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Simon Property Group

988 hedge funds and large institutions have $33B invested in Simon Property Group in 2022 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 366 increasing their positions, 325 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
988
Holders Change
+74
Holders Change %
+8.1%
% of All Funds
15.94%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.35%
New
164
Increased
366
Reduced
325
Closed
76
Calls
$548M
Puts
$420M
Net Calls
+$129M
Net Calls Change
+$106M
Name Holding Trade Value Shares
Change
Shares
Change %
DP
551
Dearborn Partners
Illinois
$576K +$21.9K +186 +4%
HWP
552
Highline Wealth Partners
California
$569K
CCA
553
Checchi Capital Advisers
California
$567K +$14.5K +123 +3%
AIA
554
Affinity Investment Advisors
California
$560K
KeyBank National Association
555
KeyBank National Association
Ohio
$555K +$1.41K +12 +0.3%
Brown Advisory
556
Brown Advisory
Maryland
$554K +$118K +1,002 +27%
SA
557
Strategic Advisors
New York
$552K +$552K +4,700 New
AWA
558
Alta Wealth Advisors
Massachusetts
$550K -$3.17K -27 -0.6%
JFG
559
JDM Financial Group
Texas
$550K +$550K +4,680 New
PHS
560
Pekin Hardy Strauss
Illinois
$549K -$3.88K -33 -0.7%
MCA
561
MSH Capital Advisors
Arizona
$547K +$2.35K +20 +0.4%
GAM
562
Griffin Asset Management
New York
$544K +$211K +1,800 +64%
PIM
563
Perpetual Investment Management
Australia
$540K -$94K -800 -15%
MC
564
Moors & Cabot
Massachusetts
$534K -$113K -963 -17%
CCIA
565
Campbell & Co Investment Adviser
Maryland
$534K +$534K +4,544 New
QI
566
Qtron Investments
Massachusetts
$532K +$532K +4,530 New
Dimensional Fund Advisors
567
Dimensional Fund Advisors
Texas
$526K -$4.16K -35,439 -0.8%
HIA
568
Harbor Investment Advisory
Maryland
$521K -$313K -2,663 -38%
SI
569
Stephens Inc
Arkansas
$521K -$15.2K -129 -3%
TFA
570
Teamwork Financial Advisors
Texas
$521K -$14.3K -122 -3%
TCOV
571
Trust Company of Vermont
Vermont
$519K -$20K -170 -4%
BFO
572
Boston Family Office
Massachusetts
$518K +$48.1K +409 +10%
BP
573
BBR Partners
New York
$517K
ACI
574
Alpha Cubed Investments
California
$517K +$16.4K +140 +3%
FTDI
575
First Trust Direct Indexing
Massachusetts
$515K -$14.6K -124 -3%