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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
CCM
951
Coldstream Capital Management
Washington
-$252K -1,934 Closed
PWM
952
PRW Wealth Management
Massachusetts
-$249K -1,905 Closed
GC
953
GFG Capital
Florida
-$239K -1,834 Closed
PAG
954
Private Advisory Group
Washington
-$229K -1,752 Closed
TC
955
TAP Consulting
Missouri
-$224K -1,717 Closed
PWM
956
Perigon Wealth Management
California
-$221K -1,694 Closed
TC
957
TownSquare Capital
Utah
-$211K -1,656 Closed
BIA
958
Barry Investment Advisors
Massachusetts
-$213K -1,630 Closed
ZCM
959
Ziegler Capital Management
Illinois
-$212K -1,623 Closed
LIA
960
LS Investment Advisors
Michigan
-$211K -1,618 Closed
EWM
961
Empirical Wealth Management
Washington
-$210K -1,611 Closed
MW
962
Marcum Wealth
Ohio
-$207K -1,583 Closed
IAP
963
Indie Asset Partners
Indiana
-$201K -1,538 Closed
Capstone Investment Advisors
964
Capstone Investment Advisors
New York
-$187K -1,436 Closed
BDS
965
Banco de Sabadell
Florida
-$175K -1,341 Closed
RP
966
Rowlandmiller & Partners
Georgia
-$136K -1,045 Closed
SL
967
Savior LLC
Massachusetts
-$117K -899 Closed
CFO
968
CVA Family Office
Colorado
-$59K -450 Closed
BAM
969
Barrett Asset Management
New York
-$52K -400 Closed
BFA
970
Brendel Financial Advisors
New Hampshire
-$48K -371 Closed
SB
971
Strategic Blueprint
Georgia
-$47K -358 Closed
FWM
972
FFT Wealth Management
Pennsylvania
-$35K -267 Closed
KFP
973
KB Financial Partners
New Jersey
-$28K -216 Closed
AWMS
974
Advocacy Wealth Management Services
Georgia
-$28K -212 Closed
SCA
975
Stonebridge Capital Advisors
Minnesota
-$24K -200 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.