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Simon Property Group

780 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.

New
Increased
Maintained
Reduced
Closed

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: 1016 (+6)

42% more capital invested

Capital invested by funds: $17.6B → $25.1B (+$7.5B)

38% more repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 215

16% more funds holding

Funds holding: 671780 (+109)

0.51% more ownership

Funds ownership: 89.27%89.78% (+0.51%)

47% less call options, than puts

Call options by funds: $681M | Put options by funds: $1.28B

Holders
780
Holders Change
+109
Holders Change %
+16.24%
% of All Funds
13.8%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.28%
New
186
Increased
296
Reduced
215
Closed
69
Calls
$681M
Puts
$1.28B
Net Calls
-$599M
Net Calls Change
-$229M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.9B +$191M +2,500,694 +6%
BlackRock
2
BlackRock
New York
$3.04B +$284M +3,720,653 +12%
Cohen & Steers
3
Cohen & Steers
New York
$2.23B +$9.96M +130,378 +0.5%
State Street
4
State Street
Massachusetts
$1.65B +$52.3M +684,574 +4%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$999M +$718M +9,397,507 +406%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$570M -$1.99M -26,064 -0.4%
Northern Trust
7
Northern Trust
Illinois
$517M +$13.2M +172,383 +3%
Daiwa Securities Group
8
Daiwa Securities Group
Japan
$508M -$37.8M -494,959 -8%
N
9
Nuveen
North Carolina
$506M +$279M +3,659,609 +161%
Capital World Investors
10
Capital World Investors
California
$479M -$118M -1,543,219 -22%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$430M +$13.7M +179,309 +4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$394M +$4.05M +53,065 +1%
PI
13
PGGM Investments
Netherlands
$378M +$15.3M +200,076 +5%
Morgan Stanley
14
Morgan Stanley
New York
$349M -$149M -1,945,087 -32%
Legal & General Group
15
Legal & General Group
United Kingdom
$341M +$21.2M +278,192 +7%
Norges Bank
16
Norges Bank
Norway
$320M +$17.1M +224,028 +6%
CIMLRA
17
CBRE Investment Management Listed Real Assets
Pennsylvania
$275M +$66.6M +871,676 +37%
Deutsche Bank
18
Deutsche Bank
Germany
$262M +$10.6M +139,311 +5%
Charles Schwab
19
Charles Schwab
California
$249M +$15.6M +204,838 +8%
UBS AM
20
UBS AM
Illinois
$228M +$31.2M +408,670 +18%
Principal Financial Group
21
Principal Financial Group
Iowa
$213M -$5.32M -69,650 -3%
JP Morgan Chase
22
JP Morgan Chase
New York
$210M +$4.51M +59,110 +2%
BC
23
Brookfield Corp
Ontario, Canada
$190M +$104M +1,356,100 +155%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$187M +$9.35M +122,430 +6%
AS
25
Altshuler Shaham
Israel
$170M +$166M +2,176,031 +7,104%

SPG Hedge Fund Activity: Q4 2020 in Review

780 of the 5,651 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.

  • 780 institutional investors held Simon Property Group (SPG) as of Q4 2020, up from 671 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.