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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
N
76
Natixis
France
$65.3M +$65.4M +502,230 New
Canada Life
77
Canada Life
Manitoba, Canada
$65.1M +$3.68M +28,264 +6%
HSBC Holdings
78
HSBC Holdings
United Kingdom
$64.2M -$17.1M -131,401 -21%
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$61.6M +$52.1M +400,190 +542%
JMPWA
80
JP Morgan Private Wealth Advisors
California
$59.5M +$5M +38,419 +9%
LIMS
81
Lasalle Investment Management Securities
Maryland
$58.7M -$6.56M -50,369 -10%
AIM
82
Artemis Investment Management
United Kingdom
$58.4M +$6.93M +53,245 +13%
Citadel Advisors
83
Citadel Advisors
Florida
$58M -$40.6M -312,134 -41%
LSV Asset Management
84
LSV Asset Management
Illinois
$53.8M +$48.6M +373,345 +920%
Stifel Financial
85
Stifel Financial
Missouri
$53.7M -$108K -827 -0.2%
Renaissance Technologies
86
Renaissance Technologies
New York
$53.7M +$53.8M +413,005 New
New York State Teachers Retirement System (NYSTRS)
87
New York State Teachers Retirement System (NYSTRS)
New York
$53.2M -$499K -3,832 -0.9%
New York State Common Retirement Fund
88
New York State Common Retirement Fund
New York
$52.3M +$230K +1,768 +0.4%
BAMCO Inc
89
BAMCO Inc
New York
$52.3M +$2.41M +18,520 +5%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$51.5M -$1.16M -8,908 -2%
Balyasny Asset Management
91
Balyasny Asset Management
Illinois
$50.8M +$29.6M +227,367 +139%
HighTower Advisors
92
HighTower Advisors
Illinois
$49.7M +$3.12M +23,949 +7%
State of New Jersey Common Pension Fund D
93
State of New Jersey Common Pension Fund D
New Jersey
$48M -$42K -323 -0.1%
AQR Capital Management
94
AQR Capital Management
Connecticut
$47.6M +$6.14M +47,206 +15%
VRS
95
Virginia Retirement Systems
Virginia
$47.6M +$1.55M +11,900 +3%
OSAM
96
O'Shaughnessy Asset Management
Connecticut
$46.7M +$3.97M +30,519 +9%
Victory Capital Management
97
Victory Capital Management
Texas
$46.5M -$1.43M -11,006 -3%
Adage Capital Partners
98
Adage Capital Partners
Massachusetts
$45.6M -$664K -5,100 -1%
MPMG
99
Minneapolis Portfolio Management Group
Minnesota
$44.4M -$4.89M -37,556 -10%
Nomura Asset Management
100
Nomura Asset Management
Japan
$44M +$1.12M +8,585 +3%

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.