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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 %
HI
826
Horizon Investments
North Carolina
– -$246K -1,389 Closed
BFM
827
Boothbay Fund Management
New York
– -$239K -1,354 Closed
PM
828
Parametrica Management
Hong Kong
– -$235K -1,328 Closed
BS
829
Banco Santander
Spain
– -$231K -1,308 Closed
P
830
Pitcairn
Pennsylvania
– -$217K -1,225 Closed
MC
831
Moors & Cabot
Massachusetts
– -$200K -1,132 Closed
SWP
832
Stratos Wealth Partners
Ohio
– -$191K -1,080 Closed
CGT
833
Capital Guardian Trust
California
– -$184K -1,040 Closed
APP
834
Avantax Planning Partners
Iowa
– -$154K -870 Closed
CBT
835
Capital Bank & Trust
California
– -$136K -767 Closed
MPIA
836
Mountain Pacific Investment Advisers
Idaho
– -$88K -500 Closed
GP
837
Girard Partners
Pennsylvania
– -$85K -482 Closed
AA
838
Ancora Advisors
Ohio
– -$71K -400 Closed
PI
839
Parkside Investments
Illinois
– -$65K -370 Closed
LWS
840
Lucia Wealth Services
California
– -$54K -303 Closed
WSTAM
841
Wilbanks Smith & Thomas Asset Management
Virginia
– -$52K -293 Closed
MCM
842
Monument Capital Management
Virginia
– -$44K -250 Closed
LA
843
Legacy Advisors
Pennsylvania
– -$35K -200 Closed
AIM
844
Advantage Investment Management
Iowa
– -$23K -132 Closed
IGGA
845
Iron Gate Global Advisors
Utah
– -$17K -90 Closed
KJWM
846
Kiley Juergens Wealth Management
Washington
– -$7K -44 Closed
FM
847
Forward Management
California
– -$6K -35 Closed
HR
848
Howe & Rusling
New York
– -$4K -22 Closed
ACM
849
Advent Capital Management
New York
– -$3K -19 Closed
SFM
850
Signet Financial Management
New Jersey
– -$2K -14 Closed
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