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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
AG
126
Aperio Group
California
$9.57M +$4.83M +40,352 +30%
ERSOT
127
Employees Retirement System of Texas
Texas
$9.42M -$8.01M -66,954 -28%
TIAAOA
128
Teachers Insurance & Annuity Association of America
New York
$9.33M -$3.66M -30,575 -15%
BG
129
Bahl & Gaynor
Ohio
$9.29M -$93.1M -778,532 -82%
LCM
130
Landscape Capital Management
New Jersey
$8.42M +$12.8M +107,390 +233%
TRSOTSOK
131
Teachers Retirement System of the State of Kentucky
Kentucky
$8.38M +$89.7K +750 +0.5%
Treasurer of the State of North Carolina
132
Treasurer of the State of North Carolina
North Carolina
$8.37M +$1.28M +10,690 +8%
CIM
133
Corda Investment Management
Texas
$8.3M +$2.6M +21,758 +17%
PS
134
Presima Securities
Quebec, Canada
$8.27M +$47.8K +400 +0.3%
Baird Financial Group
135
Baird Financial Group
Wisconsin
$7.98M -$2.46M -20,613 -12%
Ensign Peak Advisors
136
Ensign Peak Advisors
Utah
$7.91M +$8.08M +67,558 +88%
Nisa Investment Advisors
137
Nisa Investment Advisors
Missouri
$7.8M -$5.55M -46,408 -25%
Mitsubishi UFJ Asset Management
138
Mitsubishi UFJ Asset Management
Japan
$7.77M +$1.7M +14,194 +11%
Allianz Asset Management
139
Allianz Asset Management
Germany
$7.74M -$10.3M -86,429 -38%
TD Asset Management
140
TD Asset Management
Ontario, Canada
$7.74M -$33.5M -280,316 -67%
SOADOR
141
State of Alaska Department of Revenue
Alaska
$7.71M +$292K +2,438 +2%
Ninety One (UK)
142
Ninety One (UK)
United Kingdom
$7.7M -$8.08M -67,555 -32%
DLA
143
Douglas Lane & Associates
New York
$7.56M -$21.9M -182,976 -57%
SCRM
144
Security Capital Research & Management
Illinois
$7.46M -$32.2M -269,595 -66%
Retirement Systems of Alabama
145
Retirement Systems of Alabama
Alabama
$7.4M +$3.71K +31 +0%
TG
146
TCW Group
California
$7.38M +$5.02M +41,965 +45%
BNP Paribas Asset Management
147
BNP Paribas Asset Management
France
$7.36M -$6.21M -51,976 -28%
AIG
148
American International Group
New York
$7.2M +$394K +3,295 +3%
JVBC
149
J.V. Bruni & Co
Colorado
$7.04M +$3.95M +33,051 +35%
Royal London Asset Management
150
Royal London Asset Management
United Kingdom
$6.81M

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.