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Simon Property Group
SPG

Overview Fund Activity

774 hedge funds and large institutions have $25.1B invested in Simon Property Group in 2020 Q4 according to their latest regulatory filings, with 184 funds opening new positions, 294 increasing their positions, 213 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
+107
Holders Change %
+16.04%
% of All Funds
13.73%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.28%
New
184
Increased
294
Reduced
213
Closed
69
Calls
$681M
Puts
$1.28B
Net Calls
-$599M
Net Calls Change
-$229M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$999M
2
BlackRock
2
BlackRock
New York
$3.04B
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$506M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.9B
5
AS
5
Altshuler Shaham
Israel
$170M

Top Sellers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$109M
2
Morgan Stanley
2
Morgan Stanley
New York
$349M
3
Capital World Investors
3
Capital World Investors
California
$479M
4
Man Group
4
Man Group
United Kingdom
$2.34M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
MF
751
Manchester Financial
California
$4K +$87 +1 +2%
GI
752
Gradient Investments
Minnesota
$3K – – –
IFAM
753
Institutional & Family Asset Management
Colorado
$3K – – –
LFG
754
Larson Financial Group
Missouri
$3K – – –
CCC
755
Crescent Capital Consulting
Louisiana
$3K +$3K +40 New
JFA
756
JNBA Financial Advisors
Minnesota
$2K – – –
BWL
757
Bogart Wealth LLC
Virginia
$2K – – –
EWM
758
Edge Wealth Management
New York
$2K +$571 +8 +40%
PWMG
759
Prestige Wealth Management Group
New Jersey
$2K +$2K +18 New
SFO
760
Standard Family Office
South Dakota
$2K +$2K +22 New
HS
761
Horan Securities
United States
$2K +$2K +28 New
KCM
762
Kathmere Capital Management
Pennsylvania
$1K -$52.4K -367 -98%
BWM
763
Baystate Wealth Management
Massachusetts
$1K -$77 -1 -7%
TFM
764
TFC Financial Management
Massachusetts
$1K – – –
LWM
765
Liberty Wealth Management
California
$1K +$300 +6 +43%
AWM
766
Accel Wealth Management
Iowa
$1K +$1K +7 New
GWMIA
767
Global Wealth Management Investment Advisory
Florida
$1K +$1K +10 New
MLFP
768
MPS Loria Financial Planners
Illinois
$1K +$1K +13 New
FCH
769
Freestone Capital Holdings
Washington
$889 -$356 -4 -29%
TI
770
tru Independence
Oregon
$10 +$10 +109 New
N
771
Natixis
France
– -$20.9M -323,258 Closed
AGM
772
Alpine Global Management
New York
– -$16.2M -250,076 Closed
ACM
773
AEW Capital Management
Massachusetts
– -$15.8M -244,974 Closed
RA
774
Ramius Advisors
New York
– -$10.8M -166,790 Closed
WorldQuant Millennium Advisors
775
WorldQuant Millennium Advisors
New York
– -$9.41M -145,440 Closed
29 30
31
32 33