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Simon Property Group
SPG

Overview Fund Activity

1,045 hedge funds and large institutions have $42.1B invested in Simon Property Group in 2023 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 343 increasing their positions, 390 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,045
Holders Change
+69
Holders Change %
+7.07%
% of All Funds
15.32%
Holding in Top 10
24
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+60%
% of All Funds
0.35%
New
168
Increased
343
Reduced
390
Closed
85
Calls
$510M
Puts
$505M
Net Calls
+$5.57M
Net Calls Change
-$167M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$816M
2
Norges Bank
Norges Bank
Norway
+$802M
3
PAM
Panagora Asset Management
Massachusetts
+$95.1M
4
Barclays
Barclays
United Kingdom
+$91.1M
5
State Street
State Street
Massachusetts
+$70.8M

Top Sellers

1
Northern Trust
Northern Trust
Illinois
-$109M
2
Cohen & Steers
Cohen & Steers
New York
-$68.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$65.9M
4
Principal Financial Group
Principal Financial Group
Iowa
-$58.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$58.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
376
CCM Investment Advisers
South Carolina
$2.02M +$2.02M +14,185 New
VVP
377
Venture Visionary Partners
Ohio
$2M +$158K +1,106 +9%
BCM
378
Bluefin Capital Management
New York
$2M +$1.7M +11,775 +561%
MFG
379
MidWestOne Financial Group
Iowa
$1.99M +$29.2K +205 +1%
AAM
380
Advisors Asset Management
Colorado
$1.99M -$127K -891 -6%
DI
381
Diligent Investors
California
$1.99M +$140K +982 +8%
VU
382
Vanderbilt University
Tennessee
$1.97M +$404K +2,834 +26%
PFC
383
Phocas Financial Corp
California
$1.94M -$693K -4,856 -26%
CCP
384
Clough Capital Partners
Massachusetts
$1.94M -$399K -2,800 -17%
PAS
385
Park Avenue Securities
New York
$1.94M -$84.6K -593 -4%
AI
386
AXS Investments
New York
$1.93M +$673K +4,720 +54%
CCP
387
Cunning Capital Partners
North Carolina
$1.89M – – –
SCA
388
Snowden Capital Advisors
New York
$1.89M +$37.9K +266 +2%
AWCI
389
Alpine Woods Capital Investors
New York
$1.87M -$326K -2,283 -15%
JIP
390
Jaffetilchin Investment Partners
Florida
$1.87M -$200K -1,404 -10%
CAM
391
Carret Asset Management
New York
$1.85M -$14.3K -100 -0.8%
Lido Advisors
392
Lido Advisors
California
$1.84M +$413K +2,894 +29%
AIA
393
Affinity Investment Advisors
California
$1.84M -$75.2K -527 -4%
BCM
394
Brookstone Capital Management
Illinois
$1.82M +$68.9K +483 +4%
EOJOAM
395
E. Ohman J:or Asset Management
Sweden
$1.8M -$428K -3,000 -19%
GM
396
GeoWealth Management
Illinois
$1.8M +$524K +3,673 +41%
CIA
397
Cascade Investment Advisors
Oregon
$1.75M -$23.5K -165 -1%
IRC
398
Investors Research Corp
Georgia
$1.75M – – –
NMG
399
New Millennium Group
Utah
$1.74M +$1.74M +12,207 New
HCM
400
Howland Capital Management
Massachusetts
$1.72M -$7.56K -53 -0.4%
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