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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 %
AIM
576
Arcadia Investment Management
Michigan
$10K – – –
LWM
577
Lenox Wealth Management
Ohio
$10K +$1.61K +31 +19%
TFO
578
Tarbox Family Office
California
$10K +$3.24K +60 +48%
AP
579
Atwood & Palmer
Missouri
$9K – – –
RWA
580
Ropes Wealth Advisors
Massachusetts
$9K – – –
CAC
581
Certified Advisory Corp
Florida
$9K +$113 +2 +1%
KFI
582
Key Financial Inc
Pennsylvania
$9K +$9K +159 New
BBA
583
Braun-Bostich & Associates
Pennsylvania
$8K -$136K -2,806 -94%
CCA
584
Column Capital Advisors
Indiana
$8K – – –
AJ
585
Ashburton (Jersey)
Jersey
$8K – – –
GRP
586
Global Retirement Partners
California
$8K – – –
GSWM
587
Golden State Wealth Management
California
$8K +$8K +142 New
PFBT
588
Parkside Financial Bank & Trust
Missouri
$7K -$3.6K -70 -34%
CFN
589
Cordasco Financial Network
Florida
$7K -$1.32K -23 -16%
SC
590
Solstein Capital
California
$7K – – –
TFA
591
Toth Financial Advisory
Virginia
$7K – – –
CI
592
CX Institutional
Indiana
$7K +$7K +133 New
ClearBridge Investments
593
ClearBridge Investments
New York
$6K -$8.16M -140,092 -100%
WCG
594
Weaver Consulting Group
California
$6K -$6K -100 -50%
TAIM
595
TD Ameritrade Investment Management
Nebraska
$6K -$818 -15 -12%
CFA
596
Carroll Financial Associates
North Carolina
$6K -$313 -6 -5%
HI
597
Hudock Inc
Pennsylvania
$6K – – –
FANJ
598
Financial Architects (New Jersey)
New Jersey
$6K – – –
HCM
599
Highlander Capital Management
New Jersey
$6K – – –
IA
600
IndexIQ Advisors
New York
$6K +$58 +1 +1%
22 23
24
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