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Simon Property Group
SPG

Overview Fund Activity

1,118 hedge funds and large institutions have $46.6B invested in Simon Property Group in 2024 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 428 increasing their positions, 388 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,118
Holders Change
+26
Holders Change %
+2.38%
% of All Funds
16.17%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.32%
New
116
Increased
428
Reduced
388
Closed
76
Calls
$416M
Puts
$305M
Net Calls
+$111M
Net Calls Change
+$31.6M

Top Buyers

1
UBS AM
UBS AM
Illinois
+$464M
2
BlackRock
BlackRock
New York
+$320M
3
Los Angeles Capital Management
Los Angeles Capital Management
California
+$168M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$111M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$107M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$175M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$145M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$119M
4
Cohen & Steers
Cohen & Steers
New York
-$73.1M
5
SFC
Strategic Financial Concepts
Texas
-$71.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
OP
676
ORG Partners
Indiana
$510K +$6.6K +39 +1%
LAIC
677
Lederer & Associates Investment Counsel
California
$508K – – –
MIM
678
Merrion Investment Management
New Jersey
$507K – – –
WCA
679
Westover Capital Advisors
Delaware
$507K – – –
RBC
680
Roble Belko & Company
Pennsylvania
$507K – – –
WPC
681
White Pine Capital
Minnesota
$507K -$34.6K -205 -6%
CIA
682
Capital Investment Advisors
Georgia
$506K +$81.6K +483 +19%
OIA
683
Optimum Investment Advisors
Illinois
$504K – – –
FNBSF
684
First National Bank Sioux Falls
South Dakota
$501K – – –
LS
685
Livforsakringsbolaget Skandia
Sweden
$499K +$406K +2,400 +433%
JSC
686
Jackson Square Capital
California
$499K – – –
Walleye Capital
687
Walleye Capital
New York
$495K -$131K -775 -21%
PCIA
688
Prime Capital Investment Advisors
Kansas
$494K -$1.18K -7 -0.2%
OFG
689
Oxford Financial Group
Indiana
$493K +$107K +632 +28%
SF
690
Summit Financial
New Jersey
$492K +$46.5K +275 +10%
SIA
691
Sage Investment Advisers
New York
$491K +$676 +4 +0.1%
FFA
692
First Foundation Advisors
California
$490K -$418K -2,473 -46%
WT
693
Washington Trust
Rhode Island
$490K -$30.4K -180 -6%
MWA
694
MFA Wealth Advisors
Pennsylvania
$490K +$33.5K +198 +7%
LCM
695
Lazari Capital Management
California
$487K -$15.9K -94 -3%
MA
696
Mutual Advisors
Nebraska
$484K -$21.2K -122 -4%
MSWMA
697
Market Street Wealth Management Advisors
Indiana
$481K +$1.01K +6 +0.2%
MJRIC
698
Mogy Joel R Investment Counsel
California
$477K – – –
FFA
699
Farther Finance Advisors
California
$470K +$149K +883 +47%
LWA
700
Lantern Wealth Advisors
New York
$469K -$16.9K -100 -3%
26 27
28
29 30