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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
ST
551
Smithfield Trust
Pennsylvania
$42K +$12.7K +202 +49%
MAWCM
552
Mine & Arao Wealth Creation & Management
California
$41K
FHA
553
First Horizon Advisors
Tennessee
$41K +$125 +2 +0.3%
FMP
554
Financial Management Professionals
Texas
$38K +$8.41K +134 +32%
BWA
555
Burt Wealth Advisors
Maryland
$36K
FFC
556
First Financial Corp
Indiana
$35K
MCM
557
MV Capital Management
Maryland
$34K -$15.9K -254 -34%
DOA
558
D'Orazio & Associates
Virginia
$34K +$25.9K +413 +475%
MWP
559
Meridian Wealth Partners
Pennsylvania
$34K +$31.4K +500 New
FMII
560
Farmers & Merchants Investments Inc
Nebraska
$33K -$7.34K -117 -20%
DAM
561
Delta Asset Management
Tennessee
$33K
ATC
562
Adirondack Trust Company
New York
$30K
HIA
563
Harbor Investment Advisory
Maryland
$30K +$1.44K +23 +6%
LFG
564
LifePlan Financial Group
Ohio
$29K -$57.6K -918 -68%
LC
565
Lindbrook Capital
California
$29K +$1.63K +26 +7%
PFBT
566
Parkside Financial Bank & Trust
Missouri
$29K +$18K +287 +211%
BAM
567
Barrett Asset Management
New York
$27K -$53K -845 -68%
AA
568
Ancora Advisors
Ohio
$27K
CCM
569
Covington Capital Management
California
$27K
NSB
570
Norway Savings Bank
Maine
$25K -$627 -10 -3%
AWA
571
Arkadios Wealth Advisors
Georgia
$24.3K +$24.6K +392 New
BFIM
572
Beese Fulmer Investment Management
Ohio
$24K +$22K +350 New
CT
573
Caldwell Trust
Florida
$23.7K -$7.97K -127 -27%
HR
574
Howe & Rusling
New York
$23K -$12.4K -197 -37%
AIM
575
Anchor Investment Management
South Carolina
$22.2K -$36.1K -575 -64%