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Simon Property Group

1,073 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
1,073
Holders Change
+28
Holders Change %
+2.68%
% of All Funds
15.55%
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
Name Holding Trade Value Shares
Change
Shares
Change %
RJT
501
Raymond James Trust
Florida
$1.04M +$131K +835 +14%
RPCONE
502
Retirement Planning Company of New England
Rhode Island
$1.03M -$71.8K -459 -7%
I
503
InceptionR
California
$1.01M +$1.01M +6,484 New
BTWM
504
Baker Tilly Wealth Management
Wisconsin
$1.01M -$32.1K -205 -3%
MSA
505
Marino Stram & Associates
Massachusetts
$985K +$14.6K +93 +1%
MCM
506
MAI Capital Management
Ohio
$980K +$141K +902 +17%
Qube Research & Technologies (QRT)
507
Qube Research & Technologies (QRT)
United Kingdom
$969K +$124K +793 +15%
SW
508
Solidarity Wealth
Utah
$966K
JFG
509
Jefferies Financial Group
New York
$966K +$966K +6,170 New
PWM
510
Perigon Wealth Management
California
$965K -$48.2K -308 -5%
HCA
511
Harbor Capital Advisors
Illinois
$962K +$962K +6,147 New
SW
512
SteelPeak Wealth
California
$957K -$23.8K -152 -2%
SW
513
SVB Wealth
Massachusetts
$949K +$115K +733 +14%
SC
514
Syon Capital
California
$946K -$909K -5,812 -49%
Brown Advisory
515
Brown Advisory
Maryland
$945K -$53.2K -340 -5%
BFG
516
Bleakley Financial Group
New Jersey
$944K +$12.2K +78 +1%
GF
517
Gabelli Funds
New York
$939K
SW
518
Simplicity Wealth
New Jersey
$939K +$939K +5,997 New
RIA
519
Regal Investment Advisors
Michigan
$930K +$312K +1,994 +51%
MCA
520
MSH Capital Advisors
Arizona
$929K -$48.7K -311 -5%
KeyBank National Association
521
KeyBank National Association
Ohio
$924K +$65.1K +416 +8%
WFC
522
Western Financial Corp
California
$918K +$918K +5,866 New
AAA
523
Adams Asset Advisors
Texas
$906K
CCA
524
Checchi Capital Advisers
California
$897K +$42.3K +270 +5%
AFP
525
Ausdal Financial Partners
Iowa
$892K -$31.3K -200 -3%