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Simon Property Group

671 hedge funds and large institutions have $17.6B invested in Simon Property Group in 2020 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 258 increasing their positions, 222 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 222

4% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 81

1% less funds holding

Funds holding: 675671 (-4)

2.02% less ownership

Funds ownership: 91.28%89.27% (-2%)

6% less capital invested

Capital invested by funds: $18.8B → $17.6B (-$1.12B)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

38% less call options, than puts

Call options by funds: $594M | Put options by funds: $964M

Holders
671
Holders Change
-4
Holders Change %
-0.59%
% of All Funds
13.54%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.2%
New
84
Increased
258
Reduced
222
Closed
81
Calls
$594M
Puts
$964M
Net Calls
-$370M
Net Calls Change
+$26M
Name Holding Trade Value Shares
Change
Change in
Stake
RAM
726
Riggs Asset Management
Pennsylvania
-$13K -200 Closed
BBA
727
Braun-Bostich & Associates
Pennsylvania
-$11K -165 Closed
ClearBridge Investments
728
ClearBridge Investments
New York
-$7K -103 Closed
CA
729
Clearstead Advisors
Ohio
-$7K -100 Closed
PIMG
730
Patriot Investment Management Group
Tennessee
-$6.88K -100 Closed
RDWM
731
Red Door Wealth Management
Tennessee
-$5K -86 Closed
KWM
732
Keebeck Wealth Management
Illinois
-$5K -84 Closed
SF
733
Synovus Financial
Georgia
-$5K -77 Closed
GFPC
734
Global Financial Private Client
Florida
-$5.07K -72 Closed
PCS
735
Personal CFO Solutions
New Jersey
-$4.07K -62 -1%
SIAS
736
Shine Investment Advisory Services
Colorado
-$4K -56 Closed
HWA
737
Heritage Wealth Advisors
Virginia
-$3.42K -50 Closed
SIM
738
Sonora Investment Management
Arizona
-$3K -37 Closed
GC
739
Globeflex Capital
California
-$2K -32 Closed
EWM
740
Endurance Wealth Management
Rhode Island
-$2K -25 Closed
PMFA
741
Plante Moran Financial Advisors
Michigan
-$1.11K -17 -89%
NC
742
NewSquare Capital
Pennsylvania
-$1K -14 Closed
HS
743
Horan Securities
United States
-$1K -12 Closed
WLPWM
744
Walled Lake Planning & Wealth Management
Illinois
-$1K -12 Closed
SWM
745
Selective Wealth Management
Virginia
-$1K -11 Closed
IWP
746
IAG Wealth Partners
Wisconsin
-$1K -5 Closed
TFA
747
Transamerica Financial Advisors
Florida
-$1K -1 Closed
MCM
748
Manchester Capital Management
Vermont
+$262 +4 New

SPG Hedge Fund Activity: Q3 2020 in Review

671 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q3 2020, worth a combined $17.6B — down 6% from $18.8B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SPG positions and 81 closed out — a net gain of 3 holders — while 258 added to existing stakes and 222 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $457M. The largest seller was Capital World Investors, cutting an estimated $397M.

  • 671 institutional investors held Simon Property Group (SPG) as of Q3 2020, down from 675 in Q2 2020.
  • Funds reported $17.6B of Simon Property Group stock for Q3 2020, down 6% quarter-over-quarter.
  • 84 funds opened new Simon Property Group positions in Q3 2020 and 81 closed out, a net change of +3 holders.
  • The largest Simon Property Group buyer in Q3 2020 was Cohen & Steers, an estimated $457M added.
  • The largest Simon Property Group seller in Q3 2020 was Capital World Investors, an estimated $397M sold.

Based on aggregated 13F filings for Q3 2020.