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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
$1.33B
2
Goldman Sachs
Goldman Sachs
New York
$328M
3
Geode Capital Management
Geode Capital Management
Massachusetts
$921M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$525M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$69.4M

Top Sellers

1
ICA
Infrastructure Capital Advisors
New York
$1.11M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$31.8M
3
Deutsche Bank
Deutsche Bank
Germany
$240M
4
Cohen & Steers
Cohen & Steers
New York
$2.53B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$641M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
651
Monument Capital Management
Virginia
$327K +$34.7K +321 +12%
JIC
652
Johnson Investment Counsel
Ohio
$326K -$7.56K -70 -2%
NIM
653
NEOS Investment Management
Connecticut
$325K +$325K +3,009 New
MIM
654
Merrion Investment Management
New Jersey
$324K – – –
WCA
655
Westover Capital Advisors
Delaware
$324K – – –
PFA
656
Pathway Financial Advisers
Indiana
$323K +$323K +2,993 New
SIA
657
SkyView Investment Advisors
New Jersey
$322K +$14.9K +138 +5%
MFG
658
Merit Financial Group
Georgia
$321K -$793K -7,336 -71%
CIA
659
Capital Investment Advisors
Georgia
$321K -$45.1K -418 -12%
FNBSF
660
First National Bank Sioux Falls
South Dakota
$320K – – –
SAM
661
Shell Asset Management
Netherlands
$320K -$4.1K -38 -1%
AWM
662
Apollon Wealth Management
South Carolina
$317K +$110K +1,018 +53%
HPG
663
Harvest Portfolios Group
Ontario, Canada
$316K +$68.7K +636 +28%
IA
664
Inspire Advisors
Idaho
$316K +$1.3K +12 +0.4%
GJIA
665
Glass Jacobson Investment Advisors
Maryland
$311K -$24.3K -225 -7%
NS
666
NBC Securities
Alabama
$310K +$310K +2,879 New
PCM
667
Piedmont Capital Management
Montana
$309K – – –
MSWMA
668
Market Street Wealth Management Advisors
Indiana
$308K +$2.92K +27 +1%
SCM
669
Schnieders Capital Management
California
$308K – – –
WTB
670
Washington Trust Bank
Washington
$305K – – –
HVIA
671
Hudson Valley Investment Advisors
New York
$302K -$348K -3,220 -54%
MC
672
Moors & Cabot
Massachusetts
$301K -$20.6K -191 -6%
CA
673
Cornerstone Advisory
Maryland
$301K +$7.35K +68 +3%
OWA
674
Octavia Wealth Advisors
Ohio
$299K -$6.81K -63 -2%
TC
675
Trust Company
Kansas
$296K +$15.2K +141 +5%
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