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Simon Property Group
SPG

Overview Fund Activity

1,045 hedge funds and large institutions have $42.1B invested in Simon Property Group in 2023 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 343 increasing their positions, 390 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,045
Holders Change
+69
Holders Change %
+7.07%
% of All Funds
15.32%
Holding in Top 10
24
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+60%
% of All Funds
0.35%
New
168
Increased
343
Reduced
390
Closed
85
Calls
$510M
Puts
$505M
Net Calls
+$5.57M
Net Calls Change
-$167M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.65B
2
Norges Bank
Norges Bank
Norway
$2.56B
3
PAM
Panagora Asset Management
Massachusetts
$96M
4
Barclays
Barclays
United Kingdom
$179M
5
State Street
State Street
Massachusetts
$3.24B

Top Sellers

1
Northern Trust
Northern Trust
Illinois
$568M
2
Cohen & Steers
Cohen & Steers
New York
$3.28B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$203M
4
Principal Financial Group
Principal Financial Group
Iowa
$245M
5
Vanguard Group
Vanguard Group
Pennsylvania
$6.52B
Name Holding Trade Value Shares
Change 		Shares
Change %
NIWA
226
New Insight Wealth Advisors
California
$7.55M +$7.55M +52,933 New
MYIA
227
Mount Yale Investment Advisors
Colorado
$7.29M -$763K -5,348 -9%
M&T Bank
228
M&T Bank
New York
$7.28M -$37.4K -262 -0.5%
NYLIM
229
New York Life Investment Management
New York
$7.25M +$26.4K +185 +0.4%
TI
230
tru Independence
Oregon
$7.12M -$32K -224 -0.4%
HNB
231
Huntington National Bank
Ohio
$7.03M -$397K -2,786 -5%
Public Employees Retirement Association of Colorado
232
Public Employees Retirement Association of Colorado
Colorado
$6.98M -$203K -1,423 -3%
GLAM
233
Gardner Lewis Asset Management
Pennsylvania
$6.93M -$74.2K -520 -1%
EHC
234
Everett Harris & Co
California
$6.93M -$107K -748 -2%
IMCOOI
235
Investment Management Corp of Ontario (IMCO)
Canada
$6.78M +$1.09M +7,639 +19%
HEIP
236
Hudson Edge Investment Partners
New Jersey
$6.74M -$792K -5,555 -11%
AOWM
237
Alpha Omega Wealth Management
Virginia
$6.74M -$334K -2,342 -5%
BPCE
238
Bank Pictet & Cie (Europe)
Germany
$6.73M +$7.42K +52 +0.1%
IAN
239
Integrated Advisors Network
Texas
$6.52M +$3.8M +26,673 +140%
WAM
240
Winslow Asset Management
Ohio
$6.42M +$175K +1,228 +3%
EIA
241
Edgemoor Investment Advisors
Maryland
$6.42M -$33.4K -234 -0.5%
CIBC Asset Management
242
CIBC Asset Management
Ontario, Canada
$6.39M -$307K -2,149 -5%
Rockefeller Capital Management
243
Rockefeller Capital Management
New York
$6.37M +$43.6K +306 +0.7%
Northwestern Mutual Wealth Management
244
Northwestern Mutual Wealth Management
Wisconsin
$6.32M +$185K +1,297 +3%
AM
245
AGF Management
Ontario, Canada
$6.24M +$41.7K +292 +0.7%
Rafferty Asset Management
246
Rafferty Asset Management
New York
$6.24M +$1.03M +7,207 +20%
MOACM
247
Mutual of America Capital Management
New York
$6.23M -$303K -2,127 -5%
Baird Financial Group
248
Baird Financial Group
Wisconsin
$6.22M -$221K -1,551 -3%
VA
249
Vident Advisory
Georgia
$6.19M -$139K -974 -2%
Marshall Wace
250
Marshall Wace
United Kingdom
$6.13M -$23.6M -165,243 -79%
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