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Simon Property Group
SPG

Overview Fund Activity

976 hedge funds and large institutions have $31B invested in Simon Property Group in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 350 increasing their positions, 355 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
976
Holders Change
-2
Holders Change %
-0.2%
% of All Funds
15.56%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.24%
New
84
Increased
350
Reduced
355
Closed
80
Calls
$456M
Puts
$284M
Net Calls
+$172M
Net Calls Change
-$71.7M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$575M
2
Goldman Sachs
Goldman Sachs
New York
+$109M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$96.6M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$91.9M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$69.4M

Top Sellers

1
ICA
Infrastructure Capital Advisors
New York
-$784M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$198M
3
Deutsche Bank
Deutsche Bank
Germany
-$155M
4
Cohen & Steers
Cohen & Steers
New York
-$106M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$60.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ICA
426
Infrastructure Capital Advisors
New York
$1.11M -$784M -12,020 -100%
JWM
427
Jeppson Wealth Management
California
$1.1M +$5.4K +50 +0.5%
MW
428
MBL Wealth
North Carolina
$1.09M +$2.16K +20 +0.2%
GT
429
Greenleaf Trust
Michigan
$1.09M +$25.7K +238 +2%
Lido Advisors
430
Lido Advisors
California
$1.08M -$101K -936 -9%
PCS
431
Personal CFO Solutions
New Jersey
$1.08M -$34.5K -319 -3%
Man Group
432
Man Group
United Kingdom
$1.07M – – –
BCV
433
Banque Cantonale Vaudoise
Switzerland
$1.06M +$121K +1,116 +13%
GLA
434
Great Lakes Advisors
Illinois
$1.06M -$813K -7,530 -44%
BWM
435
BCGM Wealth Management
Indiana
$1.05M +$27.4K +254 +3%
IGAM
436
iA Global Asset Management
Quebec, Canada
$1.05M -$128K -1,186 -11%
TCA
437
Transcend Capital Advisors
New Jersey
$1.04M +$53.5K +495 +5%
VIM
438
Vinva Investment Management
Australia
$1.03M -$23.2K -213 -2%
NA
439
NewEdge Advisors
Louisiana
$1.03M -$129K -1,194 -11%
MMA
440
Miracle Mile Advisors
California
$1.03M – – –
RCM
441
Radnor Capital Management
Pennsylvania
$1.03M +$1.03M +9,488 New
BAMF
442
BI Asset Management Fondsmaeglerselskab
Denmark
$1.02M -$52.2K -483 -5%
TI
443
Tidal Investments
Wisconsin
$1.02M +$95.7K +886 +10%
XT
444
XTX Topco
Cayman Islands
$1.01M +$1.01M +9,361 New
Walleye Trading
445
Walleye Trading
New York
$1.01M +$1.01M +9,329 New
PCM
446
Penserra Capital Management
California
$993K +$52.1K +483 +6%
PVI
447
Pine Valley Investments
New Jersey
$983K +$54K +500 +6%
MAM
448
Mark Asset Management
New York
$980K – – –
PGIM
449
Pacific Global Investment Management
California
$973K -$34.6K -320 -3%
Connor, Clark & Lunn Investment Management (CC&L)
450
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$972K +$972K +9,001 New
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