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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
ACA
751
Atlas Capital Advisors
Wyoming
$154K +$104K +797 +206%
PWM
752
Prentice Wealth Management
New York
$152K +$1.3K +10 +0.9%
CI
753
Clal Insurance
Israel
$144K -$29.5K -227 -17%
ED
754
Exane Derivatives
France
$137K -$48.3K -371 -26%
AWM
755
Activest Wealth Management
Florida
$131K
AFG
756
Albion Financial Group
Utah
$130K
BEI
757
Benjamin Edwards Inc
Missouri
$130K
FGAM
758
Financial Gravity Asset Management
Texas
$130K +$390 +3 New
VC
759
Vestor Capital
Illinois
$130K +$130K +1,000 New
SOW
760
State of Wyoming
Wyoming
$126K +$78.5K +603 +166%
M
761
MOTCO
Texas
$118K
MHR
762
Matthew Hamilton Rosenberg
$112K +$6.64K +51 +6%
FMII
763
Farmers & Merchants Investments Inc
Nebraska
$109K +$45.8K +352 +72%
PCG
764
Private Capital Group
Connecticut
$106K -$2.6K -20 -2%
CTC
765
Central Trust Company
Missouri
$106K
CFB
766
Cullen/Frost Bankers
Texas
$105K
FRA
767
Front Row Advisors
California
$104K
HI
768
Hoey Investments
Pennsylvania
$101K +$52.1K +400 +107%
VCM
769
Versant Capital Management
Arizona
$99K
GKWIM
770
Gerber Kawasaki Wealth & Investment Management
California
$95K +$95.4K +733 New
LC
771
Lindbrook Capital
California
$94K +$3.38K +26 +4%
ZB
772
Zions Bancorporation
Utah
$94K +$66K +507 +233%
SAI
773
Systematic Alpha Investments
New Jersey
$90K +$79.9K +614 New
EI
774
Ellevest Inc
New York
$89K +$2.47K +19 +3%
CI
775
CX Institutional
Indiana
$89K +$8.46K +65 +11%

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.