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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
1
Cohen & Steers
New York
$2.82B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$543M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$627M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$749M
5
WMSA
5
Weiss Multi-Strategy Advisers
New York
$35M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.34B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$59.2M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$0
4
BlackRock
4
BlackRock
New York
$3.93B
5
OIAM
5
OFI Invest Asset Management
France
$584K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFO
426
Pathstone Family Office
New Jersey
$1.21M -$80.3K -694 -6%
WIS
427
Wright Investors Service
Connecticut
$1.2M -$1.05M -9,110 -47%
NMIMC
428
Northwestern Mutual Investment Management Company
Wisconsin
$1.19M +$4.39K +38 +0.4%
PCS
429
Personal CFO Solutions
New Jersey
$1.19M +$38.1K +330 +3%
MFG
430
Merit Financial Group
Georgia
$1.19M +$1.19M +10,310 New
TSW
431
Thompson Siegel & Walmsley
Virginia
$1.19M – – –
AI
432
Atria Investments
North Carolina
$1.19M +$31.8K +275 +3%
JWM
433
Jeppson Wealth Management
California
$1.17M -$95.3K -825 -8%
WC
434
Wexford Capital
Florida
$1.16M +$720K +6,237 +162%
MW
435
MBL Wealth
North Carolina
$1.16M -$2.31K -20 -0.2%
GMA
436
Glassy Mountain Advisors
Maryland
$1.16M +$1.16M +10,069 New
BAMF
437
BI Asset Management Fondsmaeglerselskab
Denmark
$1.15M +$528K +4,570 +85%
IAIM
438
International Assets Investment Management
Florida
$1.15M +$11.8K +102 +1%
Cerity Partners
439
Cerity Partners
New York
$1.14M +$410K +3,551 +56%
GT
440
Greenleaf Trust
Michigan
$1.13M -$33.7K -292 -3%
QCM
441
Quantinno Capital Management
New York
$1.13M -$14.4K -125 -1%
AssetMark Inc
442
AssetMark Inc
California
$1.13M -$15.1K -131 -1%
VIM
443
Vinva Investment Management
Australia
$1.11M -$143K -1,244 -11%
MMA
444
Miracle Mile Advisors
California
$1.1M -$44.2K -383 -4%
BWM
445
BCGM Wealth Management
Indiana
$1.09M -$8.89K -77 -0.8%
TWC
446
TD Waterhouse Canada
Ontario, Canada
$1.08M +$353K +3,018 +48%
EWA
447
EverSource Wealth Advisors
Alabama
$1.08M +$423K +3,666 +65%
PGIM
448
Pacific Global Investment Management
California
$1.08M -$299K -2,591 -22%
PWM
449
Perigon Wealth Management
California
$1.07M +$704K +6,097 +195%
TCA
450
Transcend Capital Advisors
New Jersey
$1.05M -$23.4K -203 -2%
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