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Simon Property Group
SPG

Overview Fund Activity

978 hedge funds and large institutions have $31.8B invested in Simon Property Group in 2023 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 394 increasing their positions, 332 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
978
Holders Change
-10
Holders Change %
-1.01%
% of All Funds
15.65%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.27%
New
95
Increased
394
Reduced
332
Closed
79
Calls
$627M
Puts
$433M
Net Calls
+$194M
Net Calls Change
+$64.9M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$226M
2
Cohen & Steers
Cohen & Steers
New York
+$126M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$103M
4
Invesco
Invesco
Georgia
+$99.9M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$85.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$95.1M
2
Morgan Stanley
Morgan Stanley
New York
-$59.8M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$52.8M
4
HRES
Heitman Real Estate Securities
Illinois
-$47.5M
5
BlackRock
BlackRock
New York
-$45M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
626
Johnson Investment Counsel
Ohio
$369K -$14.2K -127 -4%
PMA
627
Prudent Man Advisors
Illinois
$369K – – –
TFA
628
Tobias Financial Advisors
Florida
$368K +$4.48K +40 +1%
Bank Julius Baer & Co
629
Bank Julius Baer & Co
Switzerland
$367K -$20K -179 -5%
GLA
630
Good Life Advisors
Pennsylvania
$367K +$24.9K +222 +7%
QI
631
Qtron Investments
Massachusetts
$364K -$143K -1,279 -28%
AMR
632
Asset Management Resources
Massachusetts
$364K +$896 +8 +0.2%
SS
633
Sunbelt Securities
Texas
$362K +$90.5K +841 +33%
FCM
634
Fourpath Capital Management
Oklahoma
$361K – – –
SC
635
Schulhoff & Co
Ohio
$358K +$20.2K +180 +6%
RSWM
636
Robertson Stephens Wealth Management
California
$356K +$356K +3,182 New
PCIA
637
Prime Capital Investment Advisors
Kansas
$355K +$355K +3,174 New
BSW
638
Buckingham Strategic Wealth
Missouri
$355K – – –
BP
639
Ballentine Partners
Massachusetts
$351K +$26.2K +234 +8%
LAIC
640
Lederer & Associates Investment Counsel
California
$351K – – –
PWM
641
Perigon Wealth Management
California
$350K -$81.4K -727 -19%
CK
642
Cohen Klingenstein
New York
$347K – – –
CAM
643
CenterStar Asset Management
Illinois
$346K +$346K +3,089 New
AWM
644
Axxcess Wealth Management
California
$346K – – –
LOAMS
645
Lombard Odier Asset Management (Switzerland)
Switzerland
$345K +$133K +1,189 +63%
Arrowstreet Capital
646
Arrowstreet Capital
Massachusetts
$344K +$344K +3,069 New
CP
647
Camelot Portfolios
Ohio
$342K -$18.8K -168 -5%
FA
648
FDx Advisors
Illinois
$342K – – –
SAM
649
Shell Asset Management
Netherlands
$341K +$84K +751 +33%
BIP
650
Blueprint Investment Partners
North Carolina
$339K +$339K +3,031 New
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