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Simon Property Group
SPG

Overview Fund Activity

988 hedge funds and large institutions have $33B invested in Simon Property Group in 2022 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 366 increasing their positions, 325 reducing their positions, and 76 closing their positions.

Holders
988
Holders Change
+74
Holders Change %
+8.1%
% of All Funds
15.94%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.35%
New
164
Increased
366
Reduced
325
Closed
76
Calls
$548M
Puts
$420M
Net Calls
+$129M
Net Calls Change
+$106M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$401M
2
Norges Bank
2
Norges Bank
Norway
$808M
3
Deutsche Bank
3
Deutsche Bank
Germany
$366M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$575M
5
American Century Companies
5
American Century Companies
Missouri
$67.7M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$2.52B
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$453M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$388M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$867M
5
BlackRock
5
BlackRock
New York
$4.11B
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
751
Shelton Capital Management
Colorado
$245K 2,085 +2,085 New
BL
752
Balentine LLC
Georgia
$243K 2,068 -413 -17%
MF
753
Manchester Financial
California
$243K 2,066 -216 -9%
FHA
754
First Horizon Advisors
Tennessee
$242K 2,063 +22 +1%
RT
755
Rockland Trust
Massachusetts
$241K 2,050 +2,050 New
CIM
756
Chapman Investment Management
California
$241K 2,048 +2,048 New
WDC
757
Woodward Diversified Capital
California
$241K 2,047 +2,047 New
HG
758
Herbst Group
Connecticut
$240K 2,040 +2,040 New
HPG
759
Harvest Portfolios Group
Ontario, Canada
$239K 2,036 +2,036 New
NP
760
NorthRock Partners
Minnesota
$239K 2,033 +2,033 New
V
761
ViaWealth
Kansas
$236K 1,995 +1,995 New
CAM
762
Covenant Asset Management
New Jersey
$235K 2,000 +2,000 New
RA
763
RFG Advisory
Alabama
$233K 1,798 -553 -24%
GM
764
GeoWealth Management
Illinois
$233K 1,985 +1,985 New
RPWA
765
Regent Peak Wealth Advisors
Georgia
$232K 1,973 +1,973 New
SFG
766
Socha Financial Group
New York
$231K 1,969 +1,969 New
CCS
767
Concentric Capital Strategies
Connecticut
$231K 1,966 +1,966 New
APP
768
Alpha Paradigm Partners
Illinois
$230K 1,954 -1,988 -50%
AWM
769
Apollon Wealth Management
South Carolina
$230K 1,956 -1,020 -34%
PCA
770
Personal Capital Advisors
California
$228K 1,945 +1,945 New
OFG
771
Oxford Financial Group
Indiana
$228K 1,941 +1,941 New
FAAM
772
First Ascent Asset Management
Colorado
$227K 1,935 +1,935 New
MLA
773
My Legacy Advisors
Oregon
$226K 1,739 +1,739 New
CIBC Private Wealth Group
774
CIBC Private Wealth Group
Georgia
$223K 1,901 -1,246 -40%
NB
775
NBT Bank
New York
$223K 1,900 +1,900 New
29 30
31
32 33