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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
MIFH
776
Migdal Insurance & Financial Holdings
Israel
$82K -$1.92M -14,765 -96%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
777
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$82K
UAML
778
US Asset Management LLC
Pennsylvania
$79K +$79.5K +611 New
Jones Financial Companies
779
Jones Financial Companies
Missouri
$78K -$36.4K -280 -32%
PCTC
780
Perkins Coie Trust Company
Washington
$77K -$52.7K -405 -41%
SCM
781
Silvant Capital Management
Georgia
$77K
ST
782
Smithfield Trust
Pennsylvania
$75K
CAL
783
Capital Analysts LLC
Pennsylvania
$73K +$5.99K +46 +9%
BU
784
BBVA USA
Alabama
$72K -$9.24K -71 -11%
HR
785
Howe & Rusling
New York
$72K +$9.76K +75 +16%
AWM
786
Avior Wealth Management
Nebraska
$71K -$2.6K -20 -4%
O
787
Ossiam
France
$71K
CFGS
788
Concourse Financial Group Securities
Alabama
$71K +$260 +2 +0.4%
PFBT
789
Parkside Financial Bank & Trust
Missouri
$70K -$3.9K -30 -5%
WWMSC
790
Wagner Wealth Management (South Carolina)
South Carolina
$68K +$14.7K +113 +32%
SMG
791
Spectrum Management Group
Indiana
$67K +$22.1K +170 +50%
DAM
792
Delta Asset Management
Tennessee
$66K +$4.55K +35 +7%
CAM
793
Costello Asset Management
Pennsylvania
$65K +$3.38K +26 +5%
RCM
794
Ravenstone Capital Management
$65K
DOA
795
D'Orazio & Associates
Virginia
$64K +$64K +492 New
AA
796
Ancora Advisors
Ohio
$62K +$3.12K +24 +5%
SWA
797
SOA Wealth Advisors
New York
$62K +$5.73K +44 +10%
FFC
798
First Financial Corp
Indiana
$60K
AF
799
Advisornet Financial
Minnesota
$58K
CCM
800
Covington Capital Management
California
$58K +$7.16K +55 +14%

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.