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Simon Property Group
SPG

Overview Fund Activity

769 hedge funds and large institutions have $48.1B invested in Simon Property Group in 2019 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 294 increasing their positions, 295 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
769
Holders Change
-34
Holders Change %
-4.23%
% of All Funds
16.73%
Holding in Top 10
23
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25.81%
% of All Funds
0.5%
New
71
Increased
294
Reduced
295
Closed
94
Calls
$142M
Puts
$601M
Net Calls
-$459M
Net Calls Change
-$71.2M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
+$379M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$367M
3
Capital World Investors
Capital World Investors
California
+$340M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$271M
5
State Street
State Street
Massachusetts
+$158M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$224M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$137M
3
Morgan Stanley
Morgan Stanley
New York
-$127M
4
BlackRock
BlackRock
New York
-$120M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
TJHA
751
Thomas J. Herzfeld Advisors
Florida
$6K -$1.67K -10 -22%
BWM
752
Baystate Wealth Management
Massachusetts
$6K – – –
JFGIW
753
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K – – –
UB
754
UMB Bank
Missouri
$5.87K +$255 +1,593 +5%
AIS
755
Accurate Investment Solutions
Pennsylvania
$5K +$3.39K +21 +210%
RE
756
RBC Europe
United Kingdom
$4.79K -$67.9K -425 -93%
W
757
WealthStone
Ohio
$4.15K +$4.15K +26 New
VNA
758
Valley National Advisers
Pennsylvania
$4K – – –
JFA
759
JNBA Financial Advisors
Minnesota
$4K – – –
TL
760
TrueWealth LLC
Georgia
$3K -$7K – –
TF
761
TimeScale Financial
Massachusetts
$3K +$3K +16 New
JCM
762
Jacobi Capital Management
Pennsylvania
$3K +$3K +19 New
LM
763
Lincluden Management
Ontario, Canada
$2.28K +$261 +1,635 +13%
CCM
764
Cribstone Capital Management
Maine
$2K -$2K -12 -50%
WAS
765
Winch Advisory Services
Wisconsin
$1K -$1.57K -11 -61%
VCM
766
Versant Capital Management
Arizona
$1K – – –
SFG
767
SevenBridge Financial Group
Pennsylvania
$1K – – –
CCM
768
Copeland Capital Management
Pennsylvania
$1K – – –
TFA
769
Transamerica Financial Advisors
Florida
$1K +$1K +2 New
GC
770
Globeflex Capital
California
$1K +$1K +9 New
WIM
771
Westside Investment Management
California
$8 +$8 +54 New
FTI
772
Fiduciary Trust International
Massachusetts
– -$63.4M -410,760 Closed
AIA
773
Avalon Investment & Advisory
Texas
– -$13.7M -75,275 Closed
QIM
774
Quantitative Investment Management
Virginia
– -$9.86M -54,100 Closed
IG
775
ING Group
Netherlands
– -$8.39M -46,017 Closed
29 30
31
32 33