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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
Toronto Dominion Bank
126
Toronto Dominion Bank
Ontario, Canada
$29.1M +$1.29M +9,932 +5%
SOADOR
127
State of Alaska Department of Revenue
Alaska
$28.5M +$4.04M +31,020 +16%
FP
128
Foundry Partners
Minnesota
$28M +$5.79M +44,500 +26%
Mitsubishi UFJ Trust & Banking
129
Mitsubishi UFJ Trust & Banking
Japan
$27.3M -$3.09M -23,755 -10%
Bank of Nova Scotia
130
Bank of Nova Scotia
Ontario, Canada
$27.3M +$21.5M +164,970 +365%
CWM
131
CIBC World Markets
New York
$27.2M +$7.78M +59,769 +40%
ClearBridge Investments
132
ClearBridge Investments
New York
$26.9M
PR
133
Payden & Rygel
California
$26.6M -$104K -800 -0.4%
Chevy Chase Trust
134
Chevy Chase Trust
Maryland
$26.2M -$987K -7,581 -4%
LPL Financial
135
LPL Financial
California
$26.1M +$2.72M +20,883 +12%
CGM
136
Capital Growth Management
Massachusetts
$26M +$26M +200,000 New
DILIC
137
Dai-ichi Life Insurance Company
Japan
$25.9M +$23.3M +178,767 +878%
Los Angeles Capital Management
138
Los Angeles Capital Management
California
$25.7M +$17.1M +131,465 +198%
Franklin Resources
139
Franklin Resources
California
$25.4M +$960K +7,374 +4%
DekaBank Deutsche Girozentrale
140
DekaBank Deutsche Girozentrale
Germany
$25.3M +$250K +1,922 +1%
State of Wisconsin Investment Board
141
State of Wisconsin Investment Board
Wisconsin
$24.7M +$614K +4,714 +3%
Schroder Investment Management Group
142
Schroder Investment Management Group
United Kingdom
$24.6M +$293K +2,254 +1%
MSR
143
Main Street Research
Connecticut
$23.6M +$2.69M +20,684 +13%
CIM
144
Corda Investment Management
Texas
$23.4M +$420K +3,224 +2%
FG
145
Formula Growth
Quebec, Canada
$23M +$23M +176,850 New
CAI
146
Capital Advisors Inc
Oklahoma
$22.6M +$846K +6,502 +4%
WBC
147
Westpac Banking Corp
Australia
$22.4M -$1.77M -13,601 -7%
GC
148
Guggenheim Capital
Illinois
$22M -$129K -994 -0.6%
Mackenzie Financial
149
Mackenzie Financial
Ontario, Canada
$21.7M +$17M +130,944 +361%
Arrowstreet Capital
150
Arrowstreet Capital
Massachusetts
$20.3M +$20.3M +155,818 New

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.