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Simon Property Group
SPG

Overview Fund Activity

978 hedge funds and large institutions have $32.8B invested in Simon Property Group in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 366 increasing their positions, 357 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
978
Holders Change
–
Holders Change %
0%
% of All Funds
15.42%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.28%
New
77
Increased
366
Reduced
357
Closed
69
Calls
$535M
Puts
$292M
Net Calls
+$244M
Net Calls Change
+$50.1M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$2.82B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$543M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
$627M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$749M
5
WMSA
Weiss Multi-Strategy Advisers
New York
$35M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$5.34B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$59.2M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$0
4
BlackRock
BlackRock
New York
$3.93B
5
OIAM
OFI Invest Asset Management
France
$584K
Name Holding Trade Value Shares
Change 		Shares
Change %
X
226
Xponance
Pennsylvania
$6.31M -$149K -1,291 -2%
RJFSA
227
Raymond James Financial Services Advisors
Florida
$6.2M -$2.76M -23,882 -31%
H
228
HoyleCohen
California
$6.19M +$34K +294 +0.6%
HNB
229
Huntington National Bank
Ohio
$6.18M +$89K +771 +1%
PDN
230
Pensionfund DSM Netherlands
Netherlands
$6.13M +$115K +1,000 +2%
Public Employees Retirement Association of Colorado
231
Public Employees Retirement Association of Colorado
Colorado
$6.12M -$4.04K -35 -0.1%
HEIP
232
Hudson Edge Investment Partners
New Jersey
$6.11M +$322K +2,787 +6%
EHC
233
Everett Harris & Co
California
$6.06M +$45.8K +397 +0.8%
M&T Bank
234
M&T Bank
New York
$5.93M -$68.6K -594 -1%
NYLIM
235
New York Life Investment Management
New York
$5.88M -$32.1K -278 -0.5%
TI
236
tru Independence
Oregon
$5.83M +$262K +2,272 +5%
AOWM
237
Alpha Omega Wealth Management
Virginia
$5.79M -$11.7K -101 -0.2%
BPA
238
Beacon Pointe Advisors
California
$5.77M +$5.77M +49,942 New
Wealthfront Advisers
239
Wealthfront Advisers
California
$5.76M -$129K -1,116 -2%
UCFA
240
United Capital Financial Advisors
Texas
$5.7M -$67.3K -583 -1%
Two Sigma Advisers
241
Two Sigma Advisers
New York
$5.67M -$1.42M -12,300 -20%
GLAM
242
Gardner Lewis Asset Management
Pennsylvania
$5.67M +$38.7K +335 +0.7%
MGIM
243
M&G Investment Management
United Kingdom
$5.58M +$5.24M +45,601 +1,567%
BPCE
244
Bank Pictet & Cie (Europe)
Germany
$5.53M +$5.53M +47,852 New
Janus Henderson Group
245
Janus Henderson Group
United Kingdom
$5.5M -$251K -2,174 -4%
CIBC Asset Management
246
CIBC Asset Management
Ontario, Canada
$5.5M -$55.5K -481 -1%
MOACM
247
Mutual of America Capital Management
New York
$5.43M +$28.4K +246 +0.5%
Janney Montgomery Scott
248
Janney Montgomery Scott
Pennsylvania
$5.43M -$1.01M -8,763 -16%
GFG
249
Greystone Financial Group
Michigan
$5.3M +$51.3K +444 +1%
Baird Financial Group
250
Baird Financial Group
Wisconsin
$5.25M +$33.1K +287 +0.6%
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