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Simon Property Group
SPG

Overview Fund Activity

671 hedge funds and large institutions have $18.7B invested in Simon Property Group in 2020 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 219 increasing their positions, 263 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
+11
Holders Change %
+1.67%
% of All Funds
13.79%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.23%
New
116
Increased
219
Reduced
263
Closed
97
Calls
$404M
Puts
$800M
Net Calls
-$396M
Net Calls Change
-$327M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
+$316M
2
Cohen & Steers
Cohen & Steers
New York
+$199M
3
BlackRock
BlackRock
New York
+$151M
4
Deutsche Bank
Deutsche Bank
Germany
+$121M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$103M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$856M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$173M
3
AAMU
APG Asset Management US
New York
-$159M
4
Invesco
Invesco
Georgia
-$150M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
IRF
401
IBM Retirement Fund
New York
$486K -$11.4K -167 -2%
SAM
402
Secure Asset Management
Michigan
$480K +$480K +7,017 New
GFA
403
Gifford Fong Associates
California
$479K – – –
SVWAG
404
Sound View Wealth Advisors Group
Georgia
$458K -$51.1K -746 -10%
CI Investments Inc
405
CI Investments Inc
Ontario, Canada
$442K -$51.4K -752 -10%
GVAG
406
Great Valley Advisor Group
Delaware
$436K +$32.4K +474 +8%
CA
407
Cetera Advisors
Colorado
$432K -$6.84K -100 -2%
LWCFA
408
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$431K – – –
IAA
409
Independent Advisor Alliance
North Carolina
$425K +$425K +6,216 New
BFC
410
Bedel Financial Consulting
Indiana
$419K +$27.8K +406 +7%
AIS
411
American Investment Services
Massachusetts
$417K +$5.88K +86 +1%
FAAS
412
First Allied Advisory Services
California
$411K +$52.5K +768 +15%
EC
413
EJF Capital
Virginia
$410K -$137K -2,000 -25%
AI
414
Atom Investors
Texas
$405K -$210K -3,073 -34%
EM
415
Excalibur Management
Massachusetts
$404K +$23K +337 +6%
PVWM
416
Point View Wealth Management
New Jersey
$394K -$9.57K -140 -2%
SAS
417
Stelac Advisory Services
New York
$386K +$386K +5,648 New
SPIA
418
Steward Partners Investment Advisory
New York
$385K -$159K -2,322 -29%
PAM
419
Paradigm Asset Management
New York
$377K -$34.2K -500 -8%
LSV Asset Management
420
LSV Asset Management
Illinois
$376K +$376K +5,500 New
Janney Montgomery Scott
421
Janney Montgomery Scott
Pennsylvania
$371K -$114K -1,668 -24%
LJAC
422
L.J. Altfest & Co
New York
$371K +$89.4K +1,308 +32%
REMS
423
Real Estate Management Services
$369K – – –
BCV
424
Banque Cantonale Vaudoise
Switzerland
$363K -$296K -4,328 -45%
KeyBank National Association
425
KeyBank National Association
Ohio
$359K -$43.3K -634 -11%
15 16
17
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