SPG icon

Simon Property Group
SPG

Overview Fund Activity

976 hedge funds and large institutions have $31B invested in Simon Property Group in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 350 increasing their positions, 355 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
976
Holders Change
-2
Holders Change %
-0.2%
% of All Funds
15.56%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.24%
New
84
Increased
350
Reduced
355
Closed
80
Calls
$456M
Puts
$284M
Net Calls
+$172M
Net Calls Change
-$71.7M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$575M
2
Goldman Sachs
Goldman Sachs
New York
+$109M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$96.6M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$91.9M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$69.4M

Top Sellers

1
ICA
Infrastructure Capital Advisors
New York
-$784M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$198M
3
Deutsche Bank
Deutsche Bank
Germany
-$155M
4
Cohen & Steers
Cohen & Steers
New York
-$106M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$60.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGA
276
Strategic Global Advisors
California
$3.62M -$195K -1,801 -5%
CAPTRUST Financial Advisors
277
CAPTRUST Financial Advisors
North Carolina
$3.61M -$135K -1,253 -4%
VPIM
278
Vanguard Personalized Indexing Management
California
$3.6M +$222K +2,059 +7%
SGI
279
Summit Global Investments
Utah
$3.6M +$129K +1,197 +4%
MGP
280
Metis Global Partners
California
$3.59M +$204K +1,888 +6%
LMIM
281
Lockheed Martin Investment Management
Maryland
$3.58M – – –
VI
282
Vestcor Inc
New Brunswick, Canada
$3.51M -$2.85M -26,401 -45%
MPIM
283
McGinn Penninger Investment Management
Virginia
$3.4M -$175K -1,624 -5%
PGFC
284
Peapack-Gladstone Financial Corp
New Jersey
$3.36M -$147K -1,359 -4%
OTPPB
285
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.35M +$536K +4,965 +19%
Bank of Nova Scotia
286
Bank of Nova Scotia
Ontario, Canada
$3.28M +$427K +3,956 +15%
CAN
287
Cetera Advisor Networks
California
$3.26M +$426K +3,946 +15%
N
288
Natixis
France
$3.25M -$1.19M -10,987 -27%
ACM
289
Advent Capital Management
New York
$3.24M +$3.24M +30,000 New
SCP
290
Stamos Capital Partners
California
$3.22M +$900K +8,330 +39%
GIBU
291
Gulf International Bank (UK)
United Kingdom
$3.22M -$341K -3,155 -10%
BFM
292
Boothbay Fund Management
New York
$3.22M -$736K -6,811 -19%
BCIM
293
British Columbia Investment Management
British Columbia, Canada
$3.21M +$30.2K +280 +1%
CCM
294
Condor Capital Management
New Jersey
$3.21M +$56.3K +521 +2%
TRSOTSOK
295
Teachers Retirement System of the State of Kentucky
Kentucky
$3.18M – – –
CWM
296
Concentric Wealth Management
California
$3.15M +$35.9K +332 +1%
WTC
297
WhitTier Trust Company
Nevada
$3.14M +$43K +398 +1%
NB
298
Norinchukin Bank
Japan
$3.12M -$1.36M -12,559 -30%
Cetera Investment Advisers
299
Cetera Investment Advisers
Illinois
$3.08M +$24.5K +227 +0.8%
IMPI
300
Ilmarinen Mutual Pension Insurance
Finland
$3.05M -$3.32M -30,700 -52%
10 11
12
13 14