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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
CF
476
Centaurus Financial
California
$238K +$218K +3,479 New
LCM
477
Laurion Capital Management
New York
$236K -$82.6M -1,316,957 -100%
IWP
478
Icon Wealth Partners
Texas
$232K +$213K +3,393 New
AWM
479
AE Wealth Management
Kansas
$231K -$37.8K -602 -15%
RJT
480
Raymond James Trust
Florida
$228K -$68.2K -1,088 -25%
SACTSONJ
481
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$226K +$207K +3,300 New
Cerity Partners
482
Cerity Partners
New York
$226K +$207K +3,301 New
MAM
483
Martingale Asset Management
Massachusetts
$226K +$207K +3,304 New
ACI
484
Alpha Cubed Investments
California
$223K +$205K +3,266 New
LS
485
Livforsakringsbolaget Skandia
Sweden
$222K
SCM
486
Shelton Capital Management
Colorado
$220K +$202K +3,220 New
XS
487
XR Securities
Illinois
$219K +$201K +3,200 New
MIA
488
MainStreet Investment Advisors
Illinois
$219K +$201K +3,206 New
WANY
489
Wealthspire Advisors (New York)
New York
$218K +$200K +3,183 New
MSWMA
490
Market Street Wealth Management Advisors
Indiana
$216K +$198K +3,163 New
Cetera Investment Advisers
491
Cetera Investment Advisers
Illinois
$215K +$197K +3,139 New
CIC
492
Carnegie Investment Counsel
Ohio
$214K +$196K +3,124 New
CK
493
Cohen Klingenstein
New York
$212K +$194K +3,100 New
TPCW
494
TD Private Client Wealth
New York
$212K +$42.1K +671 +28%
GI
495
GAMCO Investors
Connecticut
$207K -$111K -1,774 -37%
HKAM
496
Horizon Kinetics Asset Management
New York
$205K +$188K +2,998 New
GWM
497
Geneos Wealth Management
Colorado
$199K +$78.7K +1,254 +63%
TC
498
Trust Company
Kansas
$186K +$170K +2,718 New
AssetMark Inc
499
AssetMark Inc
California
$179K -$278K -4,438 -63%
NICM
500
Neo Ivy Capital Management
New York
$175K -$67.2K -1,072 -29%