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Simon Property Group

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
Name Market Value Shares Shares
Change
Shares
Change %
LWM
726
LJI Wealth Management
Indiana
$258K 2,231
RWA
727
Redhawk Wealth Advisors
Minnesota
$257K 2,228 +2,228 New
GS
728
GTS Securities
New York
$257K 2,224 +2,224 New
NCM
729
Novare Capital Management
North Carolina
$255K 2,210
PA
730
Pinnacle Associates
New York
$255K 2,207 -32 -1%
BL
731
Balentine LLC
Georgia
$252K 2,185 +281 +15%
WKWM
732
Walter & Keenan Wealth Management
Indiana
$252K 2,178
KFP
733
KMG Fiduciary Partners
Ohio
$251K 2,172 -1,629 -43%
WPP
734
Whalerock Point Partners
Rhode Island
$250K 2,165 +46 +2%
V
735
ViaWealth
Kansas
$248K 2,151 +21 +1%
AWM
736
Affinity Wealth Management
Delaware
$248K 2,145 +160 +8%
SIM
737
Sentry Investment Management
Wisconsin
$247K 2,141
GWCM
738
Godshalk Welsh Capital Management
Pennsylvania
$245K 2,125
HPM
739
Hoxton Planning & Management
West Virginia
$245K 2,119 -113 -5%
SFS
740
Stiles Financial Services
Minnesota
$242K 2,097 -119 -5%
SCM
741
Shelton Capital Management
Colorado
$241K 2,085
CAS
742
CTC Alternative Strategies
Illinois
$241K 2,085 +2,085 New
OFG
743
Oxford Financial Group
Indiana
$240K 2,082 +101 +5%
MF
744
Manchester Financial
California
$239K 2,066
Parallax Volatility Advisers
745
Parallax Volatility Advisers
California
$237K 2,053 +2,053 New
RT
746
Rockland Trust
Massachusetts
$237K 2,050
WDC
747
Woodward Diversified Capital
California
$236K 2,047
WP
748
WealthSource Partners
California
$235K 2,032 -176 -8%
FT
749
Fiduciary Trust
Massachusetts
$234K 2,026 -5,519 -73%
EI
750
EDMP Inc
Florida
$232K 2,012 -73 -4%