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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 %
MCA
501
MSH Capital Advisors
Arizona
$692K +$45.9K +425 +7%
SW
502
Solidarity Wealth
Utah
$688K -$3.89K -36 -0.6%
AFP
503
Ausdal Financial Partners
Iowa
$686K -$24.5K -227 -3%
TC
504
TownSquare Capital
Utah
$680K +$19.8K +183 +3%
VCA
505
Verdence Capital Advisors
Maryland
$675K +$64K +592 +10%
DS
506
DRW Securities
Illinois
$675K +$675K +6,248 New
MSA
507
Marino Stram & Associates
Massachusetts
$652K +$12.2K +113 +2%
Brown Advisory
508
Brown Advisory
Maryland
$651K -$1.62K -15 -0.2%
GFA
509
Gallagher Fiduciary Advisors
Illinois
$650K -$46.1K -427 -7%
NO
510
Ninety One
South Africa
$635K – – –
TGAM
511
TBH Global Asset Management
Tennessee
$635K -$49K -454 -7%
FTDI
512
First Trust Direct Indexing
Massachusetts
$628K +$66.9K +619 +12%
TA
513
Tiedemann Advisors
New York
$627K +$10.7K +99 +2%
AAA
514
Adams Asset Advisors
Texas
$625K +$233K +2,160 +60%
PA
515
Parallel Advisors
California
$623K -$40.1K -371 -6%
GHAM
516
Gilman Hill Asset Management
Connecticut
$621K +$27.5K +255 +5%
VAS
517
Vestmark Advisory Solutions
Massachusetts
$619K -$613K -5,679 -50%
EH
518
Equitable Holdings
New York
$616K +$34.2K +317 +6%
PAM
519
Panagora Asset Management
Massachusetts
$615K +$124K +1,150 +25%
FFWM
520
Future Financial Wealth Management
Ohio
$612K +$22.1K +205 +4%
LWCFA
521
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$612K – – –
BFG
522
Bleakley Financial Group
New Jersey
$607K -$71.9K -666 -11%
SS
523
Simplicity Solutions
Minnesota
$607K -$51.7K -479 -8%
CCA
524
Checchi Capital Advisers
California
$594K -$27.8K -257 -4%
SVWAG
525
Sound View Wealth Advisors Group
Georgia
$592K +$25.4K +235 +4%
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