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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 %
Walleye Capital
551
Walleye Capital
New York
$497K +$497K +4,601 New
ECM
552
Evergreen Capital Management
Washington
$495K +$9.18K +85 +2%
HI
553
Horizon Investments
North Carolina
$488K +$18.9K +175 +4%
IPW
554
Impact Partnership Wealth
Georgia
$479K -$60.1K -556 -11%
SI
555
Stephens Inc
Arkansas
$479K -$26.5K -245 -5%
BAM
556
Belpointe Asset Management
Nevada
$475K -$8.54K -79 -2%
MCM
557
MAI Capital Management
Ohio
$475K +$54.3K +503 +13%
FHA
558
Flagship Harbor Advisors
Massachusetts
$469K -$12.5K -116 -3%
CIBC Private Wealth Group
559
CIBC Private Wealth Group
Georgia
$467K +$467K +4,321 New
FRM
560
Fox Run Management
Connecticut
$467K +$467K +4,319 New
OGC
561
Oak Grove Capital
New Hampshire
$465K -$43.2K -400 -9%
FA
562
FDx Advisors
Illinois
$463K +$463K +4,283 New
AWA
563
Alta Wealth Advisors
Massachusetts
$457K -$81K -750 -15%
MIM
564
Morningstar Investment Management
Illinois
$456K +$13.1K +121 +3%
OIA
565
OneDigital Investment Advisors
Kansas
$454K +$103K +952 +29%
RPC
566
Rossmore Private Capital
Connecticut
$454K – – –
GA
567
Geller Advisors
New York
$449K +$30.5K +282 +7%
CAMG
568
CWA Asset Management Group
Florida
$448K -$19.1K -177 -4%
EW
569
Element Wealth
Mississippi
$444K +$4.11K +38 +0.9%
SW
570
SVB Wealth
Massachusetts
$444K -$82.3K -762 -16%
RCG
571
Resource Consulting Group
Florida
$441K – – –
SA
572
Strategic Advocates
Utah
$440K +$440K +4,072 New
IWM
573
IHT Wealth Management
Illinois
$440K +$34.4K +318 +8%
P
574
Pitcairn
Pennsylvania
$437K +$19K +176 +5%
Los Angeles Capital Management
575
Los Angeles Capital Management
California
$436K -$190K -1,762 -30%
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