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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 %
EC
576
EJF Capital
Virginia
$432K -$108K -1,000 -20%
Bank Julius Baer & Co
577
Bank Julius Baer & Co
Switzerland
$430K -$59.9K -554 -12%
IA
578
IFP Advisors
Florida
$430K +$76.2K +706 +22%
AAM
579
Augustine Asset Management
Florida
$426K +$216 +2 +0.1%
MPAM
580
Murphy Pohlad Asset Management
Minnesota
$425K +$14.5K +134 +4%
CG
581
Colony Group
Massachusetts
$420K -$8.21K -76 -2%
IWP
582
Icon Wealth Partners
Texas
$419K -$1.08M -9,980 -72%
TPCW
583
TD Private Client Wealth
New York
$418K -$440K -4,071 -51%
OIA
584
Optimum Investment Advisors
Illinois
$418K -$10.3K -95 -2%
IIM
585
InTrack Investment Management
Vermont
$417K +$417K +3,857 New
BAM
586
Beaumont Asset Management
Texas
$416K +$5.73K +53 +1%
CWM
587
Congress Wealth Management
Massachusetts
$414K -$2.05K -19 -0.5%
Nomura Holdings
588
Nomura Holdings
Japan
$413K -$377K -3,487 -48%
BFS
589
Bradley Foster & Sargent
Connecticut
$411K – – –
APM
590
Advanced Portfolio Management
New York
$410K +$410K +3,793 New
AIP
591
Ameritas Investment Partners
Nebraska
$408K -$18.4K -170 -4%
BIA
592
Beacon Investment Advisors
Maryland
$406K -$19.2K -178 -5%
AIS
593
American Investment Services
Massachusetts
$403K +$35.1K +325 +10%
RCI
594
RS Crum Inc
California
$401K – – –
MG
595
Mather Group
Illinois
$399K -$2.81K -26 -0.7%
ACI
596
Alpha Cubed Investments
California
$398K – – –
GS
597
GTS Securities
New York
$397K +$157K +1,454 +65%
JFG
598
JDM Financial Group
Texas
$397K – – –
GCM
599
Gables Capital Management
Florida
$396K -$10.8K -100 -3%
GL
600
GHE LLC
Tennessee
$395K – – –
22 23
24
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