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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
CFFP
876
Center for Financial Planning
Michigan
$10K
CFN
877
Cordasco Financial Network
Florida
$10K
RIA
878
RPG Investment Advisory
California
$10K
EBA
879
Eagle Bay Advisors
New York
$10K +$7.55K +58 +223%
SAM
880
Strategic Asset Management
Minnesota
$10K +$9.76K +75 New
WIM
881
Westside Investment Management
California
$9.98K
ETC
882
Exchange Traded Concepts
Oklahoma
$9K -$781 -6 -8%
EWA
883
Evolution Wealth Advisors
Florida
$8K
JWM
884
Janiczek Wealth Management
Colorado
$8K +$521 +4 +7%
TH
885
TCTC Holdings
Texas
$8K +$7.81K +60 New
OC
886
Oakworth Capital
Alabama
$7K
IFAM
887
Institutional & Family Asset Management
Colorado
$7K +$3.9K +30 +125%
AW
888
Alaethes Wealth
Nevada
$7K +$7.29K +56 New
JWA
889
JFS Wealth Advisors
Pennsylvania
$7K +$7.29K +56 New
SC
890
SouthState Corp
Florida
$6K +$5.86K +45 New
CI Investments Inc
891
CI Investments Inc
Ontario, Canada
$5K -$812K -6,237 -99%
CCC
892
Crescent Capital Consulting
Louisiana
$5K
BWM
893
BerganKDV Wealth Management
Minnesota
$4K -$7.29K -56 -66%
LWM
894
Liberty Wealth Management
California
$4K +$911 +7 +33%
RE
895
RBC Europe
United Kingdom
$3.9K
BWL
896
Bogart Wealth LLC
Virginia
$3K
JFA
897
JNBA Financial Advisors
Minnesota
$3K
PPWM
898
PFG Private Wealth Management
Florida
$3K +$2.6K +20 New
MA
899
MCF Advisors
Kentucky
$3K +$2.86K +22 New
CAM
900
ClariVest Asset Management
California
$2K

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.