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Simon Property Group

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: 811 (+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: 663675 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CP
451
Camelot Portfolios
Ohio
$288K -$11K -175 -4%
LNWWM
452
Laird Norton Wetherby Wealth Management
California
$288K -$753 -12 -0.3%
CIM
453
Chapman Investment Management
California
$287K +$263K +4,198 New
Fuller & Thaler Asset Management
454
Fuller & Thaler Asset Management
California
$287K +$263K +4,200 New
LNC
455
Lincoln National Corp
Pennsylvania
$286K +$262K +4,182 New
IB
456
Intrust Bank
Kansas
$280K +$14.6K +232 +6%
CFD
457
Creative Financial Designs
Indiana
$277K +$255K +4,058 New
NB
458
Northwest Bancshares
Pennsylvania
$274K +$252K +4,013 New
MA
459
MUFG Americas
New York
$273K -$34.7K -553 -12%
CCM
460
Cadence Capital Management
Massachusetts
$266K -$260K -4,147 -52%
CB
461
Commerce Bank
Missouri
$266K -$235K -3,739 -49%
HI
462
Horizon Investments
North Carolina
$264K -$883K -14,078 -78%
FHB
463
First Hawaiian Bank
Hawaii
$261K -$19.7K -314 -8%
KMC
464
Kirr Marbach & Co
Indiana
$261K +$239K +3,810 New
TCOV
465
Trust Company of Vermont
Vermont
$258K -$62.7K -999 -21%
PA
466
Parallel Advisors
California
$257K +$185K +2,951 +361%
MAFM
467
Mid Atlantic Financial Management
Pennsylvania
$252K +$232K +3,692 New
OR
468
Olympiad Research
Connecticut
$251K +$230K +3,664 New
MCM
469
MAI Capital Management
Ohio
$250K +$230K +3,663 New
DILIC
470
Dai-ichi Life Insurance Company
Japan
$249K -$2.03M -32,353 -90%
Northwestern Mutual Wealth Management
471
Northwestern Mutual Wealth Management
Wisconsin
$249K +$46.2K +737 +25%
UR
472
USCA RIA
Texas
$248K -$78K -1,243 -26%
MFG
473
Magnus Financial Group
New York
$248K +$227K +3,624 New
BSW
474
Buckingham Strategic Wealth
Missouri
$244K +$224K +3,564 New
WKWM
475
Walter & Keenan Wealth Management
Indiana
$242K +$222K +3,540 New