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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 %
CI
676
Conning Inc
Connecticut
$310K -$38.1K -330 -11%
ORC
677
O'Rourke & Company
Massachusetts
$307K +$462 +4 +0.2%
UB
678
UMB Bank
Missouri
$305K – – –
KFP
679
KB Financial Partners
New Jersey
$301K -$17.2K -149 -5%
TFA
680
Transamerica Financial Advisors
Florida
$301K +$694 +6 +0.2%
TC
681
Trust Company
Kansas
$301K +$121K +1,048 +67%
GI
682
GAMCO Investors
Connecticut
$298K +$298K +2,580 New
DMBA
683
Deseret Mutual Benefit Administrators
Utah
$297K -$3.46K -30 -1%
CS
684
Comerica Securities
Michigan
$297K +$924 +8 +0.3%
DWT
685
Dorsey & Whitney Trust
South Dakota
$294K +$66.9K +579 +29%
PCP
686
Proficio Capital Partners
Massachusetts
$292K -$3K -26 -1%
TF
687
TIAA FSB
Florida
$292K -$24K -208 -8%
RB
688
Renasant Bank
Mississippi
$292K -$399K -3,454 -58%
MLL
689
Moody Lynn & Lieberson
Massachusetts
$292K – – –
KFS
690
Kaizen Financial Strategies
California
$291K +$8.94K +73 +3%
IB
691
Intrust Bank
Kansas
$289K -$3.46K -30 -1%
WG
692
Welch Group
Alabama
$289K – – –
FSA
693
Financial Sense Advisors
California
$289K – – –
SIC
694
Samalin Investment Counsel
New York
$288K +$27K +234 +10%
RWB
695
RMR Wealth Builders
New Jersey
$287K +$808 +7 +0.3%
RCAG
696
Rehmann Capital Advisory Group
Michigan
$282K +$116 +1 +0%
RFC
697
Regions Financial Corp
Alabama
$281K -$111K -965 -28%
SWA
698
Stratos Wealth Advisors
Ohio
$281K +$1.73K +15 +0.6%
LI
699
Lafayette Investments
Maryland
$280K – – –
RG
700
Renaissance Group
Kentucky
$279K +$26.2K +227 +10%
26 27
28
29 30