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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 %
VI
476
Versor Investments
New York
$787K -$475K -4,400 -38%
TA
477
TrueWealth Advisors
Alabama
$784K – – –
NSLI
478
Nan Shan Life Insurance
Taiwan
$781K +$781K +7,229 New
YLHM
479
Yelin Lapidot Holdings Management
Israel
$778K +$778K +7,150 New
Cerity Partners
480
Cerity Partners
New York
$777K -$287K -2,659 -27%
OAM
481
Ostrum Asset Management
France
$762K -$5.29K -49 -0.7%
GFA
482
Gifford Fong Associates
California
$756K – – –
MS
483
Maven Securities
Jersey
$755K +$434K +4,014 +135%
TMAM
484
Tokio Marine Asset Management
Japan
$752K +$71K +657 +10%
DFCM
485
Dark Forest Capital Management
Puerto Rico
$750K -$1.03M -9,523 -58%
IAIM
486
International Assets Investment Management
Florida
$747K -$330K -3,048 -31%
VCM
487
Vetamer Capital Management
California
$746K -$484K -4,482 -39%
RPCONE
488
Retirement Planning Company of New England
Rhode Island
$745K +$29.9K +277 +4%
CRWM
489
Castle Rock Wealth Management
California
$737K +$234K +2,233 +47%
O
490
Ossiam
France
$736K +$73.6K +681 +11%
SA
491
Strategic Advisors
New York
$735K – – –
MAS
492
Meeder Advisory Services
Ohio
$702K -$118K -1,089 -14%
CCP
493
Carmel Capital Partners
California
$701K +$105K +969 +18%
SC
494
Scotia Capital
Ontario, Canada
$701K +$60K +555 +9%
I
495
INVST
Indiana
$700K -$120K -1,112 -15%
Assenagon Asset Management
496
Assenagon Asset Management
Luxembourg
$700K -$102K -943 -13%
CCM
497
Cullen Capital Management
New York
$698K -$244K -2,256 -26%
BFA
498
BBJS Financial Advisors
Washington
$695K +$3.46K +32 +0.5%
CA
499
Cullinan Associates
Kentucky
$695K -$173K -1,600 -20%
Carson Wealth (CWM LLC)
500
Carson Wealth (CWM LLC)
Nebraska
$693K +$174K +1,608 +33%
18 19
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