SPG icon

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.

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 Market Value Shares Shares
Change 		Shares
Change %
LSV Asset Management
51
LSV Asset Management
Illinois
$76.8M 664,945 -32,600 -5%
Neuberger Berman Group
52
Neuberger Berman Group
New York
$75.1M 650,468 -25,884 -4%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$72.1M 624,074 -14,824 -2%
UBS Group
54
UBS Group
Switzerland
$69.2M 599,441 +167,434 +39%
Canada Life
55
Canada Life
Manitoba, Canada
$68.1M 587,613 +68,499 +13%
Ohio Public Employees Retirement System (OPERS)
56
Ohio Public Employees Retirement System (OPERS)
Ohio
$67.8M 586,691 -19,018 -3%
Barclays
57
Barclays
United Kingdom
$66.9M 579,224 +141,056 +32%
CS
58
Credit Suisse
Switzerland
$66.6M 577,146 -4,479 -0.8%
Amundi
59
Amundi
France
$66.1M 565,157 -50,120 -8%
Retirement Systems of Alabama
60
Retirement Systems of Alabama
Alabama
$65.9M 570,704 -21,232 -4%
State of Tennessee, Department of Treasury
61
State of Tennessee, Department of Treasury
Tennessee
$61.9M 536,052 -120,000 -18%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$61.6M 533,530 -12,266 -2%
ACM
63
AEW Capital Management
Massachusetts
$59.8M 518,145 +22,340 +5%
American Century Companies
64
American Century Companies
Missouri
$59.7M 516,761 -25,063 -5%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$59.2M 512,414 -2,126,986 -81%
Allianz Asset Management
66
Allianz Asset Management
Germany
$54.5M 472,123 -68,840 -13%
Mitsubishi UFJ Asset Management
67
Mitsubishi UFJ Asset Management
Japan
$53.7M 465,336 +32,173 +7%
Nomura Asset Management
68
Nomura Asset Management
Japan
$51.9M 448,999 +9,322 +2%
Macquarie Group
69
Macquarie Group
Australia
$51.3M 444,389 +17,219 +4%
State of New Jersey Common Pension Fund D
70
State of New Jersey Common Pension Fund D
New Jersey
$47.8M 413,879 +18,000 +5%
OAG
71
Orbis Allan Gray
Bermuda
$47M 407,375 +5,742 +1%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$46.7M 404,616 +5,915 +1%
TA
73
TCM Advisors
West Virginia
– – – –
Stifel Financial
74
Stifel Financial
Missouri
$45.5M 394,172 +22,055 +6%
Voloridge Investment Management
75
Voloridge Investment Management
Florida
$43.6M 377,940 +25,230 +7%
1 2
3
4 5