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Simon Property Group
SPG

Overview Fund Activity

1,118 hedge funds and large institutions have $46.6B invested in Simon Property Group in 2024 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 428 increasing their positions, 388 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,118
Holders Change
+26
Holders Change %
+2.38%
% of All Funds
16.17%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.32%
New
116
Increased
428
Reduced
388
Closed
76
Calls
$416M
Puts
$305M
Net Calls
+$111M
Net Calls Change
+$31.6M

Top Buyers

1
UBS AM
UBS AM
Illinois
+$464M
2
BlackRock
BlackRock
New York
+$320M
3
Los Angeles Capital Management
Los Angeles Capital Management
California
+$168M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$111M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$107M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$175M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$145M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$119M
4
Cohen & Steers
Cohen & Steers
New York
-$73.1M
5
SFC
Strategic Financial Concepts
Texas
-$71.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIP
426
Convergence Investment Partners
Florida
$1.99M +$60K +355 +3%
AM
427
AGF Management
Ontario, Canada
$1.98M +$75.9K +449 +4%
FCBT
428
First Citizens Bank & Trust
North Carolina
$1.97M +$507 +3 +0%
SF
429
Slagle Financial
Illinois
$1.96M +$193K +1,144 +11%
AIA
430
Affinity Investment Advisors
California
$1.96M -$9.47K -56 -0.5%
FFG
431
Fortem Financial Group
California
$1.95M -$1.67M -9,896 -46%
HCM
432
Howland Capital Management
Massachusetts
$1.95M -$50.7K -300 -3%
ECM
433
Everence Capital Management
Indiana
$1.93M – – –
RCIM
434
Red Cedar Investment Management
Michigan
$1.92M +$1.16M +10,644 +153%
PS
435
Presima Securities
Quebec, Canada
$1.91M -$2.52M -14,925 -57%
Holocene Advisors
436
Holocene Advisors
New York
$1.9M +$1.9M +11,255 New
CIA
437
Cascade Investment Advisors
Oregon
$1.9M -$25.4K -150 -1%
PPWP
438
Premier Path Wealth Partners
New Jersey
$1.89M +$23.8K +141 +1%
LM
439
Lincluden Management
Ontario, Canada
$1.88M -$41.9K -248 -2%
IWC
440
Integrated Wealth Concepts
Massachusetts
$1.84M +$485K +2,870 +36%
JPWM
441
Jamison Private Wealth Management
Georgia
$1.84M +$413K +2,446 +29%
IGAM
442
iA Global Asset Management
Quebec, Canada
$1.84M +$99.1K +586 +6%
CCM
443
Cullen Capital Management
New York
$1.81M +$332K +1,963 +22%
KLCM
444
KG&L Capital Management
Louisiana
$1.81M -$196K -1,200 -10%
PL
445
Perpetual Ltd
Australia
$1.79M -$600K -3,550 -25%
DT
446
Diversified Trust
Tennessee
$1.77M +$576K +3,410 +48%
CL
447
Choreo LLC
Illinois
$1.75M +$241K +1,424 +16%
CCM
448
Chilton Capital Management
Texas
$1.75M -$816K -4,825 -32%
GM
449
Granger Management
New York
$1.72M -$169 -1 -0%
MAS
450
Meeder Advisory Services
Ohio
$1.72M -$25.2K -149 -1%
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