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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 %
AWM
476
AE Wealth Management
Kansas
$231K -$41.2K -602 -15%
RJT
477
Raymond James Trust
Florida
$228K -$74.3K -1,088 -25%
SACTSONJ
478
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$226K +$226K +3,300 New
Cerity Partners
479
Cerity Partners
New York
$226K +$226K +3,301 New
MAM
480
Martingale Asset Management
Massachusetts
$226K +$226K +3,304 New
ACI
481
Alpha Cubed Investments
California
$223K +$223K +3,266 New
LS
482
Livforsakringsbolaget Skandia
Sweden
$222K – – –
SCM
483
Shelton Capital Management
Colorado
$220K +$220K +3,220 New
XS
484
XR Securities
Illinois
$219K +$219K +3,200 New
MIA
485
MainStreet Investment Advisors
Illinois
$219K +$219K +3,206 New
WANY
486
Wealthspire Advisors (New York)
New York
$218K +$218K +3,183 New
MSWMA
487
Market Street Wealth Management Advisors
Indiana
$216K +$216K +3,163 New
Cetera Investment Advisers
488
Cetera Investment Advisers
Illinois
$215K +$215K +3,139 New
CIC
489
Carnegie Investment Counsel
Ohio
$214K +$214K +3,124 New
CK
490
Cohen Klingenstein
New York
$212K +$212K +3,100 New
TPCW
491
TD Private Client Wealth
New York
$212K +$45.9K +671 +28%
GI
492
GAMCO Investors
Connecticut
$207K -$121K -1,774 -37%
HKAM
493
Horizon Kinetics Asset Management
New York
$205K +$205K +2,998 New
GWM
494
Geneos Wealth Management
Colorado
$199K +$77.3K +1,254 +63%
TC
495
Trust Company
Kansas
$186K +$186K +2,718 New
AssetMark Inc
496
AssetMark Inc
California
$179K -$304K -4,438 -63%
NICM
497
Neo Ivy Capital Management
New York
$175K -$73.2K -1,072 -29%
RIM
498
Rampart Investment Management
Connecticut
$163K -$27.5K -403 -14%
EDRH
499
Edmond de Rothschild Holding
Switzerland
$159K -$274K -4,000 -63%
WT
500
Whittier Trust
California
$158K +$58.3K +850 +58%
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