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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
PAMS
101
Pictet Asset Management (Switzerland)
Switzerland
$43.9M +$44M +337,973 New
UIC
102
Uniplan Investment Counsel
Wisconsin
$41.2M +$222K +1,707 +0.5%
NSLI
103
Nan Shan Life Insurance
Taiwan
$40.7M +$37.7M +289,614 +1,213%
Aviva
104
Aviva
United Kingdom
$40M -$1.1M -8,484 -3%
OAG
105
Orbis Allan Gray
Bermuda
$39.6M +$5.74M +44,121 +17%
Manulife (Manufacturers Life Insurance)
106
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$39.6M -$3.05M -23,442 -7%
HS
107
Hazelview Securities
Ontario, Canada
$37.7M +$3.12M +24,005 +9%
Millennium Management
108
Millennium Management
New York
$37.3M -$9.96M -76,522 -21%
KC
109
Kize Capital
New York
$36.8M -$14.9M -114,365 -29%
Ninety One (UK)
110
Ninety One (UK)
United Kingdom
$36.6M -$6.94M -53,330 -16%
Mitsubishi UFJ Asset Management
111
Mitsubishi UFJ Asset Management
Japan
$34.6M +$2.73M +20,939 +9%
Swedbank
112
Swedbank
Sweden
$33.4M -$2.37M -18,238 -7%
FMI
113
Factory Mutual Insurance
Massachusetts
$33.4M +$846K +6,500 +3%
Axa
114
Axa
France
$33.3M -$6.58M -50,590 -16%
FWIA
115
Fort Washington Investment Advisors
Ohio
$32.5M +$25.8M +198,212 +382%
ERSOT
116
Employees Retirement System of Texas
Texas
$31.5M
Macquarie Group
117
Macquarie Group
Australia
$31.3M -$9.37M -72,025 -23%
SAM
118
Securian Asset Management
Minnesota
$30.8M +$5.84M +44,835 +23%
SAM
119
Storebrand Asset Management
Norway
$30.7M +$874K +6,712 +3%
Envestnet Asset Management
120
Envestnet Asset Management
Illinois
$30.7M +$2.55M +19,576 +9%
Ensign Peak Advisors
121
Ensign Peak Advisors
Utah
$30.6M +$1.98M +15,235 +7%
Robeco Institutional Asset Management
122
Robeco Institutional Asset Management
Netherlands
$30.5M -$4.36M -33,465 -12%
VOYA Investment Management
123
VOYA Investment Management
Georgia
$30.5M -$597K -4,586 -2%
RJA
124
Raymond James & Associates
Florida
$29.6M +$911K +6,997 +3%
DLA
125
Douglas Lane & Associates
New York
$29.4M +$1.39M +10,682 +5%

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.