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Simon Property Group
SPG

Overview Fund Activity

690 hedge funds and large institutions have $52.2B invested in Simon Property Group in 2017 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 221 increasing their positions, 248 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
690
Holders Change
+37
Holders Change %
+5.67%
% of All Funds
15.67%
Holding in Top 10
38
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.57%
% of All Funds
0.86%
New
103
Increased
221
Reduced
248
Closed
60
Calls
$348M
Puts
$595M
Net Calls
-$247M
Net Calls Change
+$44.4M

Top Buyers

1
BC
1
Brookfield Corp
Ontario, Canada
$591M
2
Capital World Investors
2
Capital World Investors
California
$3.85B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$348M
4
NMIMC
4
Northwestern Mutual Investment Management Company
Wisconsin
$127M
5
AAMU
5
Amundi Asset Management US
Massachusetts
$99.4M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.89B
2
CIMLRA
2
CBRE Investment Management Listed Real Assets
Pennsylvania
$652M
3
Invesco
3
Invesco
Georgia
$1.08B
4
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$650M
5
Goldman Sachs
5
Goldman Sachs
New York
$557M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFPW
726
BOK Financial Private Wealth
Colorado
– -$375K -2,331 Closed
CCM
727
CrestPoint Capital Management
Missouri
– -$354K -2,200 Closed
SB
728
Suntrust Banks
Georgia
– -$345K -2,146 Closed
HTHT
729
Hemenway Trust Hemenway Trust
New Hampshire
– -$343K -2,129 Closed
HWA
730
HCR Wealth Advisors
California
– -$334K -2,071 Closed
APP
731
Avantax Planning Partners
Iowa
– -$280K -1,741 Closed
AIM
732
Achmea Investment Management
Netherlands
– -$261K -1,628 Closed
LFAS
733
Level Four Advisory Services
Texas
– -$239K -1,487 Closed
PTC
734
Private Trust Company
Ohio
– -$235K -1,462 Closed
UAS
735
United Asset Strategies
New York
– -$227K -1,410 Closed
LCS
736
Levin Capital Strategies
New York
– -$227K -1,408 Closed
SAS
737
Stelac Advisory Services
New York
– -$223K -1,385 Closed
SQA
738
Simon Quick Advisors
New Jersey
– -$215K -1,338 Closed
AFP
739
Ausdal Financial Partners
Iowa
– -$204K -1,265 Closed
NFG
740
Next Financial Group
Texas
– -$94K -562 Closed
TF
741
Tompkins Financial
New York
– -$59K -364 Closed
GBT
742
Grove Bank & Trust
Florida
– -$30K -185 Closed
CAL
743
Capital Advisors Ltd
Ohio
– -$28K -171 Closed
SNT
744
Security National Trust
West Virginia
– -$19K -120 Closed
KF
745
Krilogy Financial
Missouri
– -$16K -100 Closed
MFW
746
Mosaic Family Wealth
Missouri
– -$14K -90 Closed
ACM
747
Armbruster Capital Management
New York
– -$10K -60 Closed
AC
748
Alexandria Capital
Virginia
– -$9K -57 Closed
TDC
749
Thompson Davis & Co
Virginia
– -$9K -55 Closed
HT
750
Heritage Trust
Oklahoma
– -$5K -28 Closed
27 28 29
30
31