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Simon Property Group
SPG

675 hedge funds and large institutions have $18.8B invested in Simon Property Group in 2020 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 221 increasing their positions, 264 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

21% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 97

18% more capital invested

Capital invested by funds: $16B → $18.8B (+$2.8B)

2% more funds holding

Funds holding: 663 → 675 (+12)

4.24% less ownership

Funds ownership: 95.52% → 91.28% (-4.2%)

16% less repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 264

49% less call options, than puts

Call options by funds: $404M | Put options by funds: $800M

Holders
675
Holders Change
+12
Holders Change %
+1.81%
% of All Funds
13.84%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.23%
New
117
Increased
221
Reduced
264
Closed
97
Calls
$404M
Puts
$800M
Net Calls
-$396M
Net Calls Change
-$327M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
+$289M
2
Cohen & Steers
Cohen & Steers
New York
+$182M
3
BlackRock
BlackRock
New York
+$139M
4
Deutsche Bank
Deutsche Bank
Germany
+$111M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$94.6M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$785M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$159M
3
AAMU
APG Asset Management US
New York
-$146M
4
Invesco
Invesco
Georgia
-$138M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$110M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
226
Winslow Asset Management
Ohio
$3.31M +$501K +7,988 +20%
Commonwealth Equity Services
227
Commonwealth Equity Services
Massachusetts
$3.29M -$129K -2,051 -4%
WAM
228
Wolverine Asset Management
Illinois
$3.26M -$3.8M -60,634 -56%
RA
229
RMR Advisors
Massachusetts
$3.25M – – –
EHC
230
Everett Harris & Co
California
$3.25M -$988K -15,750 -25%
LPL Financial
231
LPL Financial
California
$3.22M +$1.47M +23,460 +99%
CFM
232
Coronation Fund Managers
South Africa
$3.2M – – –
PS
233
Pensionfund Sabic
Netherlands
$3.2M +$81.5K +1,300 +3%
OSAM
234
O'Shaughnessy Asset Management
Connecticut
$3.17M -$897K -14,303 -24%
US Bancorp
235
US Bancorp
Minnesota
$3.17M -$142K -2,262 -5%
WC
236
Whitney & Co
New York
$3.16M +$2.9M +46,276 New
FAF
237
Första AP-fonden
Sweden
$3.14M -$1.09M -17,400 -27%
MSA
238
Mason Street Advisors
Wisconsin
$2.98M -$8.28K -132 -0.3%
COPPSERS
239
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.98M +$1.5M +23,978 +122%
CAMG
240
CWA Asset Management Group
Florida
$2.98M +$2.73M +43,576 New
QIM
241
Quantitative Investment Management
Virginia
$2.92M -$904K -14,411 -25%
MOACM
242
Mutual of America Capital Management
New York
$2.89M +$27.2K +433 +1%
QI
243
QS Investors
New York
$2.89M +$25.3K +403 +1%
RIM
244
Redpoint Investment Management
Australia
$2.85M -$27K -430 -1%
RJFSA
245
Raymond James Financial Services Advisors
Florida
$2.84M +$1.29M +20,593 +98%
H
246
HoyleCohen
California
$2.84M -$156K -2,490 -6%
DnB Asset Management
247
DnB Asset Management
Norway
$2.75M +$133K +2,128 +6%
SMDAM
248
Sumitomo Mitsui DS Asset Management
Japan
$2.67M +$212K +3,386 +9%
M&T Bank
249
M&T Bank
New York
$2.66M -$525K -8,372 -18%
TIM
250
Thompson Investment Management
Wisconsin
$2.66M -$50.4K -804 -2%
8 9
10
11 12

SPG Hedge Fund Activity: Q2 2020 in Review

675 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q2 2020, worth a combined $18.8B — up 18% from $16B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new SPG positions and 97 closed out — a net gain of 20 holders — while 221 added to existing stakes and 264 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $289M. The largest seller was Capital World Investors, cutting an estimated $785M.

  • 675 institutional investors held Simon Property Group (SPG) as of Q2 2020, up from 663 in Q1 2020.
  • Funds reported $18.8B of Simon Property Group stock for Q2 2020, up 18% quarter-over-quarter.
  • 117 funds opened new Simon Property Group positions in Q2 2020 and 97 closed out, a net change of +20 holders.
  • The largest Simon Property Group buyer in Q2 2020 was Nordea Investment Management, an estimated $289M added.
  • The largest Simon Property Group seller in Q2 2020 was Capital World Investors, an estimated $785M sold.

Based on aggregated 13F filings for Q2 2020.