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Simon Property Group

976 hedge funds and large institutions have $31B invested in Simon Property Group in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 350 increasing their positions, 355 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
976
Holders Change
-2
Holders Change %
-0.2%
% of All Funds
15.56%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.24%
New
84
Increased
350
Reduced
355
Closed
80
Calls
$456M
Puts
$284M
Net Calls
+$172M
Net Calls Change
-$71.7M
Name Holding Trade Value Shares
Change
Shares
Change %
BFS
726
Bard Financial Services
Connecticut
$243K -$54K -500 -18%
SFG
727
Socha Financial Group
New York
$243K
UB
728
UMB Bank
Missouri
$241K -$44.1K -408 -15%
LWM
729
LJI Wealth Management
Indiana
$241K
LFA
730
Legacy Financial Advisors
Kentucky
$240K +$40K +370 +20%
PA
731
Pinnacle Associates
New York
$239K +$432 +4 +0.2%
NCM
732
Novare Capital Management
North Carolina
$239K
RWA
733
Redhawk Wealth Advisors
Minnesota
$235K -$5.4K -50 -2%
WKWM
734
Walter & Keenan Wealth Management
Indiana
$235K
SB
735
Simmons Bank
Arkansas
$235K -$11.6K -107 -5%
KFP
736
KMG Fiduciary Partners
Ohio
$235K
AWM
737
Affinity Wealth Management
Delaware
$235K +$2.81K +26 +1%
DMBA
738
Deseret Mutual Benefit Administrators
Utah
$234K -$44.4K -411 -16%
WPP
739
Whalerock Point Partners
Rhode Island
$234K
CA
740
Clearstead Advisors
Ohio
$232K +$152K +1,407 +190%
NP
741
Nilsine Partners
Colorado
$232K -$22.1K -205 -9%
GWCM
742
Godshalk Welsh Capital Management
Pennsylvania
$230K
WPC
743
White Pine Capital
Minnesota
$227K +$227K +2,105 New
EFI
744
EHP Funds Inc
Canada
$227K +$227K +2,100 New
BCM
745
Bluefin Capital Management
New York
$227K +$227K +2,100 New
MC
746
Machina Capital
France
$226K +$226K +2,092 New
SCM
747
Shelton Capital Management
Colorado
$225K
MF
748
Manchester Financial
California
$223K
RT
749
Rockland Trust
Massachusetts
$221K
WP
750
WealthSource Partners
California
$221K +$1.84K +17 +0.8%