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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 %
MAM
326
Meeder Asset Management
Ohio
$2.4M +$2.4M +21,455 New
PL
327
Perpetual Ltd
Australia
$2.4M +$2.4M +21,450 New
ANTB
328
AMG National Trust Bank
Colorado
$2.39M +$2.39M +21,371 New
SOAMC
329
Spirit of America Management Corp
New York
$2.38M -$269K -2,400 -10%
LSERS
330
Louisiana State Employees Retirement System
Louisiana
$2.38M +$22.4K +200 +0.9%
GT
331
Glenmede Trust
Pennsylvania
$2.38M -$5.82K -52 -0.2%
IAN
332
Integrated Advisors Network
Texas
$2.33M +$172K +1,539 +8%
EP
333
Edgestream Partners
New Jersey
$2.32M -$1.06M -9,509 -31%
SPIA
334
Steward Partners Investment Advisory
New York
$2.31M -$580K -5,177 -20%
AHC
335
Adell Harriman & Carpenter
Texas
$2.29M -$515K -4,601 -18%
LSAG
336
Lake Street Advisors Group
New Hampshire
$2.28M +$89.7K +801 +4%
PAG
337
Private Advisor Group
New Jersey
$2.27M -$151K -1,352 -6%
GH
338
GAM Holding
Switzerland
$2.24M – – –
IIM
339
Intact Investment Management
Quebec, Canada
$2.24M – – –
Pacer Advisors
340
Pacer Advisors
Pennsylvania
$2.24M +$2.15M +19,212 +2,548%
OAC
341
OMERS Administration Corp
Ontario, Canada
$2.19M +$235K +2,100 +12%
WIS
342
Wright Investors Service
Connecticut
$2.18M -$251K -2,239 -10%
SBIA
343
Sheaff Brock Investment Advisors
Indiana
$2.17M +$6.49K +58 +0.3%
BMSSC
344
B. Metzler seel. Sohn & Co
Germany
$2.15M -$471K -4,209 -18%
EGM
345
Engineers Gate Manager
New York
$2.13M +$2.13M +19,024 New
FMN
346
Financial Management Network
California
$2.12M +$121K +1,090 +6%
AI
347
AXS Investments
New York
$2.08M -$2.43M -21,730 -54%
FCBT
348
First Citizens Bank & Trust
North Carolina
$2.04M +$2.04M +18,186 New
WSCM
349
Wellington Shields Capital Management
New York
$2.02M +$56K +500 +3%
TI
350
TTP Investments
California
$2.02M +$1.22M +10,939 +155%
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