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Simon Property Group

663 hedge funds and large institutions have $16B invested in Simon Property Group in 2020 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 262 increasing their positions, 252 reducing their positions, and 197 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 252

0.47% less ownership

Funds ownership: 95.99%95.52% (-0.47%)

16% less funds holding

Funds holding: 787663 (-124)

32% less call options, than puts

Call options by funds: $146M | Put options by funds: $214M

59% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 197

64% less capital invested

Capital invested by funds: $43.8B → $16B (-$27.9B)

68% less funds holding in top 10

Funds holding in top 10: 258 (-17)

Holders
663
Holders Change
-124
Holders Change %
-15.76%
% of All Funds
14.61%
Holding in Top 10
8
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-68%
% of All Funds
0.18%
New
81
Increased
262
Reduced
252
Closed
197
Calls
$146M
Puts
$214M
Net Calls
-$68.4M
Net Calls Change
+$155M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$129M -$239M -1,999,124 -46%
N
27
Nuveen
North Carolina
$121M -$174M -1,457,590 -40%
Barrow, Hanley, Mewhinney & Strauss
28
Barrow, Hanley, Mewhinney & Strauss
Texas
$110M -$10.2M -85,675 -4%
CS
29
Credit Suisse
Switzerland
$105M +$116M +967,892 +102%
Bank of America
30
Bank of America
North Carolina
$101M -$151M -1,259,912 -41%
SOMRS
31
State of Michigan Retirement System
Michigan
$94.9M +$198M +1,656,100 +2,232%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$94.2M +$75.6M +632,400 +58%
Massachusetts Financial Services
33
Massachusetts Financial Services
Massachusetts
$82.5M +$62.6M +523,379 +53%
PP
34
Prudential plc
United Kingdom
$76.3M +$78.7M +657,850 +90%
LCM
35
Laurion Capital Management
New York
$72.4M +$158M +1,320,405 New
CIM
36
Centersquare Investment Management
Pennsylvania
$71.2M -$61.1M -510,911 -28%
Swiss National Bank
37
Swiss National Bank
Switzerland
$66.9M +$23.8M +199,300 +20%
LIMS
38
Lasalle Investment Management Securities
Maryland
$65M -$6.13M -51,230 -4%
Barclays
39
Barclays
United Kingdom
$63.8M +$21.7M +181,754 +19%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$59.9M -$131M -1,094,128 -50%
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$56.4M +$123M +1,027,293 New
CIMLRA
42
CBRE Investment Management Listed Real Assets
Pennsylvania
$55.7M -$39.9M -333,780 -25%
Renaissance Technologies
43
Renaissance Technologies
New York
$55.1M +$55.3M +462,100 +85%
Canada Pension Plan Investment Board
44
Canada Pension Plan Investment Board
Ontario, Canada
$52.9M +$42.6M +356,287 +59%
ACM
45
Adelante Capital Management
California
$51.7M +$1.43M +11,960 +1%
Stifel Financial
46
Stifel Financial
Missouri
$50.1M +$28M +233,832 +34%
AQR Capital Management
47
AQR Capital Management
Connecticut
$43.5M -$12M -100,217 -11%
Wells Fargo
48
Wells Fargo
California
$43.4M -$16.6M -138,624 -15%
Canada Life
49
Canada Life
Manitoba, Canada
$43M +$3.41M +28,486 +4%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$42.8M +$72.3M +604,537 +164%

SPG Hedge Fund Activity: Q1 2020 in Review

663 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q1 2020, worth a combined $16B — down 64% from $43.8B a quarter earlier.

Sellers outnumbered buyers: 197 funds closed out of SPG and 81 opened new positions — a net loss of 116 holders — while 252 trimmed existing stakes and 262 added.

The largest buyer was Cohen & Steers, adding an estimated $964M. The largest seller was Wellington Management Group, cutting an estimated $804M.

  • 663 institutional investors held Simon Property Group (SPG) as of Q1 2020, down from 787 in Q4 2019.
  • Funds reported $16B of Simon Property Group stock for Q1 2020, down 64% quarter-over-quarter.
  • 81 funds opened new Simon Property Group positions in Q1 2020 and 197 closed out, a net change of -116 holders.
  • The largest Simon Property Group buyer in Q1 2020 was Cohen & Steers, an estimated $964M added.
  • The largest Simon Property Group seller in Q1 2020 was Wellington Management Group, an estimated $804M sold.

Based on aggregated 13F filings for Q1 2020.