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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
MPWT
801
MassMutual Private Wealth & Trust
Connecticut
$57K +$1.04K +8 +2%
WB
802
Webster Bank
Connecticut
$56K
JEST
803
JTC Employer Solutions Trustee
Jersey
$54K +$53.6K +412 New
AssetMark Inc
804
AssetMark Inc
California
$52K -$143K -1,101 -73%
VNIM
805
Vaughan Nelson Investment Management
Texas
$52K +$52.2K +401 New
MCM
806
MV Capital Management
Maryland
$51K +$5.34K +41 +12%
DFCM
807
Dark Forest Capital Management
Puerto Rico
$48K +$12K +92 +33%
BFEC
808
Benjamin F. Edwards & Company
Missouri
$48K +$15.5K +119 +47%
MAWCM
809
Mine & Arao Wealth Creation & Management
California
$46K
RA
810
Resolute Advisors
California
$46K
DSC
811
Duncker Streett & Co
Missouri
$45K +$390 +3 +0.9%
ANBT
812
American National Bank & Trust
Texas
$44K -$148K -1,134 -77%
CWP
813
Concord Wealth Partners
Virginia
$44K -$58K -446 -57%
JAM
814
JCIC Asset Management
Ontario, Canada
$44K
CWC
815
Carolinas Wealth Consulting
North Carolina
$43K +$521 +4 +1%
AIM
816
Anchor Investment Management
South Carolina
$42.2K
FPS
817
Fieldpoint Private Securities
Connecticut
$42K +$5.08K +39 +14%
BWM
818
Baystate Wealth Management
Massachusetts
$40K +$911 +7 +2%
SIM
819
Sonora Investment Management
Arizona
$39K -$6.51K -50 -14%
CHA
820
Carmichael Hill & Associates
Maryland
$39K
GWS
821
Glassman Wealth Services
Virginia
$39K +$3.9K +30 +11%
CYG
822
Clean Yield Group
Vermont
$38K +$19K +146 +100%
Nisa Investment Advisors
823
Nisa Investment Advisors
Missouri
$33.3K +$434K +3,332 +1%
TFIPS
824
Towarzystwo Funduszy Inwestycyjnych PZU SA
$32.5K
First Manhattan
825
First Manhattan
New York
$32K -$32.5K -250 -50%

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.