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Simon Property Group
SPG

Overview Fund Activity

1,007 hedge funds and large institutions have $37.5B invested in Simon Property Group in 2022 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 406 increasing their positions, 353 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,007
Holders Change
-35
Holders Change %
-3.36%
% of All Funds
15.94%
Holding in Top 10
18
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-41.94%
% of All Funds
0.28%
New
104
Increased
406
Reduced
353
Closed
131
Calls
$603M
Puts
$601M
Net Calls
+$2.05M
Net Calls Change
+$478M

Top Buyers

1
State Street
State Street
Massachusetts
+$284M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$243M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$89M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$67.3M
5
AssetMark Inc
AssetMark Inc
California
+$65.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$218M
2
Deutsche Bank
Deutsche Bank
Germany
-$207M
3
SOMRS
State of Michigan Retirement System
Michigan
-$144M
4
BlackRock
BlackRock
New York
-$126M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$97.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
651
Gateway Investment Advisers
Ohio
$430K -$12.1K -92 -3%
KWM
652
Kingsview Wealth Management
Oregon
$428K +$428K +3,255 New
CIA
653
Capital Investment Advisors
Georgia
$428K -$210K -1,597 -33%
SWM
654
Spire Wealth Management
Virginia
$428K -$25.4K -193 -6%
SAM
655
Silvercrest Asset Management
New York
$428K – – –
FCM
656
Fourpath Capital Management
Oklahoma
$424K – – –
SIA
657
Sage Investment Advisers
New York
$421K +$18.9K +144 +5%
TCM
658
Twin Capital Management
Pennsylvania
$419K – – –
CA
659
Cornerstone Advisory
Maryland
$418K -$24.1K -183 -5%
MCA
660
MSH Capital Advisors
Arizona
$416K -$8.82K -67 -2%
CK
661
Cohen Klingenstein
New York
$408K – – –
FRM
662
Fox Run Management
Connecticut
$407K +$407K +3,090 New
DC
663
Davenport & Co
Virginia
$402K +$164K +1,250 +69%
BFM
664
Boothbay Fund Management
New York
$400K -$3.05M -23,139 -88%
OWA
665
Octavia Wealth Advisors
Ohio
$399K -$70.5K -536 -15%
MHS
666
M Holdings Securities
Oregon
$397K +$397K +3,014 New
PCM
667
Piedmont Capital Management
Montana
$396K -$30.1K -226 -7%
HI
668
Horizon Investments
North Carolina
$396K +$48.3K +367 +14%
MFW
669
Meristem Family Wealth
Minnesota
$395K -$32.2K -245 -8%
SIC
670
Salem Investment Counselors
North Carolina
$395K -$19.8K -150 -5%
WCA
671
Westover Capital Advisors
Delaware
$395K – – –
SG
672
Stonnington Group
California
$393K -$50.7K -400 -11%
AWA
673
Arkadios Wealth Advisors
Georgia
$390K -$3.42K -26 -0.9%
IAN
674
Integrated Advisors Network
Texas
$390K +$137K +1,039 +54%
DWM
675
Dakota Wealth Management
Florida
$390K +$390K +2,963 New
25 26
27
28 29