02%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.44%
New
98
Increased
371
Reduced
301
Closed
77
Calls
$810M
Puts
$1.16B
Net Calls
-$355M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
ACI
51
AMP Capital Investors
Australia
$109M -$30M -230,739 -22%
UBS Group
52
UBS Group
Switzerland
$104M +$32M +246,114 +44%
AAMU
53
APG Asset Management US
New York
$101M -$10.3M -79,500 -10%
CCM
54
Candlestick Capital Management
Connecticut
$97.5M +$52.1M +400,000 +114%
ACM
55
Adelante Capital Management
California
$96.8M +$11.3M +86,806 +13%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$95.4M +$299K +2,294 +0.3%
Fidelity International
57
Fidelity International
Bermuda
$90.5M +$22.6M +173,288 +33%
Asset Management One
58
Asset Management One
Japan
$90.3M -$6.63M -50,908 -7%
Citigroup
59
Citigroup
New York
$90.1M -$18M -138,653 -17%
Neuberger Berman Group
60
Neuberger Berman Group
New York
$89.9M +$5.27M +40,491 +6%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$87.1M +$320K +2,456 +0.4%
SO
62
STRS Ohio
Ohio
$80.8M -$483K -3,710 -0.6%
Amundi
63
Amundi
France
$79.2M +$13.7M +105,069 +21%
Barclays
64
Barclays
United Kingdom
$78.1M -$66.2M -508,332 -46%
Retirement Systems of Alabama
65
Retirement Systems of Alabama
Alabama
$77.6M +$32.7M +251,097 +73%
Holocene Advisors
66
Holocene Advisors
New York
$75.4M -$29M -222,990 -28%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$74.9M -$1.7M -13,049 -2%
SEI Investments
68
SEI Investments
Pennsylvania
$74.7M -$5.65M -43,436 -7%
National Pension Service
69
National Pension Service
South Korea
$71.8M +$6.08M +46,727 +9%
Aberdeen Group
70
Aberdeen Group
United Kingdom
$71.4M -$5.75M -44,165 -7%
Wellington Management Group
71
Wellington Management Group
Massachusetts
$70.7M -$3.41M -26,222 -5%
ZP
72
Zimmer Partners
New York
$68.8M -$22.2M -170,900 -24%
State of Tennessee, Department of Treasury
73
State of Tennessee, Department of Treasury
Tennessee
$67.4M -$36.7M -282,175 -35%
Allianz Asset Management
74
Allianz Asset Management
Germany
$66.9M +$42.3M +324,892 +171%
Ohio Public Employees Retirement System (OPERS)
75
Ohio Public Employees Retirement System (OPERS)
Ohio
$66.9M -$15.2M -116,412 -18%

SPG Hedge Fund Activity: Q3 2021 in Review

915 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q3 2021, worth a combined $37.2B — down 0.43% from $37.4B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new SPG positions and 77 closed out — a net gain of 21 holders — while 371 added to existing stakes and 301 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $162M. The largest seller was PGGM Investments, cutting an estimated $177M.

  • 915 institutional investors held Simon Property Group (SPG) as of Q3 2021, up from 905 in Q2 2021.
  • Funds reported $37.2B of Simon Property Group stock for Q3 2021, down 0.43% quarter-over-quarter.
  • 98 funds opened new Simon Property Group positions in Q3 2021 and 77 closed out, a net change of +21 holders.
  • The largest Simon Property Group buyer in Q3 2021 was Cohen & Steers, an estimated $162M added.
  • The largest Simon Property Group seller in Q3 2021 was PGGM Investments, an estimated $177M sold.

Based on aggregated 13F filings for Q3 2021.