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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 %
EI
276
Ethic Inc
New York
$4.26M +$387K +3,352 +10%
CCM
277
Cinctive Capital Management
New York
$4.24M +$4.24M +36,734 New
BFM
278
Boothbay Fund Management
New York
$4.22M +$32.5K +281 +0.8%
LMGAM
279
Liberty Mutual Group Asset Management
Massachusetts
$4.2M +$75.6K +655 +2%
SGA
280
Strategic Global Advisors
California
$4.08M +$4.08M +35,299 New
Rafferty Asset Management
281
Rafferty Asset Management
New York
$4.02M +$56.1K +486 +1%
Wolverine Trading
282
Wolverine Trading
Illinois
$4.01M -$2.61M -22,708 -39%
CAPTRUST Financial Advisors
283
CAPTRUST Financial Advisors
North Carolina
$4.01M -$111K -960 -3%
SG Americas Securities
284
SG Americas Securities
New York
$3.99M +$3.69M +31,920 +1,233%
Corient Private Wealth
285
Corient Private Wealth
Florida
$3.94M -$412K -3,568 -9%
Fuller & Thaler Asset Management
286
Fuller & Thaler Asset Management
California
$3.83M +$18.5K +160 +0.5%
MPIM
287
McGinn Penninger Investment Management
Virginia
$3.82M -$693 -6 -0%
GIBU
288
Gulf International Bank (UK)
United Kingdom
$3.81M -$1.16M -10,047 -23%
PGFC
289
Peapack-Gladstone Financial Corp
New Jersey
$3.75M +$62.9K +545 +2%
WPC
290
Waters Parkerson & Co
Louisiana
$3.75M +$247K +2,135 +7%
SGI
291
Summit Global Investments
Utah
$3.71M +$258K +2,231 +7%
MGP
292
Metis Global Partners
California
$3.62M +$2.09M +18,059 +136%
LMIM
293
Lockheed Martin Investment Management
Maryland
$3.62M +$381K +3,300 +12%
VPIM
294
Vanguard Personalized Indexing Management
California
$3.61M +$198K +1,718 +6%
PMAM
295
Penn Mutual Asset Management
Pennsylvania
$3.49M – – –
TRSOTSOK
296
Teachers Retirement System of the State of Kentucky
Kentucky
$3.4M -$134K -1,157 -4%
BCIM
297
British Columbia Investment Management
British Columbia, Canada
$3.4M +$32.5K +281 +1%
MAM
298
Meeder Asset Management
Ohio
$3.38M +$899K +7,781 +36%
CCM
299
Condor Capital Management
New Jersey
$3.37M +$23.8K +206 +0.7%
CWM
300
Concentric Wealth Management
California
$3.33M +$149K +1,292 +5%
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