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Simon Property Group
SPG

Overview Fund Activity

988 hedge funds and large institutions have $33B invested in Simon Property Group in 2022 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 366 increasing their positions, 325 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
988
Holders Change
+74
Holders Change %
+8.1%
% of All Funds
15.94%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.35%
New
164
Increased
366
Reduced
325
Closed
76
Calls
$548M
Puts
$420M
Net Calls
+$129M
Net Calls Change
+$106M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$401M
2
Norges Bank
Norges Bank
Norway
$808M
3
Deutsche Bank
Deutsche Bank
Germany
$366M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$575M
5
American Century Companies
American Century Companies
Missouri
$67.7M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$2.52B
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$453M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$388M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$867M
5
BlackRock
BlackRock
New York
$4.11B
Name Holding Trade Value Shares
Change 		Shares
Change %
FCM
651
Fourpath Capital Management
Oklahoma
$379K – – –
CP
652
Camelot Portfolios
Ohio
$379K +$55.7K +474 +17%
GJIA
653
Glass Jacobson Investment Advisors
Maryland
$379K +$379K +3,222 New
PCOC
654
Power Corp of Canada
Canada
$373K – – –
LAIC
655
Lederer & Associates Investment Counsel
California
$368K +$16.2K +138 +5%
Squarepoint
656
Squarepoint
New York
$367K -$1.39M -11,860 -79%
CK
657
Cohen Klingenstein
New York
$364K – – –
AWM
658
Axxcess Wealth Management
California
$363K +$363K +3,088 New
CA
659
Cornerstone Advisory
Maryland
$361K – – –
OWA
660
Octavia Wealth Advisors
Ohio
$360K -$2.23K -19 -0.6%
FNBSF
661
First National Bank Sioux Falls
South Dakota
$359K -$17K -145 -5%
GLA
662
Good Life Advisors
Pennsylvania
$359K +$45.7K +389 +15%
TPA
663
Trivium Point Advisory
Connecticut
$359K +$102K +857 +40%
CPWA
664
Cerro Pacific Wealth Advisors
California
$358K -$164K -1,393 -31%
GIA
665
Gateway Investment Advisers
Ohio
$357K +$77.3K +658 +28%
CI
666
Conning Inc
Connecticut
$357K -$1.18K -10 -0.3%
FCMT
667
Founders Capital Management (Texas)
Texas
$355K – – –
BSW
668
Buckingham Strategic Wealth
Missouri
$355K +$355K +3,020 New
SC
669
Schulhoff & Co
Ohio
$355K +$7.05K +60 +2%
WCA
670
Westover Capital Advisors
Delaware
$352K – – –
PCM
671
Piedmont Capital Management
Montana
$351K +$353 +3 +0.1%
WPC
672
Wedmont Private Capital
Pennsylvania
$350K +$350K +2,941 New
SICM
673
Sustainable Insight Capital Management
New York
$349K -$223K -1,900 -39%
AC
674
Abbrea Capital
California
$347K -$41.8K -356 -11%
FA
675
FDx Advisors
Illinois
$342K -$66.3K -564 -16%
25 26
27
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