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Simon Property Group
SPG

Overview Fund Activity

1,042 hedge funds and large institutions have $45.9B invested in Simon Property Group in 2021 Q4 according to their latest regulatory filings, with 203 funds opening new positions, 406 increasing their positions, 306 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,042
Holders Change
+133
Holders Change %
+14.63%
% of All Funds
16.09%
Holding in Top 10
31
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+24%
% of All Funds
0.48%
New
203
Increased
406
Reduced
306
Closed
61
Calls
$721M
Puts
$1.2B
Net Calls
-$476M
Net Calls Change
-$121M

Top Buyers

1
State Street
State Street
Massachusetts
$3.41B
2
BlackRock
BlackRock
New York
$5.6B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$591M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$1.19B
5
Goldman Sachs
Goldman Sachs
New York
$452M

Top Sellers

1
AS
Altshuler Shaham
Israel
$0
2
APG Asset Management
APG Asset Management
Netherlands
$44.9M
3
CS
Credit Suisse
Switzerland
$88.4M
4
N
Natixis
France
$4.61M
5
ZP
Zimmer Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
1001
SouthState Corp
Florida
$7K – – –
CAC
1002
Core Alternative Capital
Georgia
$7K +$7K +46 New
PVH
1003
Psagot Value Holdings
Israel
$6K -$706K -4,708 -99%
O
1004
Ossiam
France
$6K -$77.7K -505 -93%
CCC
1005
Crescent Capital Consulting
Louisiana
$6K – – –
CA
1006
Crewe Advisors
Utah
$6K +$6K +38 New
ZIG
1007
Zullo Investment Group
Pennsylvania
$6K +$6K +40 New
BWM
1008
BerganKDV Wealth Management
Minnesota
$5K – – –
CAM
1009
ClariVest Asset Management
California
$5K +$2.19K +14 +78%
BAM
1010
Byrne Asset Management
New Jersey
$5K +$5K +30 New
MSFP
1011
Mark Sheptoff Financial Planning
Connecticut
$5K +$5K +31 New
FMP
1012
Financial Management Professionals
Texas
$4K -$13.9K -94 -78%
BWL
1013
Bogart Wealth LLC
Virginia
$4K – – –
MBFW
1014
Morton Brown Family Wealth
Pennsylvania
$4K +$4K +22 New
CP
1015
Castleview Partners
Texas
$3.55K +$3.55K +567,503 New
PPWM
1016
PFG Private Wealth Management
Florida
$3K – – –
PWMG
1017
Prestige Wealth Management Group
New Jersey
$3K – – –
LWA
1018
Lenox Wealth Advisors
New York
$3K +$2.81K +15 +1,500%
CWM
1019
Cedar Wealth Management
California
$3K +$3K +20 New
VCM
1020
Versant Capital Management
Arizona
$2K -$107K -750 -98%
SWA
1021
SOA Wealth Advisors
New York
$2K -$67K -469 -97%
IBOK
1022
Independence Bank of Kentucky
Kentucky
$2K – – –
TSW
1023
Thompson Siegel & Walmsley
Virginia
$2K – – –
MA
1024
Montag & Associates
Georgia
$2K – – –
M1FG
1025
Mach-1 Financial Group
Arkansas
$2K +$2K +17 New
39 40
41
42 43