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Simon Property Group
SPG

Overview Fund Activity

803 hedge funds and large institutions have $54.4B invested in Simon Property Group in 2019 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 316 increasing their positions, 272 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
803
Holders Change
+20
Holders Change %
+2.55%
% of All Funds
17.41%
Holding in Top 10
31
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.67%
New
99
Increased
316
Reduced
272
Closed
71
Calls
$172M
Puts
$560M
Net Calls
-$388M
Net Calls Change
-$213M

Top Buyers

1
State Street
State Street
Massachusetts
$3.8B
2
Capital Research Global Investors
Capital Research Global Investors
California
$1.38B
3
Geode Capital Management
Geode Capital Management
Massachusetts
$1.04B
4
Capital World Investors
Capital World Investors
California
$3.74B
5
Vanguard Group
Vanguard Group
Pennsylvania
$7.48B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.06B
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$351M
3
Invesco
Invesco
Georgia
$743M
4
BC
Brookfield Corp
Ontario, Canada
$194M
5
Swedbank
Swedbank
Sweden
$54M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
776
Fred Alger Management
New York
$13K -$5.17M -28,639 -100%
SIM
777
Sonora Investment Management
Arizona
$13K – – –
SIS
778
Sound Income Strategies
Florida
$13K +$2.99K +17 +30%
CI
779
CX Institutional
Indiana
$13K +$13K +71 New
IFAM
780
Institutional & Family Asset Management
Colorado
$10K +$2.91K +16 +41%
AF
781
Advisornet Financial
Minnesota
$9K – – –
OSAM
782
O'Shaughnessy Asset Management
Connecticut
$9K – – –
NPP
783
New Potomac Partners
Maryland
$9K – – –
WWM
784
Willingdon Wealth Management
North Carolina
$8K – – –
DBT
785
Dubuque Bank & Trust
Iowa
$8K – – –
TJHA
786
Thomas J. Herzfeld Advisors
Florida
$8K – – –
TL
787
TrueWealth LLC
Georgia
$7K -$3K – –
BWM
788
Baystate Wealth Management
Massachusetts
$7K – – –
JFGIW
789
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K – – –
BL
790
Balentine LLC
Georgia
$6K – – –
VNA
791
Valley National Advisers
Pennsylvania
$5K -$2.4K -12 -32%
OFW
792
Omnia Family Wealth
Florida
$5K – – –
PWM
793
PRW Wealth Management
Massachusetts
$5K – – –
CIA
794
CSat Investment Advisory
Michigan
$5K +$690 +4 +16%
ST
795
Sageworth Trust
Pennsylvania
$5K +$5K +27 New
CCM
796
Cribstone Capital Management
Maine
$4K -$10K -60 -71%
JFA
797
JNBA Financial Advisors
Minnesota
$4K – – –
CHP
798
Cable Hill Partners
Oregon
$4K – – –
SCM
799
Shelton Capital Management
Colorado
$3.24K -$14.6K -2,650 -82%
WAS
800
Winch Advisory Services
Wisconsin
$3K +$3K +18 New
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32
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