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Simon Property Group
SPG

Overview Fund Activity

840 hedge funds and large institutions have $32.7B invested in Simon Property Group in 2021 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 319 increasing their positions, 259 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
840
Holders Change
+66
Holders Change %
+8.53%
% of All Funds
14.79%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
151
Increased
319
Reduced
259
Closed
79
Calls
$868M
Puts
$1.2B
Net Calls
-$333M
Net Calls Change
+$267M

Top Buyers

1
Invesco
Invesco
Georgia
$505M
2
Ameriprise
Ameriprise
Minnesota
$171M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$115M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$773M
5
Vanguard Group
Vanguard Group
Pennsylvania
$5.3B

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$2.23B
2
Capital World Investors
Capital World Investors
California
$213M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
$473M
4
Morgan Stanley
Morgan Stanley
New York
$320M
5
BlackRock
BlackRock
New York
$3.92B
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
801
Steph & Co
Wisconsin
$10K – – –
BWM
802
BerganKDV Wealth Management
Minnesota
$10K +$119 +1 +1%
GAM
803
Gemmer Asset Management
California
$9K – – –
RIA
804
RPG Investment Advisory
California
$9K – – –
CFFP
805
Center for Financial Planning
Michigan
$9K – – –
CFN
806
Cordasco Financial Network
Florida
$9K – – –
TAIM
807
TD Ameritrade Investment Management
Nebraska
$9K – – –
GI
808
Gradient Investments
Minnesota
$9K +$4.23K +39 +89%
WIM
809
Westside Investment Management
California
$8.53K +$8.53K +75 New
PGAM
810
Princeton Global Asset Management
New Jersey
$7K – – –
JWM
811
Janiczek Wealth Management
Colorado
$7K +$1.07K +9 +18%
RE
812
RBC Europe
United Kingdom
$6.83K – – –
SFSIG
813
San Francisco Sentry Investment Group
California
$6K -$1.73K -15 -22%
AJ
814
Ashburton (Jersey)
Jersey
$6K – – –
NIC
815
Northwest Investment Counselors
Oregon
$6K +$6K +56 New
MF
816
Manchester Financial
California
$5K – – –
CCC
817
Crescent Capital Consulting
Louisiana
$5K – – –
WP
818
WealthShield Partners
North Carolina
$4K +$4K +33 New
RA
819
Resolute Advisors
California
$4K +$4K +90 New
IFAM
820
Institutional & Family Asset Management
Colorado
$3K -$750 -6 -20%
HS
821
Horan Securities
United States
$3K -$360 -3 -11%
JFA
822
JNBA Financial Advisors
Minnesota
$3K – – –
SFO
823
Standard Family Office
South Dakota
$3K – – –
BWL
824
Bogart Wealth LLC
Virginia
$3K – – –
EWM
825
Edge Wealth Management
New York
$3K – – –
31 32
33
34 35