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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 %
SLI
526
Sumitomo Life Insurance
Japan
$589K -$20K -185 -3%
WS
527
Wedbush Securities
California
$586K -$23.2K -215 -4%
Qube Research & Technologies (QRT)
528
Qube Research & Technologies (QRT)
United Kingdom
$583K +$583K +5,401 New
AAS
529
Avantax Advisory Services
Texas
$580K +$172K +1,593 +42%
MNBTD
530
Moody National Bank Trust Division
Texas
$580K +$4K +37 +0.7%
IAS
531
Insigneo Advisory Services
Florida
$565K +$191K +1,767 +51%
WSC
532
Wellington Shields & Co
New York
$562K +$216K +2,000 +63%
KeyBank National Association
533
KeyBank National Association
Ohio
$562K +$6.16K +57 +1%
FHB
534
First Hawaiian Bank
Hawaii
$557K -$41.5K -384 -7%
MMG
535
Monetary Management Group
Missouri
$554K -$13.5K -125 -2%
CCM
536
Coldstream Capital Management
Washington
$553K -$6.81K -63 -1%
VIM
537
VELA Investment Management
Ohio
$546K – – –
JPWM
538
Jamison Private Wealth Management
Georgia
$544K +$544K +5,034 New
AAI
539
American Assets Inc
California
$540K – – –
AGA
540
Accuvest Global Advisors
Utah
$525K -$15.9K -147 -3%
SPC
541
Sigma Planning Corp
Michigan
$525K +$44.9K +416 +9%
HWP
542
Highline Wealth Partners
California
$523K – – –
PA
543
Profund Advisors
Maryland
$520K -$13.7K -127 -3%
PHS
544
Pekin Hardy Strauss
Illinois
$516K -$10.8K -100 -2%
S
545
SignatureFD
Georgia
$516K +$34.4K +318 +7%
OIAM
546
OFI Invest Asset Management
France
$508K -$8.16K -80 -2%
FMAEN1
547
Fund Management at Engine No 1
California
$506K +$46.1K +427 +10%
BFEC
548
Benjamin F. Edwards & Company
Missouri
$503K +$3.78K +35 +0.8%
RJT
549
Raymond James Trust
Florida
$501K -$193K -1,785 -28%
GAM
550
Griffin Asset Management
New York
$500K – – –
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