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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 %
CAN
301
Cetera Advisor Networks
California
$2.94M +$224K +1,997 +8%
EMPI
302
Elo Mutual Pension Insurance
Finland
$2.92M +$75.2K +672 +3%
Fifth Third Bancorp
303
Fifth Third Bancorp
Ohio
$2.91M +$164K +1,464 +6%
OAM
304
Oppenheimer Asset Management
New York
$2.9M -$104K -932 -3%
KRS
305
Kentucky Retirement Systems
Kentucky
$2.9M +$12.8K +114 +0.4%
KWM
306
Kingsview Wealth Management
Oregon
$2.88M +$2.88M +25,715 New
MSRPS
307
Maryland State Retirement & Pension System
Maryland
$2.87M – – –
BSG
308
Black Swift Group
Colorado
$2.8M +$176K +1,580 +7%
MLICM
309
Metropolitan Life Insurance Company (MetLife)
New York
$2.77M -$485K -4,328 -15%
GVAG
310
Great Valley Advisor Group
Delaware
$2.73M +$29.9K +267 +1%
MCM
311
Mitchell Capital Management
Kansas
$2.73M -$1.34K -12 -0%
FG
312
Fiduciary Group
Georgia
$2.66M +$104K +926 +4%
Bank of Nova Scotia
313
Bank of Nova Scotia
Ontario, Canada
$2.64M -$255K -2,276 -9%
TCPG
314
Trivant Custom Portfolio Group
California
$2.62M +$2.62M +23,394 New
FAM
315
Fred Alger Management
New York
$2.62M +$128K +1,139 +5%
Squarepoint
316
Squarepoint
New York
$2.56M +$2.21M +19,747 +633%
FFG
317
Fortem Financial Group
California
$2.56M +$350K +3,129 +16%
PS
318
Pensionfund Sabic
Netherlands
$2.55M – – –
FM
319
Foster & Motley
Ohio
$2.55M +$47.8K +427 +2%
DCM
320
Dupont Capital Management
Delaware
$2.52M -$390K -3,484 -13%
DADC
321
D.A. Davidson & Co
Montana
$2.52M +$509K +4,555 +25%
TC
322
Truvestments Capital
Florida
$2.49M +$68.5K +612 +3%
APWM
323
Argonautica Private Wealth Management
Massachusetts
$2.46M -$318K -2,839 -11%
SA
324
SAM Advisors
California
$2.43M -$169K -1,507 -6%
YC
325
Yarbrough Capital
Tennessee
$2.41M – – –
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