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Simon Property Group
SPG

Overview Fund Activity

660 hedge funds and large institutions have $15.9B invested in Simon Property Group in 2020 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 261 increasing their positions, 252 reducing their positions, and 197 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
660
Holders Change
-125
Holders Change %
-15.92%
% of All Funds
14.58%
Holding in Top 10
8
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-68%
% of All Funds
0.18%
New
80
Increased
261
Reduced
252
Closed
197
Calls
$146M
Puts
$214M
Net Calls
-$68.4M
Net Calls Change
+$155M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$884M
2
Capital World Investors
2
Capital World Investors
California
$1.41B
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$251M
4
SOMRS
4
State of Michigan Retirement System
Michigan
$94.9M
5
LCM
5
Laurion Capital Management
New York
$72.4M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.51M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$335M
3
BPSG
3
Brookfield Public Securities Group
New York
$0
4
OAC
4
OMERS Administration Corp
Ontario, Canada
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
726
Probity Advisors
Texas
– -$502K -3,371 Closed
SACTSONJ
727
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
– -$492K -3,300 Closed
LOAME
728
Lombard Odier Asset Management (Europe)
United Kingdom
– -$487K -3,268 Closed
ACM
729
Anfield Capital Management
California
– -$455K -3,239 Closed
SCM
730
Shelton Capital Management
Colorado
– -$480K -3,220 Closed
BFA
731
Brendel Financial Advisors
New Hampshire
– -$466K -3,125 Closed
CK
732
Cohen Klingenstein
New York
– -$462K -3,100 Closed
HWA
733
Heritage Wealth Advisors
Virginia
– -$458K -3,072 Closed
Brown Advisory
734
Brown Advisory
Maryland
– -$416K -2,790 Closed
ACI
735
Alpha Cubed Investments
California
– -$405K -2,721 Closed
Cetera Investment Advisers
736
Cetera Investment Advisers
Illinois
– -$401K -2,701 Closed
LOAMS
737
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$394K -2,647 Closed
RIM
738
Redwood Investment Management
Arizona
– -$394K -2,646 Closed
CC
739
Cedar Capital
Illinois
– -$390K -2,621 Closed
SWP
740
Stratos Wealth Partners
Ohio
– -$390K -2,616 Closed
HVIA
741
Hudson Valley Investment Advisors
New York
– -$386K -2,594 Closed
JWCA
742
J.W. Cole Advisors
Florida
– -$375K -2,521 Closed
MLL
743
Moody Lynn & Lieberson
Massachusetts
– -$372K -2,500 Closed
William Blair & Company
744
William Blair & Company
Illinois
– -$370K -2,481 Closed
Assenagon Asset Management
745
Assenagon Asset Management
Luxembourg
– -$367K -2,466 Closed
JSL
746
JT Stratford LLC
Georgia
– -$366K -2,455 Closed
SS
747
Simplicity Solutions
Minnesota
– -$359K -2,409 Closed
EI
748
EDMP Inc
Florida
– -$358K -2,400 Closed
SC
749
Savant Capital
Illinois
– -$349K -2,345 Closed
CWM
750
Cabot Wealth Management
Massachusetts
– -$347K -2,329 Closed
28 29
30
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