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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.16B +$23M +176,416 +0.4%
BlackRock
2
BlackRock
New York
$4.4B -$43M -330,600 -1%
Cohen & Steers
3
Cohen & Steers
New York
$2.87B +$162M +1,241,778 +6%
State Street
4
State Street
Massachusetts
$2.58B +$53.5M +411,205 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.05B -$83.3M -639,837 -7%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$880M +$24.3M +186,873 +3%
N
7
Nuveen
North Carolina
$767M -$156M -1,201,752 -17%
Northern Trust
8
Northern Trust
Illinois
$722M +$6.93M +53,214 +1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$649M -$4.04M -31,078 -0.6%
Daiwa Securities Group
10
Daiwa Securities Group
Japan
$588M +$32.6M +250,209 +6%
Legal & General Group
11
Legal & General Group
United Kingdom
$543M +$10.6M +81,725 +2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$489M -$16.6M -127,529 -3%
Morgan Stanley
13
Morgan Stanley
New York
$477M -$95.8M -736,383 -17%
Invesco
14
Invesco
Georgia
$447M -$75.6M -580,553 -14%
Norges Bank
15
Norges Bank
Norway
$434M -$15.6M -120,235 -3%
Deutsche Bank
16
Deutsche Bank
Germany
$425M +$5.77M +44,326 +1%
Charles Schwab
17
Charles Schwab
California
$404M +$7.49M +57,567 +2%
CIMLRA
18
CBRE Investment Management Listed Real Assets
Pennsylvania
$368M +$3.11M +23,884 +0.9%
JP Morgan Chase
19
JP Morgan Chase
New York
$343M +$39.6M +304,042 +13%
Ameriprise
20
Ameriprise
Minnesota
$336M +$3.09M +23,705 +0.9%
PI
21
PGGM Investments
Netherlands
$331M -$177M -1,358,506 -35%
UBS AM
22
UBS AM
Illinois
$329M -$5.68M -43,614 -2%
AS
23
Altshuler Shaham
Israel
$327M -$737K -5,659 -0.2%
CIM
24
Centersquare Investment Management
Pennsylvania
$282M +$50.5M +387,732 +22%
Goldman Sachs
25
Goldman Sachs
New York
$278M +$64.2M +493,143 +30%

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.