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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 %
CHAM
826
Clear Harbor Asset Management
Connecticut
– -$71.2K -478 Closed
MWP
827
Meridian Wealth Partners
Pennsylvania
– -$52K -350 Closed
MC
828
Muzinich & Co
New York
– -$37K -249 Closed
HFS
829
HBC Financial Services
Washington
– -$30K -210 Closed
AA
830
Argent Advisors
Louisiana
– -$26K -180 Closed
FIB
831
First Interstate Bank
Montana
– -$22K -150 Closed
FPS
832
Fieldpoint Private Securities
Connecticut
– -$19K -130 Closed
ONST
833
Old North State Trust
North Carolina
– -$19K -128 Closed
FPFS
834
First Personal Financial Services
North Carolina
– -$17K -113 Closed
EWP
835
Engrave Wealth Partners
Texas
– -$14K -100 Closed
KWM
836
Keebeck Wealth Management
Illinois
– -$13K -92 Closed
AGA
837
Accuvest Global Advisors
Utah
– -$13K -90 Closed
AIS
838
Accurate Investment Solutions
Pennsylvania
– -$11K -75 Closed
RIA
839
Realta Investment Advisors
Delaware
– -$7K -47 Closed
EWA
840
Evolution Wealth Advisors
Florida
– -$7K -45 Closed
TSW
841
Thompson Siegel & Walmsley
Virginia
– -$6K -40 Closed
WB
842
West Bancorporation
Iowa
– -$5K -34 Closed
CFG
843
Citizens Financial Group
Rhode Island
– -$5K -31 Closed
ACM
844
Allred Capital Management
Texas
– -$4.17K -28 Closed
WCM
845
Wealthcare Capital Management
Virginia
– -$4K -27 Closed
SQA
846
Simon Quick Advisors
New Jersey
– -$3K -23 Closed
GAM
847
Gemmer Asset Management
California
– -$3K -22 Closed
CCM
848
Copeland Capital Management
Pennsylvania
– -$2K -15 Closed
CBT
849
Capital Bank & Trust
California
– -$2K -15 Closed
GFPC
850
Global Financial Private Capital
Florida
– -$2K -13 Closed
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