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Simon Property Group

978 hedge funds and large institutions have $32.8B invested in Simon Property Group in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 366 increasing their positions, 357 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
978
Holders Change
Holders Change %
0%
% of All Funds
15.42%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.28%
New
77
Increased
366
Reduced
357
Closed
69
Calls
$535M
Puts
$292M
Net Calls
+$244M
Net Calls Change
+$50.1M
Name Holding Trade Value Shares
Change
Shares
Change %
AAA
601
Adams Asset Advisors
Texas
$419K +$140K +1,215 +50%
BFS
602
Bradley Foster & Sargent
Connecticut
$411K +$14.4K +125 +4%
WI
603
Wintrust Investments
Illinois
$411K
LIM
604
Longfellow Investment Management
Massachusetts
$410K +$16.6K +144 +4%
SW
605
SteelPeak Wealth
California
$407K +$407K +3,521 New
AI
606
AdvisorShares Investments
Maryland
$402K -$9.01K -78 -2%
MOS
607
MGO One Seven
Ohio
$402K -$7.85K -68 -2%
PFS
608
Prospera Financial Services
Texas
$401K -$309K -2,672 -43%
IAS
609
Insigneo Advisory Services
Florida
$400K +$66.3K +574 +20%
CGL
610
Clarius Group LLC
Washington
$399K +$3.35K +29 +0.8%
WT
611
Washington Trust
Rhode Island
$399K
SC
612
Savant Capital
Illinois
$394K +$114K +991 +41%
SIA
613
Sage Investment Advisers
New York
$394K -$51.5K -446 -12%
AIS
614
American Investment Services
Massachusetts
$393K
JIC
615
Joel Isaacson & Co
New York
$392K
CLOS
616
Compagnie Lombard Odier SCmA
Switzerland
$392K
CIA
617
Capital Investment Advisors
Georgia
$391K -$28.2K -244 -7%
TPA
618
Trivium Point Advisory
Connecticut
$390K -$346 -3 -0.1%
MHS
619
M Holdings Securities
Oregon
$389K -$534K -4,618 -58%
RIL
620
Rothschild Investment LLC
Illinois
$389K -$298K -2,588 -43%
HIA
621
Harbor Investment Advisory
Maryland
$389K -$44.2K -383 -10%
EPA
622
Element Pointe Advisors
Florida
$385K
TFA
623
Tobias Financial Advisors
Florida
$384K +$4.62K +40 +1%
KAS
624
Kestra Advisory Services
Texas
$382K +$382K +3,312 New
TCOV
625
Trust Company of Vermont
Vermont
$382K -$100K -867 -21%