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Simon Property Group
SPG

Overview Fund Activity

1,042 hedge funds and large institutions have $45.9B invested in Simon Property Group in 2021 Q4 according to their latest regulatory filings, with 203 funds opening new positions, 406 increasing their positions, 306 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,042
Holders Change
+133
Holders Change %
+14.63%
% of All Funds
16.09%
Holding in Top 10
31
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+24%
% of All Funds
0.48%
New
203
Increased
406
Reduced
306
Closed
61
Calls
$721M
Puts
$1.2B
Net Calls
-$476M
Net Calls Change
-$121M

Top Buyers

1
State Street
State Street
Massachusetts
+$236M
2
BlackRock
BlackRock
New York
+$189M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$169M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$111M
5
Goldman Sachs
Goldman Sachs
New York
+$110M

Top Sellers

1
AS
Altshuler Shaham
Israel
-$327M
2
APG Asset Management
APG Asset Management
Netherlands
-$131M
3
CS
Credit Suisse
Switzerland
-$78.5M
4
N
Natixis
France
-$75.6M
5
ZP
Zimmer Partners
New York
-$68.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
851
Brave Asset Management
New Jersey
$217K +$217K +1,358 New
SMA
852
Sage Mountain Advisors
Georgia
$217K +$217K +1,358 New
TLP
853
Trinity Legacy Partners
Texas
$216K +$216K +1,349 New
FMWA
854
Forvis Mazars Wealth Advisors
Missouri
$215K +$215K +1,346 New
JC
855
JB Capital
Connecticut
$214K +$214K +1,339 New
CCM
856
Chilton Capital Management
Texas
$212K +$212K +1,324 New
CWM
857
Connecticut Wealth Management
Connecticut
$212K +$212K +1,326 New
NCM
858
NCM Capital Management
New Jersey
$212K +$212K +1,328 New
GC
859
GFG Capital
Florida
$209K +$209K +1,308 New
CWM
860
ClientFirst Wealth Management
Arkansas
$209K +$209K +1,593 New
WFI
861
West Family Investments
California
$206K +$206K +1,289 New
XS
862
XR Securities
Illinois
$206K +$206K +1,290 New
FCM
863
Firestone Capital Management
Florida
$205K – – –
CCG
864
Cypress Capital Group
Florida
$205K +$205K +1,286 New
RFC
865
Regions Financial Corp
Alabama
$204K +$204K +1,282 New
BFEC
866
Benjamin F. Edwards & Company
Missouri
$203K +$143K +896 +240%
TC
867
TAP Consulting
Missouri
$203K +$203K +1,270 New
LIM
868
Longfellow Investment Management
Massachusetts
$202K – – –
LC
869
Lindbrook Capital
California
$202K +$86.6K +543 +75%
CCC
870
Chelsea Counsel Company
California
$202K +$202K +1,263 New
GWM
871
Greenwich Wealth Management
Connecticut
$202K +$202K +1,264 New
SAS
872
Stelac Advisory Services
New York
$193K -$693K -4,340 -78%
CT
873
Cambridge Trust
Massachusetts
$193K +$193K +1,210 New
SOW
874
State of Wyoming
Wyoming
$189K +$34.8K +218 +23%
Koshinski Asset Management
875
Koshinski Asset Management
Illinois
$174K +$139K +870 +397%
33 34
35
36 37