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Simon Property Group
SPG

Overview Fund Activity

774 hedge funds and large institutions have $25.1B invested in Simon Property Group in 2020 Q4 according to their latest regulatory filings, with 184 funds opening new positions, 294 increasing their positions, 213 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
+107
Holders Change %
+16.04%
% of All Funds
13.73%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.28%
New
184
Increased
294
Reduced
213
Closed
69
Calls
$681M
Puts
$1.28B
Net Calls
-$599M
Net Calls Change
-$229M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$801M
2
BlackRock
BlackRock
New York
+$317M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$312M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$213M
5
AS
Altshuler Shaham
Israel
+$168M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
-$214M
2
Morgan Stanley
Morgan Stanley
New York
-$166M
3
Capital World Investors
Capital World Investors
California
-$132M
4
Man Group
Man Group
United Kingdom
-$90.5M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$67.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
426
Jeppson Wealth Management
California
$727K +$157K +1,845 +28%
Marshall Wace
427
Marshall Wace
United Kingdom
$719K +$719K +8,431 New
PVWM
428
Point View Wealth Management
New Jersey
$706K +$102K +1,194 +17%
LIA
429
LS Investment Advisors
Michigan
$704K -$14.4K -169 -2%
Bank Julius Baer & Co
430
Bank Julius Baer & Co
Switzerland
$672K -$82.7K -970 -11%
EMFAT
431
Emerald Mutual Fund Advisers Trust
Pennsylvania
$672K +$228K +2,670 +51%
WI
432
Wintrust Investments
Illinois
$666K -$98.1K -1,150 -13%
PA
433
Profund Advisors
Maryland
$665K +$16.3K +191 +3%
VFA
434
Valeo Financial Advisors
Indiana
$662K -$74.8K -877 -10%
BF
435
BOK Financial
Oklahoma
$662K -$1.45K -17 -0.2%
BS
436
Boenning & Scattergood
Pennsylvania
$658K -$10.3K -121 -2%
Federated Hermes
437
Federated Hermes
Pennsylvania
$645K +$151K +1,771 +31%
AHC
438
Adell Harriman & Carpenter
Texas
$631K +$76.8K +900 +14%
FFWM
439
Future Financial Wealth Management
Ohio
$627K +$627K +7,350 New
FHA
440
Flagship Harbor Advisors
Massachusetts
$613K +$142K +1,667 +30%
GFA
441
Gifford Fong Associates
California
$597K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
442
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$579K -$326K -3,823 -36%
ACM
443
AlphaCrest Capital Management
New York
$576K +$86.9K +1,019 +18%
GSEP
444
Golden State Equity Partners
California
$569K +$569K +6,673 New
BHB
445
Bank Hapoalim BM
Israel
$561K +$224K +2,622 +66%
BCV
446
Banque Cantonale Vaudoise
Switzerland
$540K – – –
LWCFA
447
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$537K – – –
PAM
448
Peak Asset Management
Colorado
$533K +$533K +6,250 New
NO
449
Ninety One
South Africa
$529K -$176K -2,113 -25%
AIS
450
American Investment Services
Massachusetts
$520K – – –
16 17
18
19 20