Simon Property Group
781 hedge funds and large institutions have $25.1B invested in Simon Property Group in 2020 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 296 increasing their positions, 215 reducing their positions, and 69 closing their positions.
170% more first-time investments, than exits
New positions opened: 186 | Existing positions closed: 69
60% more funds holding in top 10
Funds holding in top 10: 10 → 16 (+6)
42% more capital invested
Capital invested by funds: $17.6B → $25.1B (+$7.44B)
38% more repeat investments, than reductions
Existing positions increased: 296 | Existing positions reduced: 215
16% more funds holding
Funds holding: 672 → 781 (+109)
0.52% more ownership
Funds ownership: 89.24% → 89.76% (+0.52%)
47% less call options, than puts
Call options by funds: $681M | Put options by funds: $1.28B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$718M |
| 2 |
BlackRock
New York
|
+$284M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
+$279M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$191M |
| 5 |
AS
Altshuler Shaham
Tel Aviv,
Israel
|
+$166M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nordea Investment Management
Stockholm,
Sweden
|
-$191M |
| 2 |
Morgan Stanley
New York
|
-$149M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$118M |
| 4 |
Man Group
London,
United Kingdom
|
-$81.1M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$60.1M |
SPG Hedge Fund Activity: Q4 2020 in Review
781 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q4 2020, worth a combined $25.1B — up 42% from $17.6B a quarter earlier.
Buyers outnumbered sellers: 186 funds opened new SPG positions and 69 closed out — a net gain of 117 holders — while 296 added to existing stakes and 215 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $718M. The largest seller was Nordea Investment Management, cutting an estimated $191M.
- 781 institutional investors held Simon Property Group (SPG) as of Q4 2020, up from 672 in Q3 2020.
- Funds reported $25.1B of Simon Property Group stock for Q4 2020, up 42% quarter-over-quarter.
- 186 funds opened new Simon Property Group positions in Q4 2020 and 69 closed out, a net change of +117 holders.
- The largest Simon Property Group buyer in Q4 2020 was Fidelity Investments, an estimated $718M added.
- The largest Simon Property Group seller in Q4 2020 was Nordea Investment Management, an estimated $191M sold.
Based on aggregated 13F filings for Q4 2020.