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Simon Property Group
SPG

Overview Fund Activity

914 hedge funds and large institutions have $25B invested in Simon Property Group in 2022 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 388 increasing their positions, 295 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
914
Holders Change
-19
Holders Change %
-2.04%
% of All Funds
15.8%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.29%
New
83
Increased
388
Reduced
295
Closed
94
Calls
$433M
Puts
$410M
Net Calls
+$22.5M
Net Calls Change
-$14.3M

Top Buyers

1
BlackRock
BlackRock
New York
+$169M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$124M
3
Cohen & Steers
Cohen & Steers
New York
+$102M
4
Norges Bank
Norges Bank
Norway
+$86.3M
5
Deutsche Bank
Deutsche Bank
Germany
+$68.6M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$94.9M
2
Renaissance Technologies
Renaissance Technologies
New York
-$90.4M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$73.2M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$67.2M
5
Citadel Advisors
Citadel Advisors
Florida
-$58.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
676
Camelot Portfolios
Ohio
$247K -$31.9K -355 -11%
XS
677
XR Securities
Illinois
$246K +$246K +2,746 New
SF
678
Synovus Financial
Georgia
$244K -$48.4K -540 -17%
BP
679
Ballentine Partners
Massachusetts
$243K +$33.9K +378 +16%
AGP
680
Autumn Glory Partners
Texas
$243K +$48K +535 +25%
IA
681
Inspire Advisors
Idaho
$242K +$41.2K +460 +21%
GLA
682
Good Life Advisors
Pennsylvania
$239K +$22.9K +255 +11%
UB
683
UMB Bank
Missouri
$238K +$1.35K +15 +0.6%
CS
684
Comerica Securities
Michigan
$238K +$7.82K +87 +3%
KFS
685
Kaizen Financial Strategies
California
$237K +$237K +2,637 New
SS
686
Simplicity Solutions
Minnesota
$232K +$7.28K +81 +3%
Marshall Wace
687
Marshall Wace
United Kingdom
$231K -$19.1M -212,582 -99%
ICP
688
Interchange Capital Partners
Pennsylvania
$231K -$116K -1,293 -33%
IB
689
Intrust Bank
Kansas
$231K -$1.08K -12 -0.5%
PWM
690
Perigon Wealth Management
California
$229K +$229K +2,557 New
CG
691
Caprock Group
Idaho
$228K +$228K +2,544 New
PCP
692
Proficio Capital Partners
Massachusetts
$226K +$12.9K +144 +6%
RWB
693
RMR Wealth Builders
New Jersey
$225K +$4.04K +45 +2%
FSA
694
Financial Sense Advisors
California
$224K – – –
MLL
695
Moody Lynn & Lieberson
Massachusetts
$224K – – –
MIM
696
Merrion Investment Management
New Jersey
$224K – – –
SWIG
697
Strategic Wealth Investment Group
Kentucky
$224K +$1.25K +14 +0.6%
BL
698
Balentine LLC
Georgia
$223K +$223K +2,481 New
LAM
699
LFS Asset Management
California
$221K -$3.3M -36,847 -94%
GWCM
700
Godshalk Welsh Capital Management
Pennsylvania
$218K +$8.99K +100 +4%
26 27
28
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