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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
GFPC
626
Global Financial Private Client
Florida
$5.07K -$10.6K -169 -70%
SF
627
Synovus Financial
Georgia
$5K -$433K -6,906 -99%
ZB
628
Zions Bancorporation
Utah
$5K -$11.4K -181 -73%
TFO
629
Tarbox Family Office
California
$5K -$6.65K -106 -57%
SFSIG
630
San Francisco Sentry Investment Group
California
$5K -$690 -11 -14%
CFFP
631
Center for Financial Planning
Michigan
$5K
RDWM
632
Red Door Wealth Management
Tennessee
$5K +$3.14K +50 +139%
DI
633
Disciplined Investments
Oklahoma
$5K +$3.26K +52 +325%
RIA
634
RPG Investment Advisory
California
$5K +$4.71K +75 New
KWM
635
Keebeck Wealth Management
Illinois
$5K +$5.27K +84 New
RE
636
RBC Europe
United Kingdom
$4.1K
IFAM
637
Institutional & Family Asset Management
Colorado
$4K -$753 -12 -18%
SIAS
638
Shine Investment Advisory Services
Colorado
$4K +$3.51K +56 New
EWA
639
Evolution Wealth Advisors
Florida
$4K +$3.76K +60 New
FWM
640
Focused Wealth Management
New York
$4K +$3.76K +60 New
PGAM
641
Princeton Global Asset Management
New Jersey
$4K +$3.95K +63 New
SWA
642
Sutton Wealth Advisors
Florida
$3.49K +$1.32K +21 +70%
HWA
643
Heritage Wealth Advisors
Virginia
$3.42K +$3.14K +50 New
AJ
644
Ashburton (Jersey)
Jersey
$3K -$5.77K -92 -65%
GI
645
Gradient Investments
Minnesota
$3K -$251 -4 -8%
NPP
646
New Potomac Partners
Maryland
$3K
SFA
647
Semmax Financial Advisors
North Carolina
$3K
VNA
648
Valley National Advisers
Pennsylvania
$3K +$753 +12 +48%
SIM
649
Sonora Investment Management
Arizona
$3K +$2.32K +37 New
BWL
650
Bogart Wealth LLC
Virginia
$2K -$58.2K -928 -97%