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Simon Property Group

663 hedge funds and large institutions have $16B invested in Simon Property Group in 2020 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 262 increasing their positions, 252 reducing their positions, and 197 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 252

0.47% less ownership

Funds ownership: 95.99%95.52% (-0.47%)

16% less funds holding

Funds holding: 787663 (-124)

32% less call options, than puts

Call options by funds: $146M | Put options by funds: $214M

59% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 197

64% less capital invested

Capital invested by funds: $43.8B → $16B (-$27.9B)

68% less funds holding in top 10

Funds holding in top 10: 258 (-17)

Holders
663
Holders Change
-124
Holders Change %
-15.76%
% of All Funds
14.61%
Holding in Top 10
8
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-68%
% of All Funds
0.18%
New
81
Increased
262
Reduced
252
Closed
197
Calls
$146M
Puts
$214M
Net Calls
-$68.4M
Net Calls Change
+$155M
Name Holding Trade Value Shares
Change
Change in
Stake
VRS
76
Virginia Retirement Systems
Virginia
$24.6M +$729K +6,100 +1%
SEI Investments
77
SEI Investments
Pennsylvania
$24.4M +$8.51M +71,203 +19%
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$24M -$1.2M -10,000 -2%
Aberdeen Group
79
Aberdeen Group
United Kingdom
$23.3M +$3.5M +29,268 +7%
RC
80
Resolution Capital
Australia
$22.9M +$36.8M +308,091 +280%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$22.8M +$1.79M +14,961 +4%
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22.7M +$1.08M +9,062 +2%
PI
83
PineBridge Investments
New York
$20.8M +$13.9M +116,556 +44%
National Pension Service
84
National Pension Service
South Korea
$20.8M +$725K +6,066 +2%
Parallax Volatility Advisers
85
Parallax Volatility Advisers
California
$20.6M +$43.8M +366,183 +3,880%
Franklin Resources
86
Franklin Resources
California
$20.3M -$5.31M -44,418 -11%
Man Group
87
Man Group
United Kingdom
$20.2M +$14.6M +122,158 +50%
Neuberger Berman Group
88
Neuberger Berman Group
New York
$19.9M +$4.86M +40,663 +13%
Lazard Asset Management
89
Lazard Asset Management
New York
$19.9M -$53M -443,480 -55%
N
90
Natixis
France
$19.7M -$4.32M -36,142 -9%
EVM
91
Eaton Vance Management
Massachusetts
$18M -$8.54M -71,414 -18%
VOYA Investment Management
92
VOYA Investment Management
Georgia
$17.8M +$3.7M +30,908 +11%
Toronto Dominion Bank
93
Toronto Dominion Bank
Ontario, Canada
$17.1M +$2.74M +22,896 +8%
APG Asset Management
94
APG Asset Management
Netherlands
$16.7M +$28.8M +241,257 +378%
Schroder Investment Management Group
95
Schroder Investment Management Group
United Kingdom
$16.2M -$22.4M -187,370 -38%
DSA
96
Davis Selected Advisers
Arizona
$16.2M +$8.33M +69,700 +31%
PAMU
97
Pictet Asset Management (UK)
United Kingdom
$16M -$334K -2,792 -0.9%
State of Tennessee, Department of Treasury
98
State of Tennessee, Department of Treasury
Tennessee
$15.9M -$1.36M -11,374 -4%
FMI
99
Factory Mutual Insurance
Massachusetts
$15.7M
SCM
100
Smead Capital Management
Arizona
$15.7M +$34.2M +285,638 New

SPG Hedge Fund Activity: Q1 2020 in Review

663 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q1 2020, worth a combined $16B — down 64% from $43.8B a quarter earlier.

Sellers outnumbered buyers: 197 funds closed out of SPG and 81 opened new positions — a net loss of 116 holders — while 252 trimmed existing stakes and 262 added.

The largest buyer was Cohen & Steers, adding an estimated $964M. The largest seller was Wellington Management Group, cutting an estimated $804M.

  • 663 institutional investors held Simon Property Group (SPG) as of Q1 2020, down from 787 in Q4 2019.
  • Funds reported $16B of Simon Property Group stock for Q1 2020, down 64% quarter-over-quarter.
  • 81 funds opened new Simon Property Group positions in Q1 2020 and 197 closed out, a net change of -116 holders.
  • The largest Simon Property Group buyer in Q1 2020 was Cohen & Steers, an estimated $964M added.
  • The largest Simon Property Group seller in Q1 2020 was Wellington Management Group, an estimated $804M sold.

Based on aggregated 13F filings for Q1 2020.