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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 %
Acadian Asset Management
376
Acadian Asset Management
Massachusetts
$1.82M +$501K +4,345 +38%
MWM
377
Madison Wealth Management
Ohio
$1.82M +$5.2K +45 +0.3%
EOJOAM
378
E. Ohman J:or Asset Management
Sweden
$1.8M – – –
PAM
379
Peak Asset Management
Colorado
$1.79M -$97K -840 -5%
WHG
380
Westwood Holdings Group
Texas
$1.79M -$11.6M -100,624 -87%
AWCI
381
Alpine Woods Capital Investors
New York
$1.77M +$83.5K +723 +5%
PP
382
Paloma Partners
Connecticut
$1.77M +$1.77M +15,301 New
API
383
Advisor Partners II
California
$1.75M +$219K +1,895 +14%
PP
384
Prudential plc
United Kingdom
$1.75M -$261K -2,261 -13%
AIA
385
Affinity Investment Advisors
California
$1.72M +$182K +1,576 +12%
PAS
386
Park Avenue Securities
New York
$1.72M +$132K +1,146 +8%
CIG
387
Cascade Investment Group
Colorado
$1.71M -$10.9K -94 -0.6%
TAF
388
Tredje AP-fonden
Sweden
$1.7M – – –
SCA
389
Snowden Capital Advisors
New York
$1.7M -$40.6K -352 -2%
GF
390
Gabelli Funds
New York
$1.67M +$751K +6,500 +81%
JIP
391
Jaffetilchin Investment Partners
Florida
$1.66M +$35.3K +306 +2%
ASN
392
Advisory Services Network
Georgia
$1.64M +$80.5K +697 +5%
PWA
393
PCG Wealth Advisors
Kansas
$1.62M +$2.43K +21 +0.1%
IWP
394
Icon Wealth Partners
Texas
$1.6M +$1.96K +17 +0.1%
BCM
395
Brookstone Capital Management
Illinois
$1.53M +$88.1K +743 +6%
CAM
396
Carret Asset Management
New York
$1.51M -$100K -867 -6%
EAM
397
Erste Asset Management
Austria
$1.48M -$11.3K -100 -0.8%
AFG
398
AFS Financial Group
Maryland
$1.46M -$1.27K -11 -0.1%
Squarepoint
399
Squarepoint
New York
$1.45M -$1.19M -10,336 -45%
KLCM
400
KG&L Capital Management
Louisiana
$1.45M +$11.5K +100 +0.8%
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16
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