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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 %
CIA
401
Cascade Investment Advisors
Oregon
$1.44M +$15K +130 +1%
IRC
402
Investors Research Corp
Georgia
$1.41M – – –
HCM
403
Howland Capital Management
Massachusetts
$1.4M -$39K -338 -3%
ICA
404
Infrastructure Capital Advisors
New York
$1.39M -$176K -1,526 -11%
V
405
Veritable
Delaware
$1.38M -$88.3K -765 -6%
BRWA
406
B. Riley Wealth Advisors
Florida
$1.36M -$165K -1,425 -11%
LWAM
407
Legacy Wealth Asset Management
Minnesota
$1.36M +$9.12K +79 +0.7%
APG Asset Management
408
APG Asset Management
Netherlands
$1.36M -$4.5M -42,500 -77%
KRSITF
409
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.36M +$12K +104 +0.9%
VVP
410
Venture Visionary Partners
Ohio
$1.35M +$1.35M +11,682 New
VI
411
Versor Investments
New York
$1.35M +$748K +6,480 +125%
VU
412
Vanderbilt University
Tennessee
$1.34M +$161K +1,393 +14%
VAS
413
Vestmark Advisory Solutions
Massachusetts
$1.32M -$47.1K -408 -3%
VCM
414
Vetamer Capital Management
California
$1.32M -$326K -2,822 -20%
MIH
415
Meitav Investment House
Israel
$1.31M -$14.8K -130 -1%
Federated Hermes
416
Federated Hermes
Pennsylvania
$1.3M +$99.2K +859 +8%
NERM
417
New England Research & Management
Illinois
$1.3M -$8.66K -75 -0.7%
AI
418
AXS Investments
New York
$1.27M -$875K -7,580 -41%
Lido Advisors
419
Lido Advisors
California
$1.27M +$105K +905 +9%
IC
420
IEQ Capital
California
$1.26M -$24K -208 -2%
WBC
421
Westpac Banking Corp
Australia
$1.26M -$18.8M -162,780 -94%
IGAM
422
iA Global Asset Management
Quebec, Canada
$1.26M +$1.26M +10,887 New
CNBT
423
Canandaigua National Bank & Trust
New York
$1.25M -$2.08K -18 -0.2%
NA
424
NewEdge Advisors
Louisiana
$1.24M +$67.2K +582 +6%
GM
425
Granger Management
New York
$1.21M -$18.2K -158 -1%
15 16
17
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