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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 %
TC
326
Truvestments Capital
Florida
$2.66M +$94.2K +816 +4%
HIMCH
327
Hartford Investment Management Co (HIMCO)
Connecticut
$2.65M -$528K -4,570 -17%
PS
328
Pensionfund Sabic
Netherlands
$2.63M – – –
PAG
329
Private Advisor Group
New Jersey
$2.54M +$151K +1,277 +6%
Capital Fund Management (CFM)
330
Capital Fund Management (CFM)
France
$2.52M -$5.89M -50,996 -70%
CCM
331
Chilton Capital Management
Texas
$2.52M +$745K +6,449 +42%
SCP
332
Stamos Capital Partners
California
$2.49M +$1.99M +17,250 +404%
YC
333
Yarbrough Capital
Tennessee
$2.48M – – –
PL
334
Perpetual Ltd
Australia
$2.46M -$20.8K -180 -0.8%
LWM
335
Lodestone Wealth Management
Washington
$2.43M +$425K +3,676 +21%
IAN
336
Integrated Advisors Network
Texas
$2.43M +$24.4K +211 +1%
SPIA
337
Steward Partners Investment Advisory
New York
$2.42M +$41.9K +363 +2%
GT
338
Glenmede Trust
Pennsylvania
$2.38M – – –
LSERS
339
Louisiana State Employees Retirement System
Louisiana
$2.33M -$127K -1,100 -5%
Pacer Advisors
340
Pacer Advisors
Pennsylvania
$2.32M +$16.9K +146 +0.7%
GH
341
GAM Holding
Switzerland
$2.31M – – –
IIM
342
Intact Investment Management
Quebec, Canada
$2.31M – – –
GAM
343
Gotham Asset Management
New York
$2.3M +$612K +5,297 +36%
LSAG
344
Lake Street Advisors Group
New Hampshire
$2.28M -$67.7K -586 -3%
FM
345
Foster & Motley
Ohio
$2.27M -$362K -3,136 -14%
OAC
346
OMERS Administration Corp
Ontario, Canada
$2.26M – – –
AWM
347
AE Wealth Management
Kansas
$2.26M +$534K +4,621 +31%
AHC
348
Adell Harriman & Carpenter
Texas
$2.23M -$170K -1,449 -7%
SBIA
349
Sheaff Brock Investment Advisors
Indiana
$2.22M -$16.1K -139 -0.7%
BMSSC
350
B. Metzler seel. Sohn & Co
Germany
$2.22M – – –
12 13
14
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