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Simon Property Group
SPG

Overview Fund Activity

978 hedge funds and large institutions have $32.8B invested in Simon Property Group in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 366 increasing their positions, 357 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
978
Holders Change
–
Holders Change %
0%
% of All Funds
15.43%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.28%
New
77
Increased
366
Reduced
357
Closed
69
Calls
$535M
Puts
$292M
Net Calls
+$244M
Net Calls Change
+$50.1M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$2.82B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$543M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$627M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$749M
5
WMSA
5
Weiss Multi-Strategy Advisers
New York
$35M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.34B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$59.2M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$0
4
BlackRock
4
BlackRock
New York
$3.93B
5
OIAM
5
OFI Invest Asset Management
France
$584K
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
651
Merrion Investment Management
New Jersey
$346K +$57.7K +500 +20%
FDS
652
First Dallas Securities
Texas
$346K -$86.5K -750 -20%
MC
653
Moors & Cabot
Massachusetts
$344K -$3.35K -29 -1%
MS
654
Maven Securities
Jersey
$343K -$1.24M -10,755 -78%
RWM
655
Ritholtz Wealth Management
New York
$343K +$42K +364 +14%
FNBSF
656
First National Bank Sioux Falls
South Dakota
$342K – – –
CP
657
Camelot Portfolios
Ohio
$342K -$11.2K -97 -3%
DGAM
658
Desjardins Global Asset Management
Quebec, Canada
$338K +$81.2K +703 +32%
SIA
659
Schechter Investment Advisors
Michigan
$337K +$111K +958 +49%
IA
660
Inspire Advisors
Idaho
$336K +$61K +528 +22%
PCM
661
Piedmont Capital Management
Montana
$331K -$8.89K -77 -3%
HKIMG
662
Hutchens & Kramer Investment Management Group
Indiana
$330K -$225K -1,949 -41%
SCM
663
Schnieders Capital Management
California
$329K – – –
SIA
664
SkyView Investment Advisors
New Jersey
$328K -$9.57K -83 -3%
OWA
665
Octavia Wealth Advisors
Ohio
$327K +$3.23K +28 +1%
MSWMA
666
Market Street Wealth Management Advisors
Indiana
$326K -$2.77K -24 -0.8%
WTB
667
Washington Trust Bank
Washington
$326K +$26.9K +233 +9%
IF
668
Intrua Financial
Texas
$325K +$3K +26 +0.9%
GLA
669
Good Life Advisors
Pennsylvania
$320K -$57.9K -501 -15%
BFS
670
Bard Financial Services
Connecticut
$318K – – –
SFI
671
Siemens Fonds Invest
Germany
$314K – – –
BTWM
672
Baker Tilly Wealth Management
Wisconsin
$314K -$18.1K -157 -5%
CA
673
Cornerstone Advisory
Maryland
$314K -$231 -2 -0.1%
AGP
674
Autumn Glory Partners
Texas
$313K +$313K +2,710 New
MCM
675
Monument Capital Management
Virginia
$313K +$313K +2,709 New
25 26
27
28 29