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Simon Property Group

914 hedge funds and large institutions have $25B invested in Simon Property Group in 2022 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 388 increasing their positions, 295 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
914
Holders Change
-19
Holders Change %
-2.04%
% of All Funds
15.8%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.29%
New
83
Increased
388
Reduced
295
Closed
94
Calls
$433M
Puts
$410M
Net Calls
+$22.5M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Shares
Change %
SICM
551
Sustainable Insight Capital Management
New York
$437K +$126K +1,400 +40%
CWM
552
Congress Wealth Management
Massachusetts
$437K +$437K +4,861 New
HWP
553
Highline Wealth Partners
California
$434K +$434K +4,841 New
Cerity Partners
554
Cerity Partners
New York
$434K -$4.84K -54 -1%
Bank Julius Baer & Co
555
Bank Julius Baer & Co
Switzerland
$432K -$203K -2,259 -32%
AIA
556
Affinity Investment Advisors
California
$428K
PHS
557
Pekin Hardy Strauss
Illinois
$423K -$6.29K -70 -1%
DP
558
Dearborn Partners
Illinois
$423K +$19.2K +214 +5%
KeyBank National Association
559
KeyBank National Association
Ohio
$423K +$40.9K +456 +11%
CCA
560
Checchi Capital Advisers
California
$422K -$5.2K -58 -1%
AWA
561
Alta Wealth Advisors
Massachusetts
$422K +$59.1K +659 +16%
MCA
562
MSH Capital Advisors
Arizona
$416K +$1.08K +12 +0.3%
TCOV
563
Trust Company of Vermont
Vermont
$411K -$24.4K -272 -6%
SI
564
Stephens Inc
Arkansas
$410K -$104K -1,153 -20%
TFA
565
Teamwork Financial Advisors
Texas
$409K +$35.2K +392 +9%
BAMF
566
BI Asset Management Fondsmaeglerselskab
Denmark
$407K -$228K -2,542 -36%
FTDI
567
First Trust Direct Indexing
Massachusetts
$405K -$44.1K -491 -10%
DMBA
568
Deseret Mutual Benefit Administrators
Utah
$402K -$65.7K -732 -14%
FNBOO
569
First National Bank of Omaha
Nebraska
$402K +$31.4K +349 +8%
CPWA
570
Cerro Pacific Wealth Advisors
California
$398K -$37.5K -418 -9%
DS
571
DRW Securities
Illinois
$396K +$167K +1,855 +73%
BP
572
BBR Partners
New York
$395K +$395K +4,400 New
EW
573
Element Wealth
Mississippi
$392K +$4.48K +50 +1%
BCI
574
Brinker Capital Investments
Pennsylvania
$391K +$10.2K +114 +3%
Carson Wealth (CWM LLC)
575
Carson Wealth (CWM LLC)
Nebraska
$387K +$149K +1,656 +62%