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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
DekaBank Deutsche Girozentrale
151
DekaBank Deutsche Girozentrale
Germany
$6.64M +$5.15M +43,101 +60%
Thrivent Financial for Lutherans
152
Thrivent Financial for Lutherans
Minnesota
$6.5M -$1.29M -10,755 -8%
Envestnet Asset Management
153
Envestnet Asset Management
Illinois
$6.46M -$3.97M -33,181 -22%
American Century Companies
154
American Century Companies
Missouri
$6.29M -$1.5M -12,529 -10%
Capstone Investment Advisors
155
Capstone Investment Advisors
New York
$6.19M +$9.03M +75,541 +203%
MME
156
Meag Munich Ergo
Germany
$6.03M +$1.78M +14,870 +16%
GC
157
Guggenheim Capital
Illinois
$5.99M -$1.48M -12,369 -10%
WAM
158
Wolverine Asset Management
Illinois
$5.94M +$12.9M +108,267 New
Federated Hermes
159
Federated Hermes
Pennsylvania
$5.66M +$7.39M +61,809 +150%
FWIA
160
Fort Washington Investment Advisors
Ohio
$5.34M -$70.4M -588,619 -86%
FAF
161
Fjarde Ap-fonden
Sweden
$5.26M +$23.9K +200 +0.2%
Connor, Clark & Lunn Investment Management (CC&L)
162
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.23M +$6.34M +52,990 +125%
RJA
163
Raymond James & Associates
Florida
$5.1M -$10.4M -86,736 -48%
Janus Henderson Group
164
Janus Henderson Group
United Kingdom
$4.99M -$6.06M -50,669 -36%
VanEck Associates
165
VanEck Associates
New York
$4.93M -$2.41M -20,181 -18%
CS
166
Candriam SCA
Luxembourg
$4.87M
GIM
167
Goelzer Investment Management
Indiana
$4.75M +$1.43M +11,978 +16%
FTIOP
168
Fiduciary Trust International of Pennsylvania
Pennsylvania
$4.69M -$65.5K -548 -0.6%
VLKIM
169
Van Lanschot Kempen Investment Management
Netherlands
$4.64M -$14.1M -118,224 -58%
MLICM
170
Metropolitan Life Insurance Company (MetLife)
New York
$4.61M -$93.4K -781 -0.9%
Skandinaviska Enskilda Banken (SEB)
171
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.57M -$92.6K -774 -0.9%
WG
172
Winton Group
United Kingdom
$4.51M -$1.09M -9,095 -10%
Caisse de Depot et Placement du Quebec (CDPQ)
173
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.45M +$8.47M +70,813 +688%
ZDA
174
Zweig-DiMenna Associates
New York
$4.39M +$9.58M +80,120 New
SLAM
175
Swiss Life Asset Management
$4.38M +$437K +3,653 +5%

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.