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Simon Property Group
SPG

Overview Fund Activity

671 hedge funds and large institutions have $18.7B invested in Simon Property Group in 2020 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 219 increasing their positions, 263 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
+11
Holders Change %
+1.67%
% of All Funds
13.79%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.23%
New
116
Increased
219
Reduced
263
Closed
97
Calls
$404M
Puts
$800M
Net Calls
-$396M
Net Calls Change
-$327M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
$569M
2
Cohen & Steers
Cohen & Steers
New York
$1.3B
3
BlackRock
BlackRock
New York
$2.17B
4
Deutsche Bank
Deutsche Bank
Germany
$159M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$264M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$904M
2
Capital Research Global Investors
Capital Research Global Investors
California
$245M
3
AAMU
APG Asset Management US
New York
$280M
4
Invesco
Invesco
Georgia
$191M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
651
Endurance Wealth Management
Rhode Island
$2K +$2K +25 New
LFG
652
Larson Financial Group
Missouri
$2K +$2K +35 New
PW
653
Price Wealth
Texas
$1K -$3.88K -62 -79%
JFGIW
654
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K -$2K -28 -67%
BBHC
655
Brown Brothers Harriman & Co
New York
$1K -$1K -9 -50%
IWP
656
IAG Wealth Partners
Wisconsin
$1K -$1.6K -8 -62%
LAS
657
Lloyd Advisory Services
Georgia
$1K -$1K – –
SWM
658
Selective Wealth Management
Virginia
$1K – – –
BWM
659
Baystate Wealth Management
Massachusetts
$1K – – –
LWM
660
Liberty Wealth Management
California
$1K – – –
WLPWM
661
Walled Lake Planning & Wealth Management
Illinois
$1K – – –
TFA
662
Transamerica Financial Advisors
Florida
$1K +$1K +1 New
HS
663
Horan Securities
United States
$1K +$1K +12 New
NC
664
NewSquare Capital
Pennsylvania
$1K +$1K +14 New
PMFA
665
Plante Moran Financial Advisors
Michigan
$1K +$895 +17 +850%
EWM
666
Edge Wealth Management
New York
$1K +$1K +20 New
TI
667
tru Independence
Oregon
$34 -$63 -900 -65%
Barrow, Hanley, Mewhinney & Strauss
668
Barrow, Hanley, Mewhinney & Strauss
Texas
– -$110M -1,999,198 Closed
Massachusetts Financial Services
669
Massachusetts Financial Services
Massachusetts
– -$82.5M -1,504,412 Closed
Renaissance Technologies
670
Renaissance Technologies
New York
– -$55.1M -1,003,805 Closed
RC
671
Resolution Capital
Australia
– -$22.9M -418,024 Closed
SJIC
672
St. James Investment Company
Texas
– -$9.86M -179,707 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
673
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$9.78M -178,300 Closed
Connor, Clark & Lunn Investment Management (CC&L)
674
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$5.23M -95,290 Closed
VLKIM
675
Van Lanschot Kempen Investment Management
Netherlands
– -$4.65M -84,670 Closed
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