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Simon Property Group
SPG

Overview Fund Activity

660 hedge funds and large institutions have $15.9B invested in Simon Property Group in 2020 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 261 increasing their positions, 252 reducing their positions, and 197 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
660
Holders Change
-125
Holders Change %
-15.92%
% of All Funds
14.58%
Holding in Top 10
8
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-68%
% of All Funds
0.18%
New
80
Increased
261
Reduced
252
Closed
197
Calls
$146M
Puts
$214M
Net Calls
-$68.4M
Net Calls Change
+$155M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$884M
2
Capital World Investors
Capital World Investors
California
$1.41B
3
Daiwa Securities Group
Daiwa Securities Group
Japan
$251M
4
SOMRS
State of Michigan Retirement System
Michigan
$94.9M
5
LCM
Laurion Capital Management
New York
$72.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.51M
2
Capital Research Global Investors
Capital Research Global Investors
California
$335M
3
BPSG
Brookfield Public Securities Group
New York
$0
4
OAC
OMERS Administration Corp
Ontario, Canada
$0
5
Fidelity Investments
Fidelity Investments
Massachusetts
$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
501
LifePlan Financial Group
Ohio
$74K – – –
ASN
502
Advisory Services Network
Georgia
$74K +$766 +14 +1%
OIA
503
Optimum Investment Advisors
Illinois
$69K -$5.52K -100 -7%
BAM
504
Barrett Asset Management
New York
$68K -$6.83K -125 -9%
TRCT
505
Tower Research Capital (TRC)
New York
$67K +$51.9K +948 +342%
WPA
506
West Paces Advisors
Georgia
$64.5K -$138K -2,515 -68%
AF
507
Advisornet Financial
Minnesota
$64K +$56.8K +1,035 +784%
EAM
508
Erste Asset Management
Austria
$57.1K +$8.12K +148 +17%
MIFH
509
Migdal Insurance & Financial Holdings
Israel
$56K -$28.7K -525 -34%
HFM
510
Harvest Fund Management
China
$54K -$2.7K -50 -5%
CAW
511
Cornerstone Advisors (Washington)
Washington
$54K +$24K +437 +80%
Bessemer Group
512
Bessemer Group
New Jersey
$53K +$14.1K +256 +36%
BWL
513
Bogart Wealth LLC
Virginia
$52K -$796K -14,603 -94%
KPW
514
Kore Private Wealth
New York
$50K +$4.96K +90 +11%
AIM
515
Anchor Investment Management
South Carolina
$49.4K – – –
SL
516
Savior LLC
Massachusetts
$49K -$489 -9 -1%
OPS
517
Orion Portfolio Solutions
Nebraska
$47K +$18.7K +342 +66%
CIA
518
CSat Investment Advisory
Michigan
$44K +$5.69K +102 +15%
PA
519
Parallel Advisors
California
$44K +$10.6K +197 +32%
MCM
520
MV Capital Management
Maryland
$41K +$218 +4 +0.5%
QCG
521
Quadrant Capital Group
Ohio
$41K +$11.1K +189 +37%
APA
522
American Portfolios Advisors
New York
$39.7K -$3.51K -64 -8%
CFB
523
Cullen/Frost Bankers
Texas
$39K -$2.71K -50 -6%
QAM
524
QCI Asset Management
New York
$39K – – –
IUHSA
525
Itau Unibanco Holding S.A.
Brazil
$38K -$11K -200 -23%
19 20
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