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Simon Property Group

663 hedge funds and large institutions have $16B invested in Simon Property Group in 2020 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 262 increasing their positions, 252 reducing their positions, and 197 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 252

0.47% less ownership

Funds ownership: 95.99%95.52% (-0.47%)

16% less funds holding

Funds holding: 787663 (-124)

32% less call options, than puts

Call options by funds: $146M | Put options by funds: $214M

59% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 197

64% less capital invested

Capital invested by funds: $43.8B → $16B (-$27.9B)

68% less funds holding in top 10

Funds holding in top 10: 258 (-17)

Holders
663
Holders Change
-124
Holders Change %
-15.76%
% of All Funds
14.61%
Holding in Top 10
8
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-68%
% of All Funds
0.18%
New
81
Increased
262
Reduced
252
Closed
197
Calls
$146M
Puts
$214M
Net Calls
-$68.4M
Net Calls Change
+$155M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
51
Two Sigma Investments
New York
$42.7M +$21.4M +179,086 +30%
First Trust Advisors
52
First Trust Advisors
Illinois
$41.5M +$38M +318,189 +73%
Russell Investments Group
53
Russell Investments Group
United Kingdom
$40.9M -$20M -166,970 -18%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$38.4M -$909K -7,600 -1%
AllianceBernstein
55
AllianceBernstein
Tennessee
$37.9M -$1.14M -9,498 -1%
NMIMC
56
Northwestern Mutual Investment Management Company
Wisconsin
$37.5M +$489K +4,092 +0.6%
Victory Capital Management
57
Victory Capital Management
Texas
$37.5M +$32.9M +274,953 +67%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$37.5M -$111M -930,202 -58%
PPA
59
Parametric Portfolio Associates
Washington
$37.3M +$7.88M +65,899 +11%
Asset Management One
60
Asset Management One
Japan
$36.9M -$13M -109,075 -14%
ACM
61
AEW Capital Management
Massachusetts
$36.1M -$30.2M -252,351 -28%
HRES
62
Heitman Real Estate Securities
Illinois
$35.8M -$11.9M -99,385 -13%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$34.8M -$6.02M -50,349 -7%
AAMU
64
Amundi Asset Management US
Massachusetts
$34.2M +$44.8M +374,560 +29%
UBS Group
65
UBS Group
Switzerland
$33.7M -$4.75M -39,740 -6%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$31.2M -$216K -1,807 -0.3%
SO
67
STRS Ohio
Ohio
$30.9M +$3.49M +29,213 +5%
Citadel Advisors
68
Citadel Advisors
Florida
$30.8M +$62.5M +522,606 +1,335%
Deutsche Bank
69
Deutsche Bank
Germany
$30.2M -$130M -1,084,286 -66%
Los Angeles Capital Management
70
Los Angeles Capital Management
California
$28.9M -$12M -100,484 -16%
HSBC Holdings
71
HSBC Holdings
United Kingdom
$27.3M -$1.11M -9,283 -2%
Ohio Public Employees Retirement System (OPERS)
72
Ohio Public Employees Retirement System (OPERS)
Ohio
$26.9M -$1.7M -14,235 -3%
DPIM
73
Duff & Phelps Investment Management
Illinois
$26.3M -$33.8M -282,415 -37%
Prudential Financial
74
Prudential Financial
New Jersey
$26.2M -$915K -7,653 -2%
State of New Jersey Common Pension Fund D
75
State of New Jersey Common Pension Fund D
New Jersey
$25.6M

SPG Hedge Fund Activity: Q1 2020 in Review

663 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q1 2020, worth a combined $16B — down 64% from $43.8B a quarter earlier.

Sellers outnumbered buyers: 197 funds closed out of SPG and 81 opened new positions — a net loss of 116 holders — while 252 trimmed existing stakes and 262 added.

The largest buyer was Cohen & Steers, adding an estimated $964M. The largest seller was Wellington Management Group, cutting an estimated $804M.

  • 663 institutional investors held Simon Property Group (SPG) as of Q1 2020, down from 787 in Q4 2019.
  • Funds reported $16B of Simon Property Group stock for Q1 2020, down 64% quarter-over-quarter.
  • 81 funds opened new Simon Property Group positions in Q1 2020 and 197 closed out, a net change of -116 holders.
  • The largest Simon Property Group buyer in Q1 2020 was Cohen & Steers, an estimated $964M added.
  • The largest Simon Property Group seller in Q1 2020 was Wellington Management Group, an estimated $804M sold.

Based on aggregated 13F filings for Q1 2020.