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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 %
SACTSONJ
626
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$356K – – –
PMA
627
Prudent Man Advisors
Illinois
$356K – – –
SS
628
Sunbelt Securities
Texas
$354K – – –
QCG
629
Quadrant Capital Group
Ohio
$353K +$26.6K +246 +8%
LCM
630
Lazari Capital Management
California
$353K +$108 +1 +0%
AMR
631
Asset Management Resources
Massachusetts
$353K -$1.4K -13 -0.4%
QI
632
Qtron Investments
Massachusetts
$351K – – –
MJRIC
633
Mogy Joel R Investment Counsel
California
$351K – – –
BP
634
Ballentine Partners
Massachusetts
$350K +$1.95K +18 +0.6%
FCM
635
Fourpath Capital Management
Oklahoma
$348K +$348K +3,225 New
SSG
636
Summit Securities Group
New York
$346K +$203K +1,873 +141%
CG
637
Caprock Group
Idaho
$345K +$20.2K +187 +6%
MOS
638
MGO One Seven
Ohio
$339K -$37.1K -343 -10%
DWT
639
Dorsey & Whitney Trust
South Dakota
$339K +$63.5K +588 +23%
MCI
640
MRP Capital Investments
Georgia
$338K +$149K +2,986 +78%
TCOV
641
Trust Company of Vermont
Vermont
$335K -$22.3K -206 -6%
FNBOO
642
First National Bank of Omaha
Nebraska
$335K -$75.6K -700 -18%
CK
643
Cohen Klingenstein
New York
$335K – – –
AWM
644
Axxcess Wealth Management
California
$335K +$335K +3,100 New
CL
645
CSS LLC
Illinois
$335K +$335K +3,100 New
Credit Agricole
646
Credit Agricole
France
$335K +$332K +3,077 +14,652%
WT
647
Washington Trust
Rhode Island
$333K -$40.6K -376 -11%
IF
648
Intrua Financial
Texas
$331K +$27.2K +252 +9%
LAIC
649
Lederer & Associates Investment Counsel
California
$328K – – –
BS
650
Banco Santander
Spain
$328K +$328K +3,036 New
24 25
26
27 28