SPG icon

Simon Property Group
SPG

Overview Fund Activity

1,044 hedge funds and large institutions have $42.1B invested in Simon Property Group in 2023 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 343 increasing their positions, 390 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,044
Holders Change
+68
Holders Change %
+6.97%
% of All Funds
15.31%
Holding in Top 10
24
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+60%
% of All Funds
0.35%
New
167
Increased
343
Reduced
390
Closed
85
Calls
$510M
Puts
$505M
Net Calls
+$5.57M
Net Calls Change
-$167M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.65B
2
Norges Bank
2
Norges Bank
Norway
$2.56B
3
PAM
3
Panagora Asset Management
Massachusetts
$96M
4
Barclays
4
Barclays
United Kingdom
$179M
5
State Street
5
State Street
Massachusetts
$3.24B

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$568M
2
Cohen & Steers
2
Cohen & Steers
New York
$3.28B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$203M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$245M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.52B
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
26
Principal Financial Group
Iowa
$245M -$58.2M -408,307 -19%
Russell Investments Group
27
Russell Investments Group
United Kingdom
$236M +$16.4M +114,653 +7%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$226M -$11.3M -79,070 -5%
Prudential Financial
29
Prudential Financial
New Jersey
$210M +$6.94M +48,921 +3%
Bank of America
30
Bank of America
North Carolina
$204M -$17.7M -124,148 -8%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$203M -$65.9M -462,065 -24%
Ameriprise
32
Ameriprise
Minnesota
$202M -$31.2M -217,346 -13%
Barclays
33
Barclays
United Kingdom
$179M +$91.1M +638,882 +104%
PI
34
PGGM Investments
Netherlands
$173M – – –
Schroder Investment Management Group
35
Schroder Investment Management Group
United Kingdom
$157M -$23.5M -164,547 -13%
SEI Investments
36
SEI Investments
Pennsylvania
$155M +$18.6M +130,729 +14%
Canada Pension Plan Investment Board
37
Canada Pension Plan Investment Board
Ontario, Canada
$149M -$4.58M -32,100 -3%
Swiss National Bank
38
Swiss National Bank
Switzerland
$146M -$4.09M -28,700 -3%
American Century Companies
39
American Century Companies
Missouri
$137M +$15M +105,069 +12%
Parnassus Investments
40
Parnassus Investments
California
$130M – – –
AllianceBernstein
41
AllianceBernstein
Tennessee
$124M +$19.3M +135,457 +18%
Bessemer Group
42
Bessemer Group
New Jersey
$124M +$2.32M +16,230 +2%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$122M +$12.4M +86,749 +11%
HighTower Advisors
44
HighTower Advisors
Illinois
$119M +$2.9M +20,362 +2%
Amundi
45
Amundi
France
$116M +$17.5M +122,791 +18%
National Pension Service
46
National Pension Service
South Korea
$114M +$3.03M +21,253 +3%
Wells Fargo
47
Wells Fargo
California
$114M +$582K +4,077 +0.5%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$109M -$2.88M -20,172 -3%
DPIM
49
Duff & Phelps Investment Management
Illinois
$109M +$67M +469,855 +160%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$108M +$7.49M +51,896 +7%
1
2
3 4 5