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Simon Property Group
SPG

Overview Fund Activity

774 hedge funds and large institutions have $25.1B invested in Simon Property Group in 2020 Q4 according to their latest regulatory filings, with 184 funds opening new positions, 294 increasing their positions, 213 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
+107
Holders Change %
+16.04%
% of All Funds
13.73%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.28%
New
184
Increased
294
Reduced
213
Closed
69
Calls
$681M
Puts
$1.28B
Net Calls
-$599M
Net Calls Change
-$229M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$999M
2
BlackRock
BlackRock
New York
$3.04B
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$506M
4
Vanguard Group
Vanguard Group
Pennsylvania
$3.9B
5
AS
Altshuler Shaham
Israel
$170M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
$109M
2
Morgan Stanley
Morgan Stanley
New York
$349M
3
Capital World Investors
Capital World Investors
California
$479M
4
Man Group
Man Group
United Kingdom
$2.34M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
676
Bartlett & Co Wealth Management
Ohio
$32.6K +$1.65K +19 +5%
EWA
677
Evolution Wealth Advisors
Florida
$32K – – –
HI
678
Hoey Investments
Pennsylvania
$32K – – –
BC
679
Bartlett & Co
Ohio
$32K +$1.62K +19 +5%
CI
680
CX Institutional
Indiana
$31K +$17.9K +207 +137%
VCG
681
Vantage Consulting Group
Virginia
$31K +$31K +358 New
MWP
682
Meridian Wealth Partners
Pennsylvania
$30K -$12.9K -150 -30%
MAWCM
683
Mine & Arao Wealth Creation & Management
California
$30K – – –
SFP
684
Sterling Financial Planning
New Jersey
$28K +$28K +324 New
AIM
685
Anchor Investment Management
South Carolina
$27.7K – – –
CHA
686
Carmichael Hill & Associates
Maryland
$26K – – –
ATC
687
Adirondack Trust Company
New York
$25K – – –
FF
688
FourThought Financial
Florida
$24K +$24K +282 New
NICM
689
Neo Ivy Capital Management
New York
$23K -$140K -1,646 -86%
AF
690
Arrow Financial
New York
$23K – – –
ARMC
691
American Research & Management Company
Massachusetts
$23K – – –
TFIPS
692
Towarzystwo Funduszy Inwestycyjnych PZU SA
$21.3K +$21.3K +250 New
HCP
693
Hexagon Capital Partners
Arkansas
$21K – – –
CIA
694
CSat Investment Advisory
Michigan
$20K -$74.5K -861 -79%
CCA
695
Childress Capital Advisors
Texas
$20K +$20K +235 New
ZB
696
Zions Bancorporation
Utah
$19K +$5.22K +61 +38%
VNA
697
Valley National Advisers
Pennsylvania
$19K +$16.9K +200 +800%
ETC
698
Exchange Traded Concepts
Oklahoma
$18K -$2.27K -26 -11%
GWS
699
Glassman Wealth Services
Virginia
$18K +$5.13K +61 +40%
NSB
700
Norway Savings Bank
Maine
$17K -$14.4K -165 -46%
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