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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 %
OTPPB
351
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.99M -$716K -6,395 -26%
AIM
352
AMI Investment Management
Indiana
$1.97M -$5.6K -50 -0.3%
RIM
353
Redwood Investment Management
Arizona
$1.96M +$244K +2,182 +14%
CA
354
Cullinan Associates
Kentucky
$1.95M -$179K -1,600 -8%
PP
355
Prudential plc
United Kingdom
$1.95M +$449K +4,008 +30%
LWM
356
Lodestone Wealth Management
Washington
$1.94M -$3.02K -27 -0.2%
CB
357
Commerce Bank
Missouri
$1.89M +$27.8K +248 +1%
GLA
358
Great Lakes Advisors
Illinois
$1.88M +$2.8K +25 +0.1%
ACMA
359
Arbor Capital Management (Alaska)
Alaska
$1.88M +$126K +1,148 +7%
NW
360
Naviter Wealth
Arkansas
$1.87M +$724K +6,468 +63%
DEA
361
DoubleLine ETF Adviser
Florida
$1.84M +$217K +1,942 +13%
AAM
362
Advisors Asset Management
Colorado
$1.84M +$546K +4,880 +42%
CCP
363
Clough Capital Partners
Massachusetts
$1.84M – – –
PAM
364
Peak Asset Management
Colorado
$1.83M +$34.3K +306 +2%
RAM
365
Redmond Asset Management
Virginia
$1.83M -$1.34M -11,946 -42%
PFC
366
Phocas Financial Corp
California
$1.81M -$163K -1,456 -8%
AIM
367
Achmea Investment Management
Netherlands
$1.81M – – –
MWM
368
Madison Wealth Management
Ohio
$1.76M +$46.5K +415 +3%
EOJOAM
369
E. Ohman J:or Asset Management
Sweden
$1.75M +$168K +1,500 +11%
CCP
370
Cunning Capital Partners
North Carolina
$1.74M – – –
CCM
371
Chilton Capital Management
Texas
$1.72M +$306K +2,737 +22%
NPP
372
New Potomac Partners
Maryland
$1.72M +$60.8K +543 +4%
NMERB
373
New Mexico Educational Retirement Board
New Mexico
$1.69M -$56K -500 -3%
SCA
374
Snowden Capital Advisors
New York
$1.69M -$316K -2,825 -16%
AWM
375
AE Wealth Management
Kansas
$1.68M -$433K -3,865 -21%
13 14
15
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