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Simon Property Group
SPG

Overview Fund Activity

774 hedge funds and large institutions have $25.1B invested in Simon Property Group in 2020 Q4 according to their latest regulatory filings, with 184 funds opening new positions, 294 increasing their positions, 213 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
+107
Holders Change %
+16.04%
% of All Funds
13.73%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.28%
New
184
Increased
294
Reduced
213
Closed
69
Calls
$681M
Puts
$1.28B
Net Calls
-$599M
Net Calls Change
-$229M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$801M
2
BlackRock
BlackRock
New York
+$317M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$312M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$213M
5
AS
Altshuler Shaham
Israel
+$168M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
-$214M
2
Morgan Stanley
Morgan Stanley
New York
-$166M
3
Capital World Investors
Capital World Investors
California
-$132M
4
Man Group
Man Group
United Kingdom
-$90.5M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$67.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
551
IFG Advisory
Georgia
$273K +$273K +3,205 New
PCM
552
Piedmont Capital Management
Montana
$271K +$271K +3,181 New
CAM
553
Cresset Asset Management
Illinois
$269K +$269K +3,064 New
P
554
Pitcairn
Pennsylvania
$265K -$41.7K -489 -14%
CK
555
Cohen Klingenstein
New York
$264K – – –
SOAMC
556
Spirit of America Management Corp
New York
$264K +$145K +1,700 +121%
AOWM
557
Alpha Omega Wealth Management
Virginia
$261K +$261K +3,060 New
FCMT
558
Founders Capital Management (Texas)
Texas
$258K +$258K +3,020 New
IB
559
Intrust Bank
Kansas
$257K -$12.4K -145 -5%
WCA
560
Westover Capital Advisors
Delaware
$256K +$256K +3,000 New
SIC
561
Salem Investment Counselors
North Carolina
$256K +$256K +3,000 New
FM
562
Family Management
New York
$255K +$255K +2,992 New
CIC
563
Carnegie Investment Counsel
Ohio
$255K +$255K +2,994 New
AAS
564
Avantax Advisory Services
Texas
$254K -$243K -2,845 -49%
TPCW
565
TD Private Client Wealth
New York
$253K -$10.2K -120 -4%
MYLI
566
Meiji Yasuda Life Insurance
Japan
$253K -$688K -8,086 -73%
TCOV
567
Trust Company of Vermont
Vermont
$248K -$87K -1,020 -26%
FMWA
568
Forvis Mazars Wealth Advisors
Missouri
$248K +$248K +2,913 New
GIA
569
Gateway Investment Advisers
Ohio
$247K +$247K +2,902 New
GI
570
GAMCO Investors
Connecticut
$237K +$237K +2,780 New
Brown Advisory
571
Brown Advisory
Maryland
$235K +$235K +2,750 New
SWA
572
Stratos Wealth Advisors
Ohio
$232K +$232K +2,717 New
ECM
573
ExodusPoint Capital Management
New York
$232K +$232K +2,725 New
FDCDDQ
574
Federation des caisses Desjardins du Quebec
Quebec, Canada
$232K +$120K +1,407 +107%
SW
575
SVB Wealth
Massachusetts
$229K +$229K +2,682 New
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