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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
DPIM
51
Duff & Phelps Investment Management
Illinois
$51.5M +$17.2M +273,805 +57%
Asset Management One
52
Asset Management One
Japan
$49.1M +$2.91M +46,334 +7%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$48.4M -$24.1M -383,734 -35%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$47.4M +$3.64M +58,051 +9%
NMIMC
55
Northwestern Mutual Investment Management Company
Wisconsin
$46.8M +$49.1K +783 +0.1%
GT
56
Glenmede Trust
Pennsylvania
$44.9M +$39.7M +633,097 +2,626%
Wells Fargo
57
Wells Fargo
California
$44.5M -$8.83M -140,796 -18%
SCM
58
Smead Capital Management
Arizona
$42.6M +$21.1M +337,094 +118%
Barclays
59
Barclays
United Kingdom
$42.1M -$34.3M -547,328 -47%
Millennium Management
60
Millennium Management
New York
$39.3M +$18.5M +295,292 +106%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$38M -$8.05M -128,362 -19%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$37.9M -$944K -15,046 -3%
State of Tennessee, Department of Treasury
63
State of Tennessee, Department of Treasury
Tennessee
$37.5M +$16.3M +259,098 +89%
SEI Investments
64
SEI Investments
Pennsylvania
$35.7M +$4.81M +76,679 +17%
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$34.5M -$12.2M -194,792 -28%
AQR Capital Management
66
AQR Capital Management
Connecticut
$34.2M -$18.4M -292,875 -37%
Balyasny Asset Management
67
Balyasny Asset Management
Illinois
$32.9M +$30.2M +481,062 New
HRES
68
Heitman Real Estate Securities
Illinois
$32.7M -$10.9M -173,581 -27%
Los Angeles Capital Management
69
Los Angeles Capital Management
California
$32.5M -$3.21M -51,104 -10%
National Pension Service
70
National Pension Service
South Korea
$32.4M +$5.97M +95,240 +25%
VRS
71
Virginia Retirement Systems
Virginia
$31.6M +$897K +14,300 +3%
HSBC Holdings
72
HSBC Holdings
United Kingdom
$30.8M -$2.56M -40,890 -8%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$30.5M +$503K +8,020 +2%
UBS Group
74
UBS Group
Switzerland
$30.2M -$10.9M -173,094 -28%
Ninety One (UK)
75
Ninety One (UK)
United Kingdom
$29.8M +$18.6M +295,798 +211%