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Simon Property Group

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
Name Holding Trade Value Shares
Change
Shares
Change %
PA
726
Pinnacle Associates
New York
$251K +$8.85K +79 +4%
HPM
727
Hoxton Planning & Management
West Virginia
$250K -$12.5K -112 -5%
LWM
728
LJI Wealth Management
Indiana
$250K
DGAM
729
Desjardins Global Asset Management
Quebec, Canada
$249K +$139K +1,237 +125%
KI
730
Kula Investments
Illinois
$249K +$249K +2,220 New
SFS
731
Stiles Financial Services
Minnesota
$248K -$2.58K -23 -1%
NCM
732
Novare Capital Management
North Carolina
$247K +$11.2K +100 +5%
CL
733
Choreo LLC
Illinois
$247K +$1.01K +9 +0.4%
WP
734
WealthSource Partners
California
$247K -$1.9K -17 -0.8%
CIA
735
Cladis Investment Advisory
Montana
$246K
DT
736
Diversified Trust
Tennessee
$245K -$509K -4,546 -67%
AWM
737
Apollon Wealth Management
South Carolina
$245K +$25.9K +231 +12%
RG
738
Renaissance Group
Kentucky
$245K
WKWM
739
Walter & Keenan Wealth Management
Indiana
$244K +$244K +2,178 New
IA
740
IFG Advisory
Georgia
$242K -$30K -268 -11%
SIM
741
Sentry Investment Management
Wisconsin
$240K +$162K +1,444 +207%
SDH
742
Sloy Dahl & Holst
Washington
$240K
V
743
ViaWealth
Kansas
$238K +$15.1K +135 +7%
GWCM
744
Godshalk Welsh Capital Management
Pennsylvania
$238K
WPP
745
Whalerock Point Partners
Rhode Island
$237K
HPG
746
Harvest Portfolios Group
Ontario, Canada
$234K +$6.27K +56 +3%
SCM
747
Shelton Capital Management
Colorado
$233K
EI
748
EDMP Inc
Florida
$233K
CIC
749
Carnegie Investment Counsel
Ohio
$232K +$23.1K +206 +11%
MF
750
Manchester Financial
California
$231K