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Simon Property Group
SPG

Overview Fund Activity

978 hedge funds and large institutions have $31.8B invested in Simon Property Group in 2023 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 394 increasing their positions, 332 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
978
Holders Change
-10
Holders Change %
-1.01%
% of All Funds
15.65%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.27%
New
95
Increased
394
Reduced
332
Closed
79
Calls
$627M
Puts
$433M
Net Calls
+$194M
Net Calls Change
+$64.9M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$226M
2
Cohen & Steers
Cohen & Steers
New York
+$126M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$103M
4
Invesco
Invesco
Georgia
+$99.9M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$85.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$95.1M
2
Morgan Stanley
Morgan Stanley
New York
-$59.8M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$52.8M
4
HRES
Heitman Real Estate Securities
Illinois
-$47.5M
5
BlackRock
BlackRock
New York
-$45M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
701
HB Wealth Management
Georgia
$276K -$37.6K -336 -12%
RCAG
702
Rehmann Capital Advisory Group
Michigan
$273K +$560 +5 +0.2%
LNC
703
Lincoln National Corp
Pennsylvania
$273K -$6.83K -61 -2%
LI
704
Lafayette Investments
Maryland
$272K -$132K -1,175 -33%
SC
705
Savant Capital
Illinois
$271K +$7.39K +66 +3%
AWA
706
Arkadios Wealth Advisors
Georgia
$271K +$2.91K +26 +1%
SWA
707
Stratos Wealth Advisors
Ohio
$271K +$1.46K +13 +0.5%
AAA
708
Adams Asset Advisors
Texas
$270K – – –
BI
709
Bramshill Investments
Florida
$269K – – –
SCP
710
Silverleafe Capital Partners
Tennessee
$269K – – –
IA
711
Inspire Advisors
Idaho
$267K +$14.2K +127 +6%
WVP
712
Worth Venture Partners
New Jersey
$263K – – –
SFC
713
Strategic Financial Concepts
Texas
$261K +$261K +2,335 New
CFGS
714
Concourse Financial Group Securities
Alabama
$261K +$7.73K +69 +3%
MFS
715
Mirabella Financial Services
United Kingdom
$259K +$259K +2,315 New
NP
716
Nilsine Partners
Colorado
$259K +$259K +2,310 New
KFS
717
Kaizen Financial Strategies
California
$258K -$6.16K -55 -2%
SAM
718
Sompo Asset Management
Japan
$258K +$258K +2,300 New
MCM
719
Manchester Capital Management
Vermont
$255K +$14.2K +127 +6%
BIA
720
Barry Investment Advisors
Massachusetts
$255K -$11.1K -99 -4%
SIC
721
Samalin Investment Counsel
New York
$253K +$46.5K +415 +23%
PI
722
PFG Investments
New York
$252K +$252K +2,252 New
MCC
723
Malaga Cove Capital
California
$252K +$252K +2,251 New
CCM
724
Compton Capital Management
Rhode Island
$252K -$487K -4,350 -66%
SFG
725
Socha Financial Group
New York
$252K +$31.5K +281 +14%
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