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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 %
ZCA
751
Zeke Capital Advisors
Pennsylvania
– -$346K -2,323 Closed
SAM
752
Silvercrest Asset Management
New York
– -$345K -2,318 Closed
NJBEST
753
New Jersey Better Educational Savings Trust
New Jersey
– -$343K -2,300 Closed
BSW
754
Buckingham Strategic Wealth
Missouri
– -$338K -2,272 Closed
DT
755
Diversified Trust
Tennessee
– -$336K -2,256 Closed
HKAM
756
Horizon Kinetics Asset Management
New York
– -$335K -2,252 Closed
KA
757
Kovack Advisors
Florida
– -$321K -2,158 Closed
MCM
758
Mitchell Capital Management
Kansas
– -$321K -2,154 Closed
RG
759
Renaissance Group
Kentucky
– -$318K -2,137 Closed
TNA
760
True North Advisors
Texas
– -$317K -2,131 Closed
AWCI
761
Alpine Woods Capital Investors
New York
– -$316K -2,124 Closed
SS
762
Sunbelt Securities
Texas
– -$314K -2,107 Closed
ISB
763
Iowa State Bank
Iowa
– -$312K -2,092 Closed
HFS
764
Howard Financial Services
Texas
– -$311K -2,091 Closed
BHWM
765
Bar Harbor Wealth Management
New Hampshire
– -$311K -2,086 Closed
RCM
766
RB Capital Management
Nevada
– -$303K -2,086 Closed
CCA
767
Checchi Capital Advisers
California
– -$308K -2,068 Closed
SWIG
768
Strategic Wealth Investment Group
Kentucky
– -$305K -2,049 Closed
YIA
769
YHB Investment Advisors
Connecticut
– -$304K -2,039 Closed
SCA
770
STALEY CAPITAL ADVISERS
Pennsylvania
– -$298K -2,000 Closed
PNC
771
Park National Corp
Ohio
– -$294K -1,974 Closed
MAFM
772
Mid Atlantic Financial Management
Pennsylvania
– -$288K -1,932 Closed
ANRIA
773
American National Registered Investment Advisor
Texas
– -$280K -1,880 Closed
CG
774
Colony Group
Massachusetts
– -$278K -1,868 Closed
BRWA
775
B. Riley Wealth Advisors
Florida
– -$277K -1,847 Closed
29 30
31
32 33