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Simon Property Group

675 hedge funds and large institutions have $18.8B invested in Simon Property Group in 2020 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 221 increasing their positions, 264 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

21% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 97

18% more capital invested

Capital invested by funds: $16B → $18.8B (+$2.8B)

2% more funds holding

Funds holding: 663675 (+12)

4.24% less ownership

Funds ownership: 95.52%91.28% (-4.2%)

16% less repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 264

49% less call options, than puts

Call options by funds: $404M | Put options by funds: $800M

Holders
675
Holders Change
+12
Holders Change %
+1.81%
% of All Funds
13.84%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.23%
New
117
Increased
221
Reduced
264
Closed
97
Calls
$404M
Puts
$800M
Net Calls
-$396M
Net Calls Change
-$327M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.71B -$44.8M -713,549 -2%
BlackRock
2
BlackRock
New York
$2.17B +$139M +2,212,644 +7%
State Street
3
State Street
Massachusetts
$1.35B -$34M -542,272 -3%
Cohen & Steers
4
Cohen & Steers
New York
$1.3B +$182M +2,905,370 +18%
Capital World Investors
5
Capital World Investors
California
$904M -$785M -12,522,118 -49%
Nordea Investment Management
6
Nordea Investment Management
Sweden
$569M +$289M +4,602,519 +125%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$451M +$14.7M +234,657 +4%
Morgan Stanley
8
Morgan Stanley
New York
$424M +$82.4M +1,313,121 +27%
Northern Trust
9
Northern Trust
Illinois
$395M +$7.37M +117,495 +2%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$313M +$3.37M +53,743 +1%
AAMU
11
APG Asset Management US
New York
$280M -$146M -2,323,500 -36%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$273M -$11.3M -180,420 -4%
PI
13
PGGM Investments
Netherlands
$267M +$44.6M +711,000 +22%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$264M +$94.6M +1,507,990 +64%
Legal & General Group
15
Legal & General Group
United Kingdom
$249M +$5.7M +90,863 +3%
Capital Research Global Investors
16
Capital Research Global Investors
California
$245M -$159M -2,527,287 -41%
Norges Bank
17
Norges Bank
Norway
$237M -$410K -6,529 -0.2%
Invesco
18
Invesco
Georgia
$191M -$138M -2,200,010 -44%
Charles Schwab
19
Charles Schwab
California
$189M -$87.2M -1,390,603 -33%
Sumitomo Mitsui Trust Group
20
Sumitomo Mitsui Trust Group
Japan
$187M -$1.36M -21,722 -0.8%
Principal Financial Group
21
Principal Financial Group
Iowa
$177M -$24.9M -396,922 -13%
UBS AM
22
UBS AM
Illinois
$164M -$1.87M -29,763 -1%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$160M -$18.5M -295,086 -11%
Deutsche Bank
24
Deutsche Bank
Germany
$159M +$111M +1,776,211 +322%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$158M +$36.8M +587,000 +34%