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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
IECM
151
Intrinsic Edge Capital Management
Illinois
$20.1M +$13.7M +105,000 +210%
Zurich Cantonal Bank
152
Zurich Cantonal Bank
Switzerland
$19.9M -$380K -2,920 -2%
WHG
153
Westwood Holdings Group
Texas
$19.5M -$1.7M -13,053 -8%
DSA
154
Davis Selected Advisers
Arizona
$19.3M -$131K -1,010 -0.7%
WorldQuant Millennium Advisors
155
WorldQuant Millennium Advisors
New York
$18.3M +$17.9M +137,413 +3,706%
VanEck Associates
156
VanEck Associates
New York
$17.7M +$4.64M +35,622 +35%
Two Sigma Advisers
157
Two Sigma Advisers
New York
$17.7M -$16.6M -127,700 -48%
Korea Investment Corp
158
Korea Investment Corp
South Korea
$17.1M -$1.16M -8,900 -6%
Treasurer of the State of North Carolina
159
Treasurer of the State of North Carolina
North Carolina
$17M +$166K +1,279 +1%
Thrivent Financial for Lutherans
160
Thrivent Financial for Lutherans
Minnesota
$16.5M +$723K +5,554 +5%
JVBC
161
J.V. Bruni & Co
Colorado
$16M -$158K -1,215 -1%
NIPH
162
NN Investment Partners Holdings
Netherlands
$15.9M -$7.42M -57,036 -32%
Handelsbanken Fonder
163
Handelsbanken Fonder
Sweden
$15.7M +$655K +5,031 +4%
OPERF
164
Oregon Public Employees Retirement Fund
Oregon
$15.3M +$698K +5,363 +5%
Royal London Asset Management
165
Royal London Asset Management
United Kingdom
$15.2M
TD Asset Management
166
TD Asset Management
Ontario, Canada
$15.1M -$215K -1,654 -1%
PI
167
PEAK6 Investments
Illinois
$14.6M +$2.34M +17,949 +19%
ADEF
168
Adams Diversified Equity Fund
Maryland
$14.6M +$2.62M +20,100 +22%
ACM
169
Advisors Capital Management
New Jersey
$14.4M +$527K +4,047 +4%
ELC
170
Edgar Lomax Company
Virginia
$14.3M -$286K -2,200 -2%
Osaic Holdings
171
Osaic Holdings
Arizona
$14M -$1.01M -7,772 -7%
SLAM
172
Swiss Life Asset Management
$13.9M -$2.47M -19,016 -15%
BBVA
173
Banco Bilbao Vizcaya Argentaria
Spain
$13.6M +$4.56M +35,017 +51%
NC
174
Nixon Capital
Texas
$13.6M -$21.1M -162,072 -61%
Janus Henderson Group
175
Janus Henderson Group
United Kingdom
$13.2M -$15.5M -119,421 -54%

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.