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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 %
WTC
301
WhitTier Trust Company
Nevada
$3.31M +$19.7K +171 +0.6%
Cetera Investment Advisers
302
Cetera Investment Advisers
Illinois
$3.27M -$178K -1,542 -5%
IMCOOI
303
Investment Management Corp of Ontario (IMCO)
Canada
$3.21M +$3.21M +27,799 New
AWS
304
Atria Wealth Solutions
New York
$3.15M +$30.9K +268 +1%
BSG
305
Black Swift Group
Colorado
$3.11M +$208K +1,805 +7%
EMPI
306
Elo Mutual Pension Insurance
Finland
$3.11M +$90.3K +782 +3%
SAM
307
Securian Asset Management
Minnesota
$3.07M -$48K -416 -2%
EWM
308
Elevatus Welath Management
New York
$3.06M +$3.06M +26,530 New
Bank of Nova Scotia
309
Bank of Nova Scotia
Ontario, Canada
$3.05M +$318K +2,757 +12%
OAM
310
Oppenheimer Asset Management
New York
$3.04M +$49.4K +428 +2%
KRS
311
Kentucky Retirement Systems
Kentucky
$3.04M +$50.8K +440 +2%
CAN
312
Cetera Advisor Networks
California
$3.03M -$5.89K -51 -0.2%
Fifth Third Bancorp
313
Fifth Third Bancorp
Ohio
$3.03M +$27.8K +241 +0.9%
OTPPB
314
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.01M +$954K +8,265 +47%
DADC
315
D.A. Davidson & Co
Montana
$2.94M +$338K +2,924 +13%
GVAG
316
Great Valley Advisor Group
Delaware
$2.91M +$87.4K +757 +3%
MSRPS
317
Maryland State Retirement & Pension System
Maryland
$2.86M -$101K -874 -3%
IIM
318
INTECH Investment Management
Florida
$2.86M -$5.43M -47,035 -66%
GIM
319
Grassi Investment Management
California
$2.82M -$224K -1,944 -7%
FFG
320
Fortem Financial Group
California
$2.82M +$179K +1,548 +7%
MLICM
321
Metropolitan Life Insurance Company (MetLife)
New York
$2.8M -$53.8K -466 -2%
FG
322
Fiduciary Group
Georgia
$2.79M +$52.9K +458 +2%
ANTB
323
AMG National Trust Bank
Colorado
$2.72M +$249K +2,160 +10%
SA
324
SAM Advisors
California
$2.72M +$212K +1,832 +8%
FAM
325
Fred Alger Management
New York
$2.7M – – –
11 12
13
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