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Simon Property Group
SPG

Overview Fund Activity

1,072 hedge funds and large institutions have $45.3B invested in Simon Property Group in 2024 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 394 increasing their positions, 374 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,072
Holders Change
+28
Holders Change %
+2.68%
% of All Funds
15.54%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
121
Increased
394
Reduced
374
Closed
76
Calls
$553M
Puts
$407M
Net Calls
+$146M
Net Calls Change
+$140M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$292M
2
Invesco
2
Invesco
Georgia
$529M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.26B
4
Bank of America
4
Bank of America
North Carolina
$300M
5
UBS Group
5
UBS Group
Switzerland
$162M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$878M
2
Cohen & Steers
2
Cohen & Steers
New York
$3.22B
3
State Street
3
State Street
Massachusetts
$3.32B
4
Goldman Sachs
4
Goldman Sachs
New York
$324M
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$658M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIMLRA
26
CBRE Investment Management Listed Real Assets
Pennsylvania
$289M -$27.4M -175,242 -9%
CIM
27
Centersquare Investment Management
Pennsylvania
$255M +$11.1M +78,866 +5%
Russell Investments Group
28
Russell Investments Group
United Kingdom
$252M -$7.09M -45,331 -3%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$234M -$13.8M -88,480 -6%
Prudential Financial
30
Prudential Financial
New Jersey
$230M -$1.3M -8,281 -0.6%
Principal Financial Group
31
Principal Financial Group
Iowa
$202M -$67M -428,207 -25%
Ameriprise
32
Ameriprise
Minnesota
$191M -$28.8M -183,583 -13%
PI
33
PGGM Investments
Netherlands
$190M +$716K +4,577 +0.4%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$187M -$36.1M -230,902 -16%
Schroder Investment Management Group
35
Schroder Investment Management Group
United Kingdom
$177M +$4.39M +28,067 +3%
Canada Pension Plan Investment Board
36
Canada Pension Plan Investment Board
Ontario, Canada
$164M +$235K +1,500 +0.1%
UBS Group
37
UBS Group
Switzerland
$162M +$72.6M +463,726 +81%
SEI Investments
38
SEI Investments
Pennsylvania
$161M -$9.09M -58,095 -5%
HSBC Holdings
39
HSBC Holdings
United Kingdom
$158M +$23.8M +151,847 +18%
Swiss National Bank
40
Swiss National Bank
Switzerland
$153M -$7.21M -46,100 -5%
Bessemer Group
41
Bessemer Group
New Jersey
$138M +$2.04M +13,021 +2%
Franklin Resources
42
Franklin Resources
California
$133M +$44.9M +287,087 +51%
AllianceBernstein
43
AllianceBernstein
Tennessee
$133M -$3.01M -19,265 -2%
Wells Fargo
44
Wells Fargo
California
$131M +$6.77M +43,271 +5%
DPIM
45
Duff & Phelps Investment Management
Illinois
$131M +$11.9M +75,775 +10%
PAM
46
Panagora Asset Management
Massachusetts
$130M +$25M +159,486 +24%
American Century Companies
47
American Century Companies
Missouri
$127M -$23.5M -150,165 -16%
National Pension Service
48
National Pension Service
South Korea
$126M +$1.81M +11,552 +1%
Amundi
49
Amundi
France
$125M +$9.96M +70,926 +9%
Parnassus Investments
50
Parnassus Investments
California
$122M -$21.3M -136,345 -15%
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