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Simon Property Group
SPG

Overview Fund Activity

1,007 hedge funds and large institutions have $37.5B invested in Simon Property Group in 2022 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 406 increasing their positions, 353 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,007
Holders Change
-35
Holders Change %
-3.36%
% of All Funds
15.94%
Holding in Top 10
18
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-41.94%
% of All Funds
0.28%
New
104
Increased
406
Reduced
353
Closed
131
Calls
$603M
Puts
$601M
Net Calls
+$2.05M
Net Calls Change
+$478M

Top Buyers

1
State Street
State Street
Massachusetts
+$284M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$243M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$89M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$67.3M
5
AssetMark Inc
AssetMark Inc
California
+$65.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$218M
2
Deutsche Bank
Deutsche Bank
Germany
-$207M
3
SOMRS
State of Michigan Retirement System
Michigan
-$144M
4
BlackRock
BlackRock
New York
-$126M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$97.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
751
Novare Capital Management
North Carolina
$284K +$66K +502 +30%
MCM
752
Manchester Capital Management
Vermont
$283K -$127K -965 -31%
FDS
753
First Dallas Securities
Texas
$283K -$6.58K -50 -2%
SDH
754
Sloy Dahl & Holst
Washington
$281K – – –
Carson Wealth (CWM LLC)
755
Carson Wealth (CWM LLC)
Nebraska
$281K +$84.4K +642 +43%
ZCA
756
Zeke Capital Advisors
Pennsylvania
$279K +$279K +2,118 New
WPP
757
Whalerock Point Partners
Rhode Island
$279K – – –
KA
758
Kercheville Advisors
Texas
$276K +$6.57K +50 +2%
FAFN
759
First Affirmative Financial Network
Colorado
$272K -$6.04K -46 -2%
FWM
760
Focused Wealth Management
New York
$272K +$132 +1 +0%
CWM
761
Congress Wealth Management
Massachusetts
$270K -$4.85K -37 -2%
NP
762
Ninepoint Partners
Ontario, Canada
$267K -$59K -448 -18%
MWM
763
Minot Wealth Management
Massachusetts
$267K -$12.5K -95 -4%
FB
764
First Bancorp
Maine
$266K +$72.4K +550 +37%
RFC
765
Regions Financial Corp
Alabama
$266K +$97.1K +737 +57%
SS
766
Simplicity Solutions
Minnesota
$265K -$328K -2,498 -55%
MA
767
Mutual Advisors
Nebraska
$265K +$4.74K +36 +2%
GF
768
Gabelli Funds
New York
$263K -$65.8K -500 -20%
CAM
769
Covenant Asset Management
New Jersey
$263K +$263K +2,000 New
CBA
770
Coastal Bridge Advisors
Connecticut
$261K -$131 -1 -0.1%
ANI
771
American National Insurance
Texas
$261K – – –
RCAG
772
Rehmann Capital Advisory Group
Michigan
$260K -$4.61K -35 -2%
DWT
773
Dorsey & Whitney Trust
South Dakota
$260K -$12.1K -92 -4%
RPWA
774
Regent Peak Wealth Advisors
Georgia
$258K +$1.71K +13 +0.7%
VC
775
Vicus Capital
Pennsylvania
$258K +$15.4K +117 +6%
29 30
31
32 33