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Simon Property Group

1,045 hedge funds and large institutions have $42.1B invested in Simon Property Group in 2023 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 343 increasing their positions, 390 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,045
Holders Change
+69
Holders Change %
+7.07%
% of All Funds
15.32%
Holding in Top 10
24
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+60%
% of All Funds
0.35%
New
168
Increased
343
Reduced
390
Closed
85
Calls
$510M
Puts
$505M
Net Calls
+$5.57M
Net Calls Change
-$167M
Name Holding Trade Value Shares
Change
Shares
Change %
KeyBank National Association
526
KeyBank National Association
Ohio
$783K +$41.4K +290 +6%
CCA
527
Checchi Capital Advisers
California
$780K -$4.99K -35 -0.6%
AAS
528
Avantax Advisory Services
Texas
$779K +$12.3K +86 +2%
SLI
529
Sumitomo Life Insurance
Japan
$775K -$3.57K -25 -0.5%
Qube Research & Technologies (QRT)
530
Qube Research & Technologies (QRT)
United Kingdom
$770K
MCM
531
MAI Capital Management
Ohio
$765K +$138K +971 +22%
SW
532
SVB Wealth
Massachusetts
$760K +$175K +1,224 +30%
GCM
533
Greenland Capital Management
New York
$742K +$742K +5,200 New
CCM
534
Coldstream Capital Management
Washington
$741K +$11K +77 +2%
MCM
535
Monument Capital Management
Virginia
$740K +$308K +2,161 +71%
GFA
536
Gallagher Fiduciary Advisors
Illinois
$737K -$121K -848 -14%
KAS
537
Kestra Advisory Services
Texas
$736K +$736K +5,163 New
EI
538
Ellevest Inc
New York
$735K +$240K +1,686 +49%
LWCFA
539
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$732K
MMG
540
Monetary Management Group
Missouri
$731K
TGAM
541
TBH Global Asset Management
Tennessee
$727K -$111K -780 -13%
CIBC Private Wealth Group
542
CIBC Private Wealth Group
Georgia
$716K +$99.3K +696 +16%
FHA
543
Flagship Harbor Advisors
Massachusetts
$715K +$96.4K +676 +16%
AAI
544
American Assets Inc
California
$713K
S
545
SignatureFD
Georgia
$706K +$25K +175 +4%
A
546
AlphaQuest
New York
$705K +$705K +4,942 New
FHB
547
First Hawaiian Bank
Hawaii
$702K -$33.2K -233 -5%
HWP
548
Highline Wealth Partners
California
$691K
AFG
549
AFS Financial Group
Maryland
$688K -$1.1M -7,741 -62%
HWM
550
HB Wealth Management
Georgia
$680K +$184K +1,290 +37%