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Simon Property Group

1,045 hedge funds and large institutions have $42.1B invested in Simon Property Group in 2023 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 343 increasing their positions, 390 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,045
Holders Change
+69
Holders Change %
+7.07%
% of All Funds
15.32%
Holding in Top 10
24
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+60%
% of All Funds
0.35%
New
168
Increased
343
Reduced
390
Closed
85
Calls
$510M
Puts
$505M
Net Calls
+$5.57M
Net Calls Change
-$167M
Name Holding Trade Value Shares
Change
Shares
Change %
ITC
676
Inspire Trust Company
Nevada
$385K +$385K +2,700 New
MWA
677
MFA Wealth Advisors
Pennsylvania
$385K +$385K +2,700 New
EI
678
EDMP Inc
Florida
$385K
AFG
679
Atomi Financial Group
New York
$384K +$384K +2,694 New
GL
680
Graypoint LLC
New York
$383K +$26.4K +185 +7%
CI
681
Conning Inc
Connecticut
$381K -$2.85K -20 -0.7%
HIA
682
Harbor Investment Advisory
Maryland
$381K -$92.6K -649 -20%
OWA
683
Octavia Wealth Advisors
Ohio
$378K -$17.7K -124 -4%
ORC
684
O'Rourke & Company
Massachusetts
$370K +$29.8K +209 +9%
IA
685
IFP Advisors
Florida
$370K -$197K -1,385 -35%
MFG
686
Merit Financial Group
Georgia
$370K -$54.6K -383 -13%
LFG
687
Larson Financial Group
Missouri
$369K +$6.7K +47 +2%
TC
688
Trust Company
Kansas
$368K -$23.3K -163 -6%
KPWS
689
Kestra Private Wealth Services
Texas
$368K +$368K +2,579 New
GI
690
GAMMA Investing
California
$363K +$363K +2,620 New
SWA
691
Stratos Wealth Advisors
Ohio
$360K +$1.14K +8 +0.3%
MIS
692
Morningstar Investment Services
Illinois
$358K +$358K +2,480 New
WG
693
Welch Group
Alabama
$358K +$856 +6 +0.2%
MLL
694
Moody Lynn & Lieberson
Massachusetts
$357K -$3.57K -25 -1%
FSA
695
Financial Sense Advisors
California
$357K
SCM
696
Schnieders Capital Management
California
$356K -$49.9K -350 -12%
PS
697
Principal Securities
Iowa
$352K +$352K +2,467 New
HKIMG
698
Hutchens & Kramer Investment Management Group
Indiana
$349K -$22.8K -160 -6%
KFS
699
Kaizen Financial Strategies
California
$345K +$6.13K +43 +2%
BFS
700
Bard Financial Services
Connecticut
$344K +$23.5K +165 +7%