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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.21B -$25.1M -209,716 -0.5%
BlackRock
2
BlackRock
New York
$1.62B -$131M -1,098,269 -4%
Capital World Investors
3
Capital World Investors
California
$1.41B +$721M +6,025,630 +31%
State Street
4
State Street
Massachusetts
$1.11B -$12.2M -101,805 -0.5%
Cohen & Steers
5
Cohen & Steers
New York
$884M +$964M +8,059,066 +100%
AAMU
6
APG Asset Management US
New York
$352M +$42.8M +358,000 +6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$349M +$685K +5,731 +0.1%
Capital Research Global Investors
8
Capital Research Global Investors
California
$335M -$442M -3,700,004 -38%
Northern Trust
9
Northern Trust
Illinois
$310M -$20.8M -174,120 -3%
Invesco
10
Invesco
Georgia
$274M +$22.1M +185,144 +4%
Morgan Stanley
11
Morgan Stanley
New York
$268M +$57.7M +482,150 +11%
Daiwa Securities Group
12
Daiwa Securities Group
Japan
$251M +$213M +1,781,011 +64%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$248M -$7.21M -60,283 -1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$229M +$59.6M +498,048 +14%
Charles Schwab
15
Charles Schwab
California
$228M +$18.1M +151,610 +4%
Nordea Investment Management
16
Nordea Investment Management
Sweden
$202M -$771K -6,445 -0.2%
Legal & General Group
17
Legal & General Group
United Kingdom
$195M +$28.3M +237,065 +7%
Norges Bank
18
Norges Bank
Norway
$191M
PI
19
PGGM Investments
Netherlands
$175M -$76.3M -637,825 -17%
JP Morgan Chase
20
JP Morgan Chase
New York
$166M -$78.9M -659,698 -18%
Principal Financial Group
21
Principal Financial Group
Iowa
$164M -$55.3M -462,496 -13%
Sumitomo Mitsui Trust Group
22
Sumitomo Mitsui Trust Group
Japan
$154M +$137M +1,147,717 +69%
Goldman Sachs
23
Goldman Sachs
New York
$152M +$41.7M +348,399 +14%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$145M +$119M +998,320 +61%
UBS AM
25
UBS AM
Illinois
$133M -$72.3M -604,377 -20%

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.