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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 %
CIG
376
Cascade Investment Group
Colorado
$1.67M -$25.2K -225 -1%
TAF
377
Tredje AP-fonden
Sweden
$1.65M – – –
FHA
378
Flagship Harbor Advisors
Massachusetts
$1.64M +$71.5K +639 +5%
AWCI
379
Alpine Woods Capital Investors
New York
$1.63M -$139K -1,243 -8%
GAM
380
Gotham Asset Management
New York
$1.63M +$50.6K +452 +3%
VCM
381
Vetamer Capital Management
California
$1.59M +$1.59M +14,210 New
JIP
382
Jaffetilchin Investment Partners
Florida
$1.57M -$37.2K -332 -2%
PWA
383
PCG Wealth Advisors
Kansas
$1.57M +$160K +1,426 +11%
JC
384
Joho Capital
New York
$1.56M – – –
CAM
385
Carret Asset Management
New York
$1.56M -$244K -2,183 -14%
IWP
386
Icon Wealth Partners
Texas
$1.55M +$1.55M +13,845 New
PAS
387
Park Avenue Securities
New York
$1.54M +$103K +918 +7%
MS
388
Maven Securities
Jersey
$1.54M +$980K +8,751 +176%
ICA
389
Infrastructure Capital Advisors
New York
$1.52M +$816K +7,291 +116%
ASN
390
Advisory Services Network
Georgia
$1.52M +$196K +1,754 +15%
AIA
391
Affinity Investment Advisors
California
$1.49M +$960K +8,571 +180%
MGP
392
Metis Global Partners
California
$1.49M +$554K +4,945 +59%
API
393
Advisor Partners II
California
$1.49M -$91.5K -817 -6%
BRWA
394
B. Riley Wealth Advisors
Florida
$1.48M +$234K +2,092 +19%
EAM
395
Eagle Asset Management
Florida
$1.46M +$15.9K +142 +1%
MFG
396
MidWestOne Financial Group
Iowa
$1.43M +$492K +4,391 +52%
V
397
Veritable
Delaware
$1.43M +$13.8K +123 +1%
AFG
398
AFS Financial Group
Maryland
$1.42M +$7.84K +70 +0.6%
EAM
399
Erste Asset Management
Austria
$1.42M +$558K +5,200 +65%
TRCT
400
Tower Research Capital (TRC)
New York
$1.4M +$387K +3,452 +38%
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