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Simon Property Group
SPG

Overview Fund Activity

978 hedge funds and large institutions have $31.8B invested in Simon Property Group in 2023 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 394 increasing their positions, 332 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
978
Holders Change
-10
Holders Change %
-1.01%
% of All Funds
15.65%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.27%
New
95
Increased
394
Reduced
332
Closed
79
Calls
$627M
Puts
$433M
Net Calls
+$194M
Net Calls Change
+$64.9M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$226M
2
Cohen & Steers
Cohen & Steers
New York
+$126M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$103M
4
Invesco
Invesco
Georgia
+$99.9M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$85.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$95.1M
2
Morgan Stanley
Morgan Stanley
New York
-$59.8M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$52.8M
4
HRES
Heitman Real Estate Securities
Illinois
-$47.5M
5
BlackRock
BlackRock
New York
-$45M
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
251
tru Independence
Oregon
$5.4M -$158K -1,410 -3%
CIBC Asset Management
252
CIBC Asset Management
Ontario, Canada
$5.39M +$86.3K +771 +2%
MOACM
253
Mutual of America Capital Management
New York
$5.24M +$8.96K +80 +0.2%
OIAM
254
OFI Invest Asset Management
France
$5.11M +$5.11M +572,279 New
EIA
255
Edgemoor Investment Advisors
Maryland
$5.1M +$20.2K +180 +0.4%
GFG
256
Greystone Financial Group
Michigan
$5.09M -$3.12M -27,891 -38%
Baird Financial Group
257
Baird Financial Group
Wisconsin
$5.06M -$37.5K -335 -0.7%
WAM
258
Winslow Asset Management
Ohio
$4.91M -$83.8K -748 -2%
TAM
259
Tocqueville Asset Management
New York
$4.87M -$37.5K -335 -0.8%
LSA
260
L & S Advisors
California
$4.86M +$4.86M +43,419 New
Cambridge Investment Research Advisors
261
Cambridge Investment Research Advisors
Iowa
$4.82M -$795K -7,099 -14%
GIBU
262
Gulf International Bank (UK)
United Kingdom
$4.82M -$1.38M -12,350 -22%
Northwestern Mutual Wealth Management
263
Northwestern Mutual Wealth Management
Wisconsin
$4.78M -$112K -1,003 -2%
MML Investors Services
264
MML Investors Services
Massachusetts
$4.71M -$2.09M -18,687 -31%
SBH
265
Segall Bryant & Hamill
Illinois
$4.69M -$145K -1,293 -3%
OC
266
Oppenheimer & Co
New York
$4.59M -$3.58K -32 -0.1%
Mariner
267
Mariner
Kansas
$4.48M +$680K +6,079 +18%
CGH
268
Crossmark Global Holdings
Texas
$4.47M +$1.73M +15,470 +63%
Rockefeller Capital Management
269
Rockefeller Capital Management
New York
$4.42M -$1.67M -14,902 -27%
CNB
270
Czech National Bank
Czech Republic
$4.31M +$28.6K +255 +0.7%
SDIC
271
South Dakota Investment Council
South Dakota
$4.3M – – –
NB
272
Norinchukin Bank
Japan
$4.24M +$410K +3,661 +11%
Corient Private Wealth
273
Corient Private Wealth
Florida
$4.22M +$1.3M +11,617 +45%
BFM
274
Boothbay Fund Management
New York
$4.06M +$604K +5,393 +17%
LMGAM
275
Liberty Mutual Group Asset Management
Massachusetts
$4M +$63K +563 +2%
9 10
11
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