We are live on ! Find out more
SPG icon

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
CI
651
CX Institutional
Indiana
$2K -$6.71K -107 -80%
DCM
652
Davis Capital Management
Florida
$2K
JFA
653
JNBA Financial Advisors
Minnesota
$2K
GC
654
Globeflex Capital
California
$2K +$1.44K +23 +256%
EWM
655
Endurance Wealth Management
Rhode Island
$2K +$1.57K +25 New
LFG
656
Larson Financial Group
Missouri
$2K +$2.2K +35 New
PW
657
Price Wealth
Texas
$1K -$3.89K -62 -79%
JFGIW
658
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K -$1.76K -28 -67%
BBHC
659
Brown Brothers Harriman & Co
New York
$1K -$565 -9 -50%
IWP
660
IAG Wealth Partners
Wisconsin
$1K -$502 -8 -62%
BWM
661
Baystate Wealth Management
Massachusetts
$1K
LWM
662
Liberty Wealth Management
California
$1K
LAS
663
Lloyd Advisory Services
Georgia
$1K
SWM
664
Selective Wealth Management
Virginia
$1K
WLPWM
665
Walled Lake Planning & Wealth Management
Illinois
$1K
TFA
666
Transamerica Financial Advisors
Florida
$1K +$63 +1 New
HS
667
Horan Securities
United States
$1K +$753 +12 New
NC
668
NewSquare Capital
Pennsylvania
$1K +$878 +14 New
PMFA
669
Plante Moran Financial Advisors
Michigan
$1K +$1.07K +17 +850%
EWM
670
Edge Wealth Management
New York
$1K +$1.25K +20 New
TI
671
tru Independence
Oregon
$34 -$56.5K -900 -65%
Barrow, Hanley, Mewhinney & Strauss
672
Barrow, Hanley, Mewhinney & Strauss
Texas
-$110M -1,999,198 Closed
Massachusetts Financial Services
673
Massachusetts Financial Services
Massachusetts
-$82.5M -1,504,412 Closed
Renaissance Technologies
674
Renaissance Technologies
New York
-$55.1M -1,003,805 Closed
RC
675
Resolution Capital
Australia
-$22.9M -418,024 Closed