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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
$569M
2
Cohen & Steers
Cohen & Steers
New York
$1.3B
3
BlackRock
BlackRock
New York
$2.17B
4
Deutsche Bank
Deutsche Bank
Germany
$159M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$264M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$904M
2
Capital Research Global Investors
Capital Research Global Investors
California
$245M
3
AAMU
APG Asset Management US
New York
$280M
4
Invesco
Invesco
Georgia
$191M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FMP
551
Financial Management Professionals
Texas
$38K +$9.26K +134 +32%
BWA
552
Burt Wealth Advisors
Maryland
$36K – – –
FFC
553
First Financial Corp
Indiana
$35K – – –
MCM
554
MV Capital Management
Maryland
$34K -$17.3K -254 -34%
DOA
555
D'Orazio & Associates
Virginia
$34K +$28.1K +413 +475%
MWP
556
Meridian Wealth Partners
Pennsylvania
$34K +$34K +500 New
FMII
557
Farmers & Merchants Investments Inc
Nebraska
$33K -$8.06K -117 -20%
DAM
558
Delta Asset Management
Tennessee
$33K – – –
ATC
559
Adirondack Trust Company
New York
$30K – – –
HIA
560
Harbor Investment Advisory
Maryland
$30K +$1.58K +23 +6%
LFG
561
LifePlan Financial Group
Ohio
$29K -$62.6K -918 -68%
LC
562
Lindbrook Capital
California
$29K +$1.8K +26 +7%
PFBT
563
Parkside Financial Bank & Trust
Missouri
$29K +$19.7K +287 +211%
BAM
564
Barrett Asset Management
New York
$27K -$57K -845 -68%
CCM
565
Covington Capital Management
California
$27K – – –
AA
566
Ancora Advisors
Ohio
$27K – – –
NSB
567
Norway Savings Bank
Maine
$25K -$694 -10 -3%
AWA
568
Arkadios Wealth Advisors
Georgia
$24.3K +$24.3K +392 New
BFIM
569
Beese Fulmer Investment Management
Ohio
$24K +$24K +350 New
HR
570
Howe & Rusling
New York
$23K -$13.2K -197 -37%
AIM
571
Anchor Investment Management
South Carolina
$22.2K -$39.3K -575 -64%
CHA
572
Carmichael Hill & Associates
Maryland
$21K -$4.76K -68 -18%
BWA
573
BDO Wealth Advisors
Florida
$21K +$21K +300 New
BL
574
Balentine LLC
Georgia
$21K +$21K +305 New
RA
575
Rational Advisors
New York
$21K +$21K +307 New
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23
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