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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.

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

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$2.52B
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$453M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$388M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$867M
5
BlackRock
5
BlackRock
New York
$4.11B
Name Holding Trade Value Shares
Change 		Shares
Change %
BP
676
Ballentine Partners
Massachusetts
$341K +$22.9K +195 +7%
IF
677
Intrua Financial
Texas
$339K +$3.02K +25 +0.9%
PFA
678
Pathway Financial Advisers
Indiana
$334K +$334K +2,846 New
WA
679
Waddell & Associates
Tennessee
$333K +$6.46K +55 +2%
MSWMA
680
Market Street Wealth Management Advisors
Indiana
$332K – – –
IAS
681
Insigneo Advisory Services
Florida
$331K +$331K +2,818 New
BCV
682
Banque Cantonale Vaudoise
Switzerland
$330K -$752K -6,400 -69%
CG
683
Caprock Group
Idaho
$330K +$30.7K +261 +10%
HWM
684
HB Wealth Management
Georgia
$329K +$329K +2,799 New
SFI
685
Siemens Fonds Invest
Germany
$326K -$51K -434 -14%
EH
686
Equitable Holdings
New York
$323K -$165K -1,408 -34%
BFS
687
Bard Financial Services
Connecticut
$323K +$58.7K +500 +22%
FC
688
FORA Capital
Florida
$322K +$322K +2,743 New
DMBA
689
Deseret Mutual Benefit Administrators
Utah
$317K -$209K -1,778 -40%
SIA
690
SkyView Investment Advisors
New Jersey
$317K -$22.3K -190 -7%
CS
691
Comerica Securities
Michigan
$315K +$3.88K +33 +1%
SIA
692
Schechter Investment Advisors
Michigan
$315K +$315K +2,680 New
MIM
693
Morningstar Investment Management
Illinois
$313K +$313K +2,667 New
UB
694
UMB Bank
Missouri
$312K – – –
SWIG
695
Strategic Wealth Investment Group
Kentucky
$307K +$1.47K +12 +0.5%
DC
696
Davenport & Co
Virginia
$305K -$83.8K -714 -22%
PCP
697
Proficio Capital Partners
Massachusetts
$304K +$7.52K +64 +3%
KFP
698
KB Financial Partners
New Jersey
$304K -$23.1K -197 -7%
WTB
699
Washington Trust Bank
Washington
$304K +$37K +315 +14%
IB
700
Intrust Bank
Kansas
$301K -$1.06K -9 -0.4%
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