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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
PWMG
901
Prestige Wealth Management Group
New Jersey
$2K
TSW
902
Thompson Siegel & Walmsley
Virginia
$2K
TLFA
903
True Link Financial Advisors
California
$2K
IBOK
904
Independence Bank of Kentucky
Kentucky
$2K +$1.95K +15 New
RTL
905
Red Tortoise LLC
Georgia
$2K +$2.99K +23 New
GI
906
Gradient Investments
Minnesota
$1K -$5.21K -40 -89%
TFM
907
TFC Financial Management
Massachusetts
$1K
GAM
908
Gemmer Asset Management
California
$1K +$651 +5 New
MA
909
Montag & Associates
Georgia
$1K +$1.3K +10 New
Walleye Capital
910
Walleye Capital
New York
$944 +$945K +7,261 New
BBHC
911
Brown Brothers Harriman & Co
New York
$48 -$9.76K -75 -17%
CA
912
Capitolis Advisors
New York
-$29M -222,088 Closed
HF
913
HRT Financial
New York
-$19.2M -146,823 Closed
PP
914
Prudential plc
United Kingdom
-$16M -122,925 Closed
Tudor Investment Corp
915
Tudor Investment Corp
Connecticut
-$15.1M -116,370 Closed
Twin Tree Management
916
Twin Tree Management
Texas
-$9.12M -70,064 Closed
LCM
917
Laurion Capital Management
New York
-$5.17M -39,748 Closed
NFG
918
Nations Financial Group
Iowa
-$2.7M -20,677 Closed
CC
919
Carlson Capital
Texas
-$1.95M -14,907 Closed
Wealth Enhancement Advisory Services
920
Wealth Enhancement Advisory Services
Minnesota
-$1.38M -10,939 Closed
CHAM
921
Clear Harbor Asset Management
Connecticut
-$1.37M -10,478 Closed
FAIM
922
Financial Advocates Investment Management
Washington
-$1.32M -10,179 Closed
RIM
923
Redwood Investment Management
Arizona
-$1.27M -9,718 Closed
MWNA
924
Marshall Wace North America
New York
-$1.21M -9,234 Closed
KA
925
Kintegral Advisory
New York
-$1.11M -8,476 Closed

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.