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Simon Property Group
SPG

Overview Fund Activity

783 hedge funds and large institutions have $49.9B invested in Simon Property Group in 2018 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 288 increasing their positions, 267 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
783
Holders Change
+50
Holders Change %
+6.82%
% of All Funds
17.47%
Holding in Top 10
31
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.43%
% of All Funds
0.69%
New
115
Increased
288
Reduced
267
Closed
60
Calls
$157M
Puts
$332M
Net Calls
-$175M
Net Calls Change
-$22.2M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.06B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.35B
3
Swedbank
Swedbank
Sweden
$160M
4
BlackRock
BlackRock
New York
$5.25B
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$110M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$461M
2
BC
Brookfield Corp
Ontario, Canada
$297M
3
Morgan Stanley
Morgan Stanley
New York
$950M
4
Principal Financial Group
Principal Financial Group
Iowa
$829M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
$174M
Name Holding Trade Value Shares
Change 		Shares
Change %
QAM
776
QCI Asset Management
New York
$3K +$3K +18 New
VCM
777
Versant Capital Management
Arizona
$2K – – –
GWS
778
Glassman Wealth Services
Virginia
$2K +$429 +3 +27%
CCM
779
Copeland Capital Management
Pennsylvania
$2K +$2K +9 New
RFM
780
Royal Fund Management
Florida
$2K +$2K +13 New
APW
781
Acima Private Wealth
Virginia
$2K +$2K +13 New
NA
782
NewEdge Advisors
Louisiana
$1.02K +$769 +4,575 +311%
LWM
783
Lenox Wealth Management
Ohio
$1K -$3.67K -143 -79%
TFA
784
Transamerica Financial Advisors
Florida
$1K – – –
SFG
785
SevenBridge Financial Group
Pennsylvania
$1K – – –
WTB
786
Washington Trust Bank
Washington
$1K – – –
JCM
787
Jacobi Capital Management
Pennsylvania
$1K +$1K +4 New
PFO
788
Pathstone Family Office
New Jersey
$1K +$1K +5 New
WDL
789
Well Done LLC
Michigan
$1K +$1K +7 New
CC
790
Claybrook Capital
Massachusetts
$1K +$1K +7 New
Artisan Partners
791
Artisan Partners
Wisconsin
– -$52.6M -297,781 Closed
PS
792
Presima Securities
Quebec, Canada
– -$49.6M -280,700 Closed
Citadel Advisors
793
Citadel Advisors
Florida
– -$25.7M -145,529 Closed
CHP
794
Castle Hook Partners
New York
– -$17.4M -98,332 Closed
DG
795
Delek Group
Israel
– -$10.5M -60,000 Closed
CWM
796
Cornerstone Wealth Management
Missouri
– -$230K -36,975 Closed
QIM
797
Quantitative Investment Management
Virginia
– -$4.31M -24,400 Closed
WCA
798
Waratah Capital Advisors
Ontario, Canada
– -$4.29M -24,282 Closed
FSA
799
Financial Sense Advisors
California
– -$4.08M -23,062 Closed
RJFSA
800
Raymond James Financial Services Advisors
Florida
– -$3.97M -22,437 Closed
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