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Simon Property Group
SPG

1,047 hedge funds and large institutions have $46B invested in Simon Property Group in 2021 Q4 according to their latest regulatory filings, with 203 funds opening new positions, 406 increasing their positions, 309 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more first-time investments, than exits

New positions opened: 203 | Existing positions closed: 62

31% more repeat investments, than reductions

Existing positions increased: 406 | Existing positions reduced: 309

24% more funds holding in top 10

Funds holding in top 10: 25 → 31 (+6)

23% more capital invested

Capital invested by funds: $37.2B → $46B (+$8.74B)

14% more funds holding

Funds holding: 915 → 1,047 (+132)

0.63% more ownership

Funds ownership: 87.3% → 87.94% (+0.63%)

40% less call options, than puts

Call options by funds: $721M | Put options by funds: $1.2B

Holders
1,047
Holders Change
+132
Holders Change %
+14.43%
% of All Funds
16.11%
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
309
Closed
62
Calls
$721M
Puts
$1.2B
Net Calls
-$476M
Net Calls Change
-$121M

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$226M
2
BlackRock
BlackRock
New York
+$180M
3
JP Morgan Chase
JP Morgan Chase
New York
+$162M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$106M
5
Goldman Sachs
Goldman Sachs
New York
+$105M

Top Sellers

Rank Fund Capital Flow
1
AS
Altshuler Shaham
Israel
-$356M
2
APG Asset Management
APG Asset Management
Netherlands
-$142M
3
CS
Credit Suisse
Switzerland
-$75M
4
N
Natixis
France
-$72.3M
5
ZP
Zimmer Partners
New York
-$68.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Investments
1051
Two Sigma Investments
New York
– -$15.3M -100,007 Closed
CU
1052
CQS (US)
New York
– -$10.4M -80,000 Closed
ECM
1053
EII Capital Management
New York
– -$6.93M -53,320 Closed
EP
1054
Edgestream Partners
New Jersey
– -$1.73M -13,319 Closed
AAIM
1055
American Assets Investment Management
California
– -$1.65M -12,700 Closed
AIM
1056
Achmea Investment Management
Netherlands
– -$1.13M -8,662 Closed
ECM
1057
ExodusPoint Capital Management
New York
– -$1.11M -8,560 Closed
BC
1058
Bridgefront Capital
Texas
– -$689K -5,300 Closed
WG
1059
Winton Group
United Kingdom
– -$686K -5,281 Closed
MAM
1060
Meeder Asset Management
Ohio
– -$618K -4,755 Closed
CM
1061
Capula Management
Cayman Islands
– -$558K -4,294 Closed
CC
1062
Centiva Capital
New York
– -$525K -4,044 Closed
WKWM
1063
Walter & Keenan Wealth Management
Indiana
– -$410K -3,154 Closed
CCG
1064
Chatham Capital Group
Georgia
– -$390K -3,000 Closed
NICM
1065
Neo Ivy Capital Management
New York
– -$175K -2,562 Closed
FRM
1066
Fox Run Management
Connecticut
– -$322K -2,476 Closed
QT
1067
Quantamental Technologies
New York
– -$304K -2,340 Closed
1832 Asset Management
1068
1832 Asset Management
Ontario, Canada
– -$310K -2,303 Closed
C
1069
Certuity
Florida
– -$275K -2,119 Closed
BWM
1070
Bulltick Wealth Management
Florida
– -$255K -1,963 Closed
JF
1071
Jump Financial
Illinois
– -$251K -1,928 Closed
XSC
1072
X-Square Capital
Puerto Rico
– -$248K -1,910 Closed
EH
1073
EMG Holdings
Connecticut
– -$214K -1,658 Closed
ICA
1074
Infrastructure Capital Advisors
New York
– -$200K -1,501 Closed
CSIC
1075
Clifford Swan Investment Counsel
California
– -$213K -1,427 Closed
41 42
43
44 45

SPG Hedge Fund Activity: Q4 2021 in Review

1,047 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q4 2021, worth a combined $46B — up 23% from $37.2B a quarter earlier.

Buyers outnumbered sellers: 203 funds opened new SPG positions and 62 closed out — a net gain of 141 holders — while 406 added to existing stakes and 309 trimmed.

The largest buyer was State Street, adding an estimated $226M. The largest seller was Altshuler Shaham, exiting entirely with an estimated $356M sold.

  • 1,047 institutional investors held Simon Property Group (SPG) as of Q4 2021, up from 915 in Q3 2021.
  • Funds reported $46B of Simon Property Group stock for Q4 2021, up 23% quarter-over-quarter.
  • 203 funds opened new Simon Property Group positions in Q4 2021 and 62 closed out, a net change of +141 holders.
  • The largest Simon Property Group buyer in Q4 2021 was State Street, an estimated $226M added.
  • The largest Simon Property Group seller in Q4 2021 was Altshuler Shaham, an estimated $356M sold.

Based on aggregated 13F filings for Q4 2021.