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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
CHA
576
Carmichael Hill & Associates
Maryland
$21K -$4.27K -68 -18%
BWA
577
BDO Wealth Advisors
Florida
$21K +$18.8K +300 New
BL
578
Balentine LLC
Georgia
$21K +$19.1K +305 New
RA
579
Rational Advisors
New York
$21K +$19.3K +307 New
SCM
580
Silvant Capital Management
Georgia
$20K
TL
581
TrueWealth LLC
Georgia
$19K +$17.3K +275 New
ARMC
582
American Research & Management Company
Massachusetts
$18K -$16.7K -267 -50%
ED
583
Exane Derivatives
France
$17.2K -$20.4K -326 -56%
LWM
584
Lenox Wealth Management
Ohio
$17K +$4.33K +69 +36%
FANJ
585
Financial Architects (New Jersey)
New Jersey
$17K +$8.78K +140 +135%
BWM
586
BerganKDV Wealth Management
Minnesota
$14K -$3.51K -56 -21%
TFA
587
Toth Financial Advisory
Virginia
$14K +$5.02K +80 +67%
HFM
588
Harvest Fund Management
China
$13K -$50.6K -807 -81%
RAM
589
Riggs Asset Management
Pennsylvania
$13K -$12.5K -200 -50%
CWC
590
Carolinas Wealth Consulting
North Carolina
$13K +$11.7K +186 New
RWA
591
Ropes Wealth Advisors
Massachusetts
$12K
EARNEST Partners
592
EARNEST Partners
Georgia
$12K +$11.2K +178 New
SIS
593
Sound Income Strategies
Florida
$11K -$1.88K -30 -16%
AP
594
Atwood & Palmer
Missouri
$11K
BBA
595
Braun-Bostich & Associates
Pennsylvania
$11K
CAC
596
Certified Advisory Corp
Florida
$11K
TWA
597
TCI Wealth Advisors
Arizona
$11K +$6.52K +104 +208%
GRP
598
Global Retirement Partners
California
$10K -$314 -5 -3%
CCA
599
Column Capital Advisors
Indiana
$10K
CFN
600
Cordasco Financial Network
Florida
$10K +$1.44K +23 +19%