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Simon Property Group
SPG

Overview Fund Activity

766 hedge funds and large institutions have $45.7B invested in Simon Property Group in 2019 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 277 increasing their positions, 302 reducing their positions, and 83 closing their positions.

Holders
766
Holders Change
-3
Holders Change %
-0.39%
% of All Funds
16.82%
Holding in Top 10
18
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-21.74%
% of All Funds
0.4%
New
87
Increased
277
Reduced
302
Closed
83
Calls
$205M
Puts
$620M
Net Calls
-$415M
Net Calls Change
+$44.2M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.01B
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$209M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$353M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$585M
5
BPSG
5
Brookfield Public Securities Group
New York
$86.1M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$3.18B
2
Bank of America
2
Bank of America
North Carolina
$885M
3
Ameriprise
3
Ameriprise
Minnesota
$223M
4
HRES
4
Heitman Real Estate Securities
Illinois
$0
5
Principal Financial Group
5
Principal Financial Group
Iowa
$580M
Name Market Value Shares Shares
Change 		Shares
Change %
JFA
751
JNBA Financial Advisors
Minnesota
$4K 23 – –
CBT
752
Capital Bank & Trust
California
$4K 23 +23 New
PWP
753
Personal Wealth Partners
Minnesota
$4K 26 +26 New
JCM
754
Jacobi Capital Management
Pennsylvania
$3K 19 – –
BWM
755
Baystate Wealth Management
Massachusetts
$2K 13 -26 -67%
CCM
756
Cribstone Capital Management
Maine
$2K 12 – –
CWM
757
Cranbrook Wealth Management
Michigan
$2K 10 +10 New
BC
758
Barnett & Company
Tennessee
$2K 10 +10 New
SWM
759
Selective Wealth Management
Virginia
$2K 11 +11 New
LWM
760
Liberty Wealth Management
California
$2K 14 +14 New
UB
761
UMB Bank
Missouri
$1.11K 7,145 -29,577 -81%
GC
762
Globeflex Capital
California
$1K 9 – –
CCM
763
Copeland Capital Management
Pennsylvania
$1K 9 – –
VCM
764
Versant Capital Management
Arizona
$1K 12 – –
QAM
765
QCI Asset Management
New York
$1K 5 +5 New
AA
766
Advisory Alpha
Michigan
$584 4 +4 New
SWP
767
Strategic Wealth Partners
Ohio
$2 16 +16 New
HRES
768
Heitman Real Estate Securities
Illinois
– – -814,113 Closed
BC
769
Brookfield Corp
Ontario, Canada
– – -615,488 Closed
Millennium Management
770
Millennium Management
New York
– – -434,738 Closed
UH
771
Unigestion Holding
Switzerland
– – -264,190 Closed
MMH
772
Menora Mivtachim Holdings
Israel
– – -237,870 Closed
USAA
773
United Services Automobile Association
Texas
– – -216,969 Closed
N
774
Natixis
France
– – -198,497 Closed
Teacher Retirement System of Texas
775
Teacher Retirement System of Texas
Texas
– – -141,000 Closed
29 30
31
32 33