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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
EWM
851
Edge Wealth Management
New York
$17K +$13.1K +101 +361%
NSB
852
Norway Savings Bank
Maine
$16K -$3.25K -25 -17%
CAGAS
853
Capital Advisory Group Advisory Services
Minnesota
$16K -$1.95K -15 -11%
FMP
854
Financial Management Professionals
Texas
$16K +$130 +1 +0.8%
WAS
855
Winch Advisory Services
Wisconsin
$16K +$16K +123 New
WPA
856
West Paces Advisors
Georgia
$15.7K
KFI
857
Key Financial Inc
Pennsylvania
$15K -$9.11K -70 -38%
HI
858
Hudock Inc
Pennsylvania
$15K
GRP
859
Global Retirement Partners
California
$15K +$9.24K +71 +169%
BIA
860
Bell Investment Advisors
California
$15K +$15.5K +119 New
AAP
861
Arax Advisory Partners
Colorado
$14K -$64.9K -499 -82%
CBT
862
CoreFirst Bank & Trust
Kansas
$14K
HCM
863
Highlander Capital Management
New Jersey
$14K
LCM
864
Logan Capital Management
Pennsylvania
$14K
TG
865
TCW Group
California
$13.6K +$1.22M +9,372 +10%
AIC
866
Archer Investment Corporation
Indiana
$13.3K
DWMG
867
DB Wealth Management Group
California
$13K
FCA
868
FinTrust Capital Advisors
South Carolina
$13K
NSIM
869
North Star Investment Management
Illinois
$13K
TFA
870
Toth Financial Advisory
Virginia
$13K
TCM
871
Tradewinds Capital Management
Washington
$13K +$130 +1 +1%
SWA
872
Sutton Wealth Advisors
Florida
$12.9K +$390 +3 +3%
MGIM
873
M&G Investment Management
United Kingdom
$12.4K -$3.48M -26,743 -22%
SSB
874
Sandy Spring Bank
Maryland
$12K +$6.12K +47 +104%
PFGIA
875
Patriot Financial Group Insurance Agency
Massachusetts
$11K +$1.17K +9 +12%

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.