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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
IAN
726
Integrated Advisors Network
Texas
$222K -$481K -3,695 -68%
S
727
Seeyond
France
$222K -$373K -2,866 -63%
GLA
728
Good Life Advisors
Pennsylvania
$221K
CW
729
CreativeOne Wealth
Kansas
$219K -$13.3K -102 -6%
DWT
730
Dorsey & Whitney Trust
South Dakota
$218K
EH
731
EMG Holdings
Connecticut
$214K +$216K +1,658 New
CSIC
732
Clifford Swan Investment Counsel
California
$213K +$186K +1,427 New
MCP
733
Mirador Capital Partners
California
$213K +$214K +1,642 New
FFG
734
Ford Financial Group
California
$210K +$207K +1,590 +5,300%
IAIM
735
International Assets Investment Management
Florida
$209K -$32.8K -252 -14%
AC
736
Avestar Capital
New York
$209K
DAC
737
Dividend Assets Capital
South Carolina
$208K
CIP
738
Convergence Investment Partners
Florida
$207K -$135K -1,039 -39%
HVIA
739
Hudson Valley Investment Advisors
New York
$206K +$206K +1,583 New
RC
740
Rovin Capital
Arizona
$204K +$1.43K +11 +0.7%
KFS
741
Kaizen Financial Strategies
California
$203K +$203K +1,561 New
BC
742
Burleson & Co
California
$200K
ICA
743
Infrastructure Capital Advisors
New York
$200K +$195K +1,501 New
WT
744
Washington Trust
Rhode Island
$189K
HIA
745
Harbor Investment Advisory
Maryland
$182K +$6.64K +51 +4%
HI
746
Harbour Investments
Wisconsin
$175K +$30.3K +233 +21%
NICM
747
Neo Ivy Capital Management
New York
$175K +$333K +2,562 New
KA
748
Kozak & Associates
Colorado
$169K +$132K +1,014 New
FCM
749
Firestone Capital Management
Florida
$167K
LIM
750
Longfellow Investment Management
Massachusetts
$164K

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.