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Simon Property Group

1,073 hedge funds and large institutions have $45.3B invested in Simon Property Group in 2024 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 394 increasing their positions, 374 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,073
Holders Change
+28
Holders Change %
+2.68%
% of All Funds
15.55%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
121
Increased
394
Reduced
374
Closed
76
Calls
$553M
Puts
$407M
Net Calls
+$146M
Net Calls Change
+$140M
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
576
OneDigital Investment Advisors
Kansas
$641K +$13.1K +84 +2%
SFA
577
Sequoia Financial Advisors
Ohio
$640K -$304K -1,944 -32%
AAIM
578
American Assets Investment Management
California
$638K +$638K +4,075 New
HWM
579
HB Wealth Management
Georgia
$627K -$119K -759 -16%
ICA
580
Infrastructure Capital Advisors
New York
$626K +$310K +1,978 +98%
IWM
581
IHT Wealth Management
Illinois
$625K -$3.91K -25 -0.6%
AGA
582
Accuvest Global Advisors
Utah
$623K +$156K +995 +33%
TCOV
583
Trust Company of Vermont
Vermont
$621K
GA
584
Geller Advisors
New York
$618K +$8.45K +54 +1%
PWMG
585
Prestige Wealth Management Group
New Jersey
$614K +$611K +3,907 +21,706%
EW
586
Element Wealth
Mississippi
$602K
CWP
587
CFM Wealth Partners
Texas
$595K +$595K +3,803 New
DAS
588
Diversify Advisory Services
Utah
$594K +$594K +3,870 New
BIA
589
Beacon Investment Advisors
Maryland
$590K -$1.72K -11 -0.3%
SC
590
Savant Capital
Illinois
$587K +$59.3K +379 +11%
AIS
591
American Investment Services
Massachusetts
$584K
BFEC
592
Benjamin F. Edwards & Company
Missouri
$583K -$158K -1,013 -21%
FM
593
Foster & Motley
Ohio
$583K -$115K -735 -16%
RCI
594
RS Crum Inc
California
$580K
RPC
595
Rossmore Private Capital
Connecticut
$579K -$86.1K -550 -13%
CG
596
Caprock Group
Idaho
$579K +$21.1K +135 +4%
JFG
597
JDM Financial Group
Texas
$578K +$1.41K +9 +0.2%
STA
598
Summit Trail Advisors
New York
$573K +$236K +1,511 +70%
GL
599
GHE LLC
Tennessee
$572K
CWM
600
Congress Wealth Management
Massachusetts
$570K +$1.1K +7 +0.2%