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Simon Property Group

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
15.43%
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
Name Holding Trade Value Shares
Change
Shares
Change %
LWCFA
526
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$610K -$20.8K -180 -3%
MMG
527
Monetary Management Group
Missouri
$606K
SVWAG
528
Sound View Wealth Advisors Group
Georgia
$606K +$31.5K +273 +5%
FTDI
529
First Trust Direct Indexing
Massachusetts
$600K +$37.2K +322 +7%
CCM
530
Coldstream Capital Management
Washington
$598K -$34.5K -299 -5%
KeyBank National Association
531
KeyBank National Association
Ohio
$594K -$12.7K -110 -2%
OIAM
532
OFI Invest Asset Management
France
$584K -$65.5M -567,222 -99%
VIM
533
VELA Investment Management
Ohio
$584K
AGA
534
Accuvest Global Advisors
Utah
$578K +$121K +1,049 +27%
EC
535
EJF Capital
Virginia
$577K
AAI
536
American Assets Inc
California
$577K
IPW
537
Impact Partnership Wealth
Georgia
$577K +$577K +4,994 New
AWA
538
Alta Wealth Advisors
Massachusetts
$575K +$38.5K +333 +7%
PA
539
Profund Advisors
Maryland
$571K -$10.6K -92 -2%
CRWM
540
Castle Rock Wealth Management
California
$566K -$108K -914 -16%
PHS
541
Pekin Hardy Strauss
Illinois
$563K +$23.1K +200 +4%
SW
542
SVB Wealth
Massachusetts
$562K -$126K -1,091 -18%
HWP
543
Highline Wealth Partners
California
$559K
Carson Wealth (CWM LLC)
544
Carson Wealth (CWM LLC)
Nebraska
$555K +$91.7K +794 +20%
Capstone Investment Advisors
545
Capstone Investment Advisors
New York
$552K -$175K -1,514 -24%
TCM
546
Triumph Capital Management
Colorado
$548K +$548K +4,741 New
OGC
547
Oak Grove Capital
New Hampshire
$543K +$69.3K +600 +15%
SI
548
Stephens Inc
Arkansas
$540K +$37.1K +321 +7%
GAM
549
Griffin Asset Management
New York
$534K
BFEC
550
Benjamin F. Edwards & Company
Missouri
$533K +$22.6K +196 +4%