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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 %
CHP
451
Castle Hook Partners
New York
$966K – – –
GM
452
GeoWealth Management
Illinois
$964K +$964K +8,926 New
PWM
453
Perigon Wealth Management
California
$959K -$37.8K -350 -4%
AI
454
AXS Investments
New York
$949K -$239K -2,214 -20%
NW
455
NewEdge Wealth
Pennsylvania
$941K -$23K -213 -2%
CIP
456
Convergence Investment Partners
Florida
$939K -$27K -250 -3%
TWC
457
TD Waterhouse Canada
Ontario, Canada
$934K -$36.5K -348 -4%
VFA
458
Valeo Financial Advisors
Indiana
$929K -$38.2K -354 -4%
MAM
459
Mystic Asset Management
Rhode Island
$923K -$21.1K -195 -2%
IWC
460
Integrated Wealth Concepts
Massachusetts
$919K -$37.4K -346 -4%
Acadian Asset Management
461
Acadian Asset Management
Massachusetts
$899K -$800K -7,423 -47%
BCI
462
Brinker Capital Investments
Pennsylvania
$888K -$21.7K -201 -2%
OPS
463
Orion Portfolio Solutions
Nebraska
$888K -$21.7K -201 -2%
EWA
464
EverSource Wealth Advisors
Alabama
$875K -$133K -1,229 -13%
FM
465
Foster & Motley
Ohio
$875K -$1.25M -11,523 -59%
BFC
466
Bedel Financial Consulting
Indiana
$868K +$108 +1 +0%
FDCDDQ
467
Federation des caisses Desjardins du Quebec
Quebec, Canada
$859K -$33.8K -313 -4%
WIS
468
Wright Investors Service
Connecticut
$843K -$276K -2,554 -25%
EF
469
Empowered Funds
Pennsylvania
$827K +$579K +5,359 +234%
LNWWM
470
Laird Norton Wetherby Wealth Management
California
$820K -$3.46K -32 -0.4%
CA
471
Commerzbank Aktiengesellschaft
Germany
$814K – – –
AIMCA
472
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$810K – – –
KA
473
Kintegral Advisory
New York
$805K -$432 -4 -0.1%
IMRF
474
Illinois Municipal Retirement Fund
Illinois
$805K – – –
PVM
475
Palogic Value Management
Texas
$787K +$11K +102 +1%
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19
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