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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 %
SFA
601
Sequoia Financial Advisors
Ohio
$392K +$60.3K +558 +18%
FIM
602
Freedom Investment Management
Connecticut
$390K -$41.3K -382 -10%
WPC
603
Wedmont Private Capital
Pennsylvania
$390K -$28.7K -272 -7%
SAG
604
SageView Advisory Group
California
$389K -$16.4K -152 -4%
SAM
605
Sompo Asset Management
Japan
$388K +$139K +1,290 +56%
HT
606
Heritage Trust
Oklahoma
$384K +$185K +1,710 +92%
TAM
607
Titleist Asset Management
Texas
$381K -$56.4K -522 -13%
WI
608
Wintrust Investments
Illinois
$380K -$5.41K -50 -1%
CI
609
Cigna Investments
Connecticut
$379K -$48.1K -444 -11%
SC
610
Syon Capital
California
$377K +$377K +3,488 New
SC
611
Savant Capital
Illinois
$376K +$7.56K +70 +2%
HWM
612
HB Wealth Management
Georgia
$376K -$35.4K -328 -9%
EI
613
Ellevest Inc
New York
$374K +$374K +3,466 New
SC
614
Schulhoff & Co
Ohio
$374K +$28.4K +263 +8%
SIA
615
Sage Investment Advisers
New York
$369K – – –
RIL
616
Rothschild Investment LLC
Illinois
$368K +$3.24K +30 +0.9%
MA
617
Mutual Advisors
Nebraska
$368K -$32.1K -297 -8%
JIC
618
Joel Isaacson & Co
New York
$367K – – –
CLOS
619
Compagnie Lombard Odier SCmA
Switzerland
$367K – – –
TFA
620
Tobias Financial Advisors
Florida
$364K +$4.43K +41 +1%
RWM
621
Ritholtz Wealth Management
New York
$361K +$39.4K +365 +12%
SIA
622
Schechter Investment Advisors
Michigan
$359K +$43.2K +400 +14%
HIA
623
Harbor Investment Advisory
Maryland
$358K -$5.4K -50 -1%
EP
624
Edgestream Partners
New Jersey
$357K -$4.26M -39,409 -92%
OP
625
ORG Partners
Indiana
$357K +$4.22K +39 +1%
23 24
25
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