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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 %
CAPTRUST Financial Advisors
276
CAPTRUST Financial Advisors
North Carolina
$3.99M +$87.8K +784 +2%
Rafferty Asset Management
277
Rafferty Asset Management
New York
$3.85M +$511K +4,563 +15%
EI
278
Ethic Inc
New York
$3.76M +$903K +8,067 +32%
MPIM
279
McGinn Penninger Investment Management
Virginia
$3.7M -$838K -7,484 -18%
Fuller & Thaler Asset Management
280
Fuller & Thaler Asset Management
California
$3.69M +$432K +3,862 +13%
PGFC
281
Peapack-Gladstone Financial Corp
New Jersey
$3.58M +$28.2K +252 +0.8%
TBA
282
Tower Bridge Advisors
Pennsylvania
$3.56M -$169K -1,510 -5%
OCBCO
283
Oversea-Chinese Banking Corp (OCBC)
Singapore
$3.48M -$48.5K -433 -1%
TRSOTSOK
284
Teachers Retirement System of the State of Kentucky
Kentucky
$3.43M – – –
E
285
Ergoteles
New York
$3.41M +$3.41M +30,446 New
WPC
286
Waters Parkerson & Co
Louisiana
$3.4M +$407K +3,634 +14%
PMAM
287
Penn Mutual Asset Management
Pennsylvania
$3.39M – – –
SGI
288
Summit Global Investments
Utah
$3.35M +$94.4K +843 +3%
Cetera Investment Advisers
289
Cetera Investment Advisers
Illinois
$3.34M +$68.3K +610 +2%
LM
290
Lincluden Management
Ontario, Canada
$3.33M – – –
VPIM
291
Vanguard Personalized Indexing Management
California
$3.31M -$65.5K -585 -2%
BCIM
292
British Columbia Investment Management
British Columbia, Canada
$3.27M +$14.1K +126 +0.4%
CCM
293
Condor Capital Management
New Jersey
$3.24M -$18K -161 -0.6%
WTC
294
WhitTier Trust Company
Nevada
$3.19M +$340K +3,034 +12%
LMIM
295
Lockheed Martin Investment Management
Maryland
$3.14M – – –
CWM
296
Concentric Wealth Management
California
$3.09M +$31.6K +282 +1%
HIMCH
297
Hartford Investment Management Co (HIMCO)
Connecticut
$3.08M +$434K +3,874 +16%
AWS
298
Atria Wealth Solutions
New York
$3.02M -$601K -5,365 -17%
SAM
299
Securian Asset Management
Minnesota
$3.02M +$21.6K +193 +0.7%
GIM
300
Grassi Investment Management
California
$2.95M +$124K +1,104 +4%
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