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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 %
NW
351
Naviter Wealth
Arkansas
$2.18M +$260K +2,249 +13%
PFC
352
Phocas Financial Corp
California
$2.17M +$296K +2,562 +16%
CB
353
Commerce Bank
Missouri
$2.17M +$215K +1,858 +11%
TI
354
TTP Investments
California
$2.16M +$79.6K +689 +4%
FMN
355
Financial Management Network
California
$2.15M -$77.6K -663 -3%
DCM
356
Dupont Capital Management
Delaware
$2.13M -$475K -4,110 -18%
TBA
357
Tower Bridge Advisors
Pennsylvania
$2.09M -$1.58M -13,690 -43%
WSCM
358
Wellington Shields Capital Management
New York
$2.08M – – –
CAM
359
Cresset Asset Management
Illinois
$2.06M +$1.45M +12,579 +240%
AIM
360
AMI Investment Management
Indiana
$2.05M +$24.1K +209 +1%
FCBT
361
First Citizens Bank & Trust
North Carolina
$2.05M -$54.5K -472 -3%
SOAMC
362
Spirit of America Management Corp
New York
$2.03M -$427K -3,700 -17%
ACMA
363
Arbor Capital Management (Alaska)
Alaska
$2.03M +$22.1K +189 +1%
RIM
364
Redwood Investment Management
Arizona
$2.02M +$4.27K +37 +0.2%
GLA
365
Great Lakes Advisors
Illinois
$2M +$59.7K +517 +3%
AAM
366
Advisors Asset Management
Colorado
$1.96M +$62.7K +543 +3%
LM
367
Lincluden Management
Ontario, Canada
$1.95M -$1.48M -12,814 -43%
NPP
368
New Potomac Partners
Maryland
$1.94M +$169K +1,466 +10%
TRCT
369
Tower Research Capital (TRC)
New York
$1.93M +$484K +4,187 +33%
RAM
370
Redmond Asset Management
Virginia
$1.92M +$27.5K +238 +1%
DFCM
371
Dark Forest Capital Management
Puerto Rico
$1.9M +$1.9M +16,461 New
CCP
372
Clough Capital Partners
Massachusetts
$1.89M – – –
MFG
373
MidWestOne Financial Group
Iowa
$1.89M +$409K +3,543 +28%
EDRH
374
Edmond de Rothschild Holding
Switzerland
$1.86M +$1.79M +15,474 +2,472%
NMERB
375
New Mexico Educational Retirement Board
New Mexico
$1.84M +$92.4K +800 +5%
13 14
15
16 17