We are live on ! Find out more
SPG icon

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
VNA
826
Valley National Advisers
Pennsylvania
$29K
SQA
827
Simon Quick Advisors
New Jersey
$29K +$16.8K +129 +128%
Koshinski Asset Management
828
Koshinski Asset Management
Illinois
$28.5K +$28.5K +219 New
BC
829
Bartlett & Co
Ohio
$27K -$2.47K -19 -8%
BCWM
830
Bartlett & Co Wealth Management
Ohio
$26.9K -$2.47K -19 -8%
HCP
831
Hexagon Capital Partners
Arkansas
$26K -$20.2K -155 -43%
AF
832
Arrow Financial
New York
$25K -$13K -100 -34%
ATC
833
Adirondack Trust Company
New York
$23K -$14.6K -112 -42%
EARNEST Partners
834
EARNEST Partners
Georgia
$23K
JPLA
835
Joseph P. Lucia & Associates
New York
$23K
CFA
836
Carroll Financial Associates
North Carolina
$23K +$2.21K +17 +11%
SFP
837
Sterling Financial Planning
New Jersey
$22K -$20.4K -157 -48%
AA
838
AlphaMark Advisors
Kentucky
$21K
JCM
839
Jacobi Capital Management
Pennsylvania
$21K
PO
840
Private Ocean
California
$21K
TWA
841
TCI Wealth Advisors
Arizona
$21K +$2.86K +22 +15%
AP
842
Atwood & Palmer
Missouri
$20K
BMD
843
Better Money Decisions
New Mexico
$20K
FF
844
FourThought Financial
Florida
$20K +$2.21K +17 +12%
TAIM
845
TD Ameritrade Investment Management
Nebraska
$20K +$39.8K +306 New
MAM
846
McCarthy Asset Management
California
$19K -$1.82K -14 -9%
SBL
847
Sargent Bickham Lagudis
Colorado
$19K
LF
848
Lee Financial
Texas
$19K +$10.5K +81 +119%
TFO
849
Tarbox Family Office
California
$18K
CCA
850
Column Capital Advisors
Indiana
$18K +$260 +2 +1%

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.