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Simon Property Group
SPG

Overview Fund Activity

660 hedge funds and large institutions have $15.9B invested in Simon Property Group in 2020 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 261 increasing their positions, 252 reducing their positions, and 197 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
660
Holders Change
-125
Holders Change %
-15.92%
% of All Funds
14.58%
Holding in Top 10
8
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-68%
% of All Funds
0.18%
New
80
Increased
261
Reduced
252
Closed
197
Calls
$146M
Puts
$214M
Net Calls
-$68.4M
Net Calls Change
+$155M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$884M
2
Capital World Investors
Capital World Investors
California
$1.41B
3
Daiwa Securities Group
Daiwa Securities Group
Japan
$251M
4
SOMRS
State of Michigan Retirement System
Michigan
$94.9M
5
LCM
Laurion Capital Management
New York
$72.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.51M
2
Capital Research Global Investors
Capital Research Global Investors
California
$335M
3
BPSG
Brookfield Public Securities Group
New York
$0
4
OAC
OMERS Administration Corp
Ontario, Canada
$0
5
Fidelity Investments
Fidelity Investments
Massachusetts
$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIA
401
LS Investment Advisors
Michigan
$402K -$497K -9,058 -55%
IRF
402
IBM Retirement Fund
New York
$399K +$150K +2,734 +60%
CI Investments Inc
403
CI Investments Inc
Ontario, Canada
$396K +$53.9K +982 +16%
Janney Montgomery Scott
404
Janney Montgomery Scott
Pennsylvania
$389K -$238K -4,342 -38%
AssetMark Inc
405
AssetMark Inc
California
$387K -$983K -17,920 -72%
JG
406
Jefferies Group
New York
$386K +$320K +5,840 +487%
GCP
407
GSA Capital Partners
United Kingdom
$386K +$386K +7,042 New
GFA
408
Gifford Fong Associates
California
$384K – – –
JI
409
Jeereddi Investments
California
$384K +$384K +7,000 New
SF
410
Synovus Financial
Georgia
$382K +$186K +3,406 +95%
SGA
411
Strategic Global Advisors
California
$362K – – –
SLF
412
Sun Life Financial
Ontario, Canada
$360K +$78.6K +1,435 +28%
CA
413
Cetera Advisors
Colorado
$352K -$17.6K -320 -5%
EDRH
414
Edmond de Rothschild Holding
Switzerland
$346K -$392K -7,170 -53%
LWCFA
415
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$346K – – –
MCWS
416
McKinley Carter Wealth Services
West Virginia
$344K +$44.8K +817 +15%
BF
417
BOK Financial
Oklahoma
$341K -$17.3K -314 -5%
SW
418
SteelPeak Wealth
California
$338K +$226K +4,126 +202%
AIS
419
American Investment Services
Massachusetts
$330K – – –
PAM
420
Paradigm Asset Management
New York
$330K – – –
GVAG
421
Great Valley Advisor Group
Delaware
$325K +$7.65K +139 +2%
PVWM
422
Point View Wealth Management
New Jersey
$324K +$208K +3,792 +180%
KeyBank National Association
423
KeyBank National Association
Ohio
$323K +$30.9K +563 +11%
PAG
424
Private Advisor Group
New Jersey
$317K +$30K +548 +10%
ICM
425
Islay Capital Management
Texas
$317K +$317K +5,780 New
15 16
17
18 19