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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 %
ANTB
326
AMG National Trust Bank
Colorado
$2.49M -$55.7K -516 -2%
BMSSC
327
B. Metzler seel. Sohn & Co
Germany
$2.47M +$400K +3,700 +19%
OAM
328
Oppenheimer Asset Management
New York
$2.45M -$399K -3,692 -14%
HIMCH
329
Hartford Investment Management Co (HIMCO)
Connecticut
$2.41M -$71.3K -660 -3%
PAG
330
Private Advisor Group
New Jersey
$2.39M +$63.6K +589 +3%
CCM
331
Chilton Capital Management
Texas
$2.36M +$3.24K +30 +0.1%
FFG
332
Fortem Financial Group
California
$2.34M -$290K -2,685 -11%
GAM
333
Gotham Asset Management
New York
$2.32M +$176K +1,631 +8%
YC
334
Yarbrough Capital
Tennessee
$2.32M – – –
TI
335
TTP Investments
California
$2.31M +$294K +2,723 +15%
SPIA
336
Steward Partners Investment Advisory
New York
$2.29M +$27.4K +254 +1%
PL
337
Perpetual Ltd
Australia
$2.28M -$16.2K -150 -0.7%
NW
338
Naviter Wealth
Arkansas
$2.27M +$231K +2,139 +11%
Pacer Advisors
339
Pacer Advisors
Pennsylvania
$2.23M +$55.5K +514 +3%
LSERS
340
Louisiana State Employees Retirement System
Louisiana
$2.19M +$10.8K +100 +0.5%
GH
341
GAM Holding
Switzerland
$2.16M +$324 +3 +0%
IIM
342
Intact Investment Management
Quebec, Canada
$2.16M – – –
AHC
343
Adell Harriman & Carpenter
Texas
$2.13M +$71.3K +660 +3%
LSAG
344
Lake Street Advisors Group
New Hampshire
$2.12M -$17.2K -159 -0.8%
RSWM
345
Robertson Stephens Wealth Management
California
$2.11M +$1.79M +16,538 +545%
WAM
346
Wolverine Asset Management
Illinois
$2.11M +$2.08M +19,258 +6,377%
LWM
347
Lodestone Wealth Management
Washington
$2.09M -$183K -1,690 -8%
SBIA
348
Sheaff Brock Investment Advisors
Indiana
$2.08M +$4.86K +45 +0.2%
IAN
349
Integrated Advisors Network
Texas
$2.06M -$215K -1,986 -9%
CB
350
Commerce Bank
Missouri
$2.04M +$15.4K +143 +0.8%
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