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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
ACI
101
AMP Capital Investors
Australia
$15.6M -$26.5M -221,259 -44%
Mitsubishi UFJ Trust & Banking
102
Mitsubishi UFJ Trust & Banking
Japan
$15.5M +$1.64M +13,740 +5%
Millennium Management
103
Millennium Management
New York
$15.3M +$19.3M +161,146 +136%
Nomura Asset Management
104
Nomura Asset Management
Japan
$15.1M +$2.41M +20,152 +8%
Ameriprise
105
Ameriprise
Minnesota
$15.1M -$39.6M -331,185 -54%
Citigroup
106
Citigroup
New York
$14.5M -$22.2M -185,400 -41%
Axa
107
Axa
France
$14.4M +$4.45M +37,207 +16%
Chevy Chase Trust
108
Chevy Chase Trust
Maryland
$14.3M +$503K +4,208 +2%
WBC
109
Westpac Banking Corp
Australia
$14M -$11.6M -97,416 -28%
Aviva
110
Aviva
United Kingdom
$13.4M +$998K +8,350 +4%
Macquarie Group
111
Macquarie Group
Australia
$13M -$9.96M -83,318 -26%
Fidelity International
112
Fidelity International
Bermuda
$12.2M +$18.1M +151,400 +214%
Robeco Institutional Asset Management
113
Robeco Institutional Asset Management
Netherlands
$12.1M +$2.96M +24,725 +13%
Korea Investment Corp
114
Korea Investment Corp
South Korea
$11.9M -$1.94M -16,215 -7%
SAM
115
Securian Asset Management
Minnesota
$11.8M -$2.27M -18,970 -8%
HighTower Advisors
116
HighTower Advisors
Illinois
$11.4M +$6.06M +50,721 +32%
Zurich Cantonal Bank
117
Zurich Cantonal Bank
Switzerland
$11M +$6.37M +53,237 +36%
JMPWA
118
JP Morgan Private Wealth Advisors
California
$10.8M +$4.04M +33,771 +21%
State of Wisconsin Investment Board
119
State of Wisconsin Investment Board
Wisconsin
$10.4M -$6.28M -52,522 -22%
BNP Paribas Financial Markets
120
BNP Paribas Financial Markets
France
$9.95M +$9.53M +79,673 +78%
SJIC
121
St. James Investment Company
Texas
$9.86M +$21.5M +179,707 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
122
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9.78M -$22.2M -185,571 -51%
MMEA
123
MEAG MUNICH ERGO AssetManagement
Germany
$9.71M +$1.63M +13,600 +8%
UIM
124
USS Investment Management
United Kingdom
$9.7M +$12.7M +106,473 +151%
SAM
125
Storebrand Asset Management
Norway
$9.59M +$20.9M +174,854 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.