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Simon Property Group
SPG

Overview Fund Activity

898 hedge funds and large institutions have $37.3B invested in Simon Property Group in 2021 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 335 increasing their positions, 286 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
898
Holders Change
+58
Holders Change %
+6.9%
% of All Funds
15.68%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.38%
New
131
Increased
335
Reduced
286
Closed
65
Calls
$684M
Puts
$1.05B
Net Calls
-$367M
Net Calls Change
-$34.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$574M
2
Cohen & Steers
Cohen & Steers
New York
$2.72B
3
Ameriprise
Ameriprise
Minnesota
$333M
4
Parnassus Investments
Parnassus Investments
California
$119M
5
CIM
Centersquare Investment Management
Pennsylvania
$233M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.14B
2
Bank of New York Mellon
Bank of New York Mellon
New York
$508M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$9.64M
4
Nordea Investment Management
Nordea Investment Management
Sweden
$3.67M
5
Capital World Investors
Capital World Investors
California
$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
876
Vigilant Capital Management
Maine
$5K +$5K +40 New
EWM
877
Edge Wealth Management
New York
$4K – – –
EBA
878
Eagle Bay Advisors
New York
$4K +$4K +26 New
EBSAM
879
Eubel Brady & Suttman Asset Management
Ohio
$4K +$4K +31 New
RE
880
RBC Europe
United Kingdom
$3.91K -$3.91K -30 -50%
IFAM
881
Institutional & Family Asset Management
Colorado
$3K – – –
BWL
882
Bogart Wealth LLC
Virginia
$3K – – –
SFO
883
Standard Family Office
South Dakota
$3K – – –
JFA
884
JNBA Financial Advisors
Minnesota
$3K – – –
LWM
885
Liberty Wealth Management
California
$3K +$3K +21 New
FFG
886
Ford Financial Group
California
$3K +$3K +30 New
CAM
887
ClariVest Asset Management
California
$2K -$444 -4 -18%
TSW
888
Thompson Siegel & Walmsley
Virginia
$2K – – –
PWMG
889
Prestige Wealth Management Group
New Jersey
$2K – – –
WWM
890
Wolff Wiese Magana
California
$2K +$2K +13 New
TLFA
891
True Link Financial Advisors
California
$2K +$2K +17 New
TFM
892
TFC Financial Management
Massachusetts
$1K – – –
AWM
893
Accel Wealth Management
Iowa
$1K +$125 +1 +14%
WA
894
Waddell & Associates
Tennessee
$244 +$244 +1,872 New
BBHC
895
Brown Brothers Harriman & Co
New York
$58 +$1 +11 +3%
SAM
896
Scopus Asset Management
New York
– -$26M -228,850 Closed
CGM
897
Capital Growth Management
Massachusetts
– -$23.9M -210,000 Closed
FG
898
Formula Growth
Quebec, Canada
– -$15.9M -139,590 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
899
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$9.43M -82,907 Closed
SH
900
SeaTown Holdings
Singapore
– -$5.69M -50,000 Closed
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