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Simon Property Group
SPG

Overview Fund Activity

978 hedge funds and large institutions have $32.8B invested in Simon Property Group in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 366 increasing their positions, 357 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
978
Holders Change
–
Holders Change %
0%
% of All Funds
15.42%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.28%
New
77
Increased
366
Reduced
357
Closed
69
Calls
$535M
Puts
$292M
Net Calls
+$244M
Net Calls Change
+$50.1M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$2.82B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$543M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$627M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$749M
5
WMSA
5
Weiss Multi-Strategy Advisers
New York
$35M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.34B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$59.2M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$0
4
BlackRock
4
BlackRock
New York
$3.93B
5
OIAM
5
OFI Invest Asset Management
France
$584K
Name Holding Trade Value Shares
Change 		Shares
Change %
O
501
Ossiam
France
$708K +$34.2K +296 +5%
TC
502
TownSquare Capital
Utah
$705K +$132K +1,140 +23%
SS
503
Simplicity Solutions
Minnesota
$704K -$60.7K -526 -8%
CAM
504
Congress Asset Management
Massachusetts
$702K -$7.91M -68,533 -92%
Brown Advisory
505
Brown Advisory
Maryland
$698K +$84K +727 +14%
HVIA
506
Hudson Valley Investment Advisors
New York
$694K -$424K -3,672 -38%
MCA
507
MSH Capital Advisors
Arizona
$691K +$44.3K +384 +7%
SC
508
Scotia Capital
Ontario, Canada
$685K +$108K +936 +19%
MSA
509
Marino Stram & Associates
Massachusetts
$683K -$22.5K -195 -3%
AG
510
Ascent Group
Virginia
$673K +$55.2K +464 +9%
Los Angeles Capital Management
511
Los Angeles Capital Management
California
$669K -$8.55K -74 -1%
NO
512
Ninety One
South Africa
$668K – – –
CCA
513
Checchi Capital Advisers
California
$665K +$59.6K +516 +10%
TA
514
Tiedemann Advisors
New York
$658K +$2.31K +20 +0.4%
VCA
515
Verdence Capital Advisors
Maryland
$653K +$7.04K +61 +1%
SCM
516
Stevens Capital Management
Pennsylvania
$653K -$408K -3,532 -38%
WS
517
Wedbush Securities
California
$652K +$6.7K +58 +1%
SLI
518
Sumitomo Life Insurance
Japan
$651K -$63.3K -548 -9%
FHB
519
First Hawaiian Bank
Hawaii
$640K +$17.6K +152 +3%
CCP
520
Carmel Capital Partners
California
$638K +$15.9K +138 +3%
GHAM
521
Gilman Hill Asset Management
Connecticut
$635K +$26K +225 +4%
FFWM
522
Future Financial Wealth Management
Ohio
$630K +$808 +7 +0.1%
EH
523
Equitable Holdings
New York
$622K +$96.4K +835 +18%
MNBTD
524
Moody National Bank Trust Division
Texas
$615K – – –
Arrowstreet Capital
525
Arrowstreet Capital
Massachusetts
$610K +$255K +2,211 +72%
19 20
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