SPG icon

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 %
CAM
351
Cresset Asset Management
Illinois
$2.02M +$91K +842 +5%
PFC
352
Phocas Financial Corp
California
$2M -$31K -287 -2%
AWM
353
AE Wealth Management
Kansas
$1.99M -$127K -1,174 -6%
CWM
354
CIBC World Markets
New York
$1.95M -$2.19M -20,261 -53%
FMN
355
Financial Management Network
California
$1.94M +$18.6K +178 +1%
OAC
356
OMERS Administration Corp
Ontario, Canada
$1.92M -$194K -1,800 -9%
AIM
357
AMI Investment Management
Indiana
$1.88M -$37.3K -345 -2%
RAM
358
Redmond Asset Management
Virginia
$1.86M +$62.7K +580 +3%
API
359
Advisor Partners II
California
$1.85M +$211K +1,949 +13%
William Blair & Company
360
William Blair & Company
Illinois
$1.84M -$2.76M -25,514 -60%
TBA
361
Tower Bridge Advisors
Pennsylvania
$1.84M -$113K -1,050 -6%
NMERB
362
New Mexico Educational Retirement Board
New Mexico
$1.84M +$119K +1,100 +7%
LM
363
Lincluden Management
Ontario, Canada
$1.83M – – –
NPP
364
New Potomac Partners
Maryland
$1.82M +$9.4K +87 +0.5%
ACMA
365
Arbor Capital Management (Alaska)
Alaska
$1.8M -$56.5K -526 -3%
GT
366
Glenmede Trust
Pennsylvania
$1.78M -$516K -4,777 -22%
Federated Hermes
367
Federated Hermes
Pennsylvania
$1.78M +$556K +5,150 +46%
CCP
368
Clough Capital Partners
Massachusetts
$1.77M – – –
SOAMC
369
Spirit of America Management Corp
New York
$1.76M -$140K -1,300 -7%
BSG
370
Black Swift Group
Colorado
$1.71M -$1.2M -11,110 -41%
EDRH
371
Edmond de Rothschild Holding
Switzerland
$1.7M -$40.5K -375 -2%
MWM
372
Madison Wealth Management
Ohio
$1.7M – – –
PAM
373
Peak Asset Management
Colorado
$1.69M +$9.29K +86 +0.6%
EOJOAM
374
E. Ohman J:or Asset Management
Sweden
$1.69M – – –
AWCI
375
Alpine Woods Capital Investors
New York
$1.66M +$7.24K +67 +0.4%
13 14
15
16 17