Simon Property Group
676 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.
38% more funds holding in top 10
Funds holding in top 10: 8 → 11 (+3)
21% more first-time investments, than exits
New positions opened: 117 | Existing positions closed: 97
18% more capital invested
Capital invested by funds: $15.9B → $18.8B (+$2.81B)
2% more funds holding
Funds holding: 664 → 676 (+12)
3.8% less ownership
Funds ownership: 95.07% → 91.27% (-3.8%)
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nordea Investment Management
Stockholm,
Sweden
|
+$289M |
| 2 |
Cohen & Steers
New York
|
+$182M |
| 3 |
BlackRock
New York
|
+$139M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$111M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$94.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$785M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$159M |
| 3 |
AAMU
APG Asset Management US
New York
|
-$146M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$138M |
| 5 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$110M |
SPG Hedge Fund Activity: Q2 2020 in Review
676 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q2 2020, worth a combined $18.8B — up 18% from $15.9B a quarter earlier.
Buyers outnumbered sellers: 117 funds opened new SPG positions and 97 closed out — a net gain of 20 holders — while 221 added to existing stakes and 264 trimmed.
The largest buyer was Nordea Investment Management, adding an estimated $289M. The largest seller was Capital World Investors, cutting an estimated $785M.
- 676 institutional investors held Simon Property Group (SPG) as of Q2 2020, up from 664 in Q1 2020.
- Funds reported $18.8B of Simon Property Group stock for Q2 2020, up 18% quarter-over-quarter.
- 117 funds opened new Simon Property Group positions in Q2 2020 and 97 closed out, a net change of +20 holders.
- The largest Simon Property Group buyer in Q2 2020 was Nordea Investment Management, an estimated $289M added.
- The largest Simon Property Group seller in Q2 2020 was Capital World Investors, an estimated $785M sold.
Based on aggregated 13F filings for Q2 2020.