SPG icon

Simon Property Group
SPG

Overview Fund Activity

1,118 hedge funds and large institutions have $46.6B invested in Simon Property Group in 2024 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 428 increasing their positions, 388 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,118
Holders Change
+26
Holders Change %
+2.38%
% of All Funds
16.17%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.32%
New
116
Increased
428
Reduced
388
Closed
76
Calls
$416M
Puts
$305M
Net Calls
+$111M
Net Calls Change
+$31.6M

Top Buyers

1
UBS AM
UBS AM
Illinois
+$464M
2
BlackRock
BlackRock
New York
+$320M
3
Los Angeles Capital Management
Los Angeles Capital Management
California
+$168M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$111M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$107M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$175M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$145M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$119M
4
Cohen & Steers
Cohen & Steers
New York
-$73.1M
5
SFC
Strategic Financial Concepts
Texas
-$71.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
501
SteelPeak Wealth
California
$1.3M +$19.8K +117 +2%
Assenagon Asset Management
502
Assenagon Asset Management
Luxembourg
$1.29M +$103K +607 +9%
BFC
503
Bedel Financial Consulting
Indiana
$1.29M -$14.9K -88 -1%
KA
504
Kintegral Advisory
New York
$1.28M -$16.9K -100 -1%
CW
505
CreativeOne Wealth
Kansas
$1.28M +$717K +4,241 +128%
GF
506
Gabelli Funds
New York
$1.27M – – –
BI
507
Bramshill Investments
Florida
$1.26M -$116K -689 -8%
IMRF
508
Illinois Municipal Retirement Fund
Illinois
$1.26M – – –
Group One Trading
509
Group One Trading
Illinois
$1.24M -$1.87M -11,067 -60%
TA
510
TrueWealth Advisors
Alabama
$1.23M – – –
YLHM
511
Yelin Lapidot Holdings Management
Israel
$1.21M – – –
LNWWM
512
Laird Norton Wetherby Wealth Management
California
$1.19M -$16.9K -100 -1%
BRWA
513
B. Riley Wealth Advisors
Florida
$1.19M +$8.09K +48 +0.7%
GFA
514
Gifford Fong Associates
California
$1.18M – – –
RJT
515
Raymond James Trust
Florida
$1.18M +$18.6K +110 +2%
CC
516
Centiva Capital
New York
$1.18M -$364K -2,152 -24%
LSAG
517
Lake Street Advisors Group
New Hampshire
$1.17M -$2.1M -12,446 -64%
CCP
518
Carmel Capital Partners
California
$1.17M +$9.47K +56 +0.8%
OBAM
519
ODDO BHF Asset Management
France
$1.14M +$1.14M +6,766 New
AWM
520
Apollon Wealth Management
South Carolina
$1.13M +$101K +599 +10%
P
521
&Partners
Tennessee
$1.13M +$900K +5,326 +396%
KIA
522
Knollwood Investment Advisory
Maryland
$1.12M – – –
PWM
523
Perigon Wealth Management
California
$1.12M -$61.2K -362 -5%
SAM
524
Shell Asset Management
Netherlands
$1.11M +$1.11M +6,592 New
Grantham, Mayo, Van Otterloo & Co (GMO)
525
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.11M +$1.11M +6,551 New
19 20
21
22 23