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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 %
WWM
626
Willingdon Wealth Management
North Carolina
$3K – – –
NPP
627
New Potomac Partners
Maryland
$3K – – –
OAM
628
Optimal Asset Management
California
$2.96K +$1.34K +24,338 +82%
AA
629
Advisory Alpha
Michigan
$2.23K +$2.23K +42 New
JFGIW
630
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K -$1.67K -35 -45%
SFA
631
Semmax Financial Advisors
North Carolina
$2K -$1.54K -30 -43%
SCA
632
Stonebridge Capital Advisors
Minnesota
$2K -$150 -3 -7%
GWMIA
633
Global Wealth Management Investment Advisory
Florida
$2K – – –
DCM
634
Davis Capital Management
Florida
$2K +$2K +35 New
SMFS
635
Squar Milner Financial Services
California
$2K +$1.68K +42 +525%
SWA
636
Sutton Wealth Advisors
Florida
$1.65K -$12.6K -229 -88%
WLPWM
637
Walled Lake Planning & Wealth Management
Illinois
$1K -$1.86M -22,285 -100%
LWM
638
Liberty Wealth Management
California
$1K -$357 -5 -26%
IWP
639
IAG Wealth Partners
Wisconsin
$1K – – –
VNA
640
Valley National Advisers
Pennsylvania
$1K – – –
BWM
641
Baystate Wealth Management
Massachusetts
$1K – – –
SWM
642
Selective Wealth Management
Virginia
$1K – – –
JFA
643
JNBA Financial Advisors
Minnesota
$1K – – –
WAP
644
Wealthcare Advisory Partners
Pennsylvania
$1K – – –
VCP
645
Verus Capital Partners
Arizona
$1K – – –
LAS
646
Lloyd Advisory Services
Georgia
$1K -$15K – –
DI
647
Disciplined Investments
Oklahoma
$1K – – –
BHWM
648
Bay Harbor Wealth Management
Maryland
$1K +$1K +15 New
TCM
649
Tradewinds Capital Management
Washington
$1K +$1K +17 New
BBHC
650
Brown Brothers Harriman & Co
New York
$1K +$1K +18 New
24 25
26
27 28