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Simon Property Group
SPG

Overview Fund Activity

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

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$226M
2
Cohen & Steers
Cohen & Steers
New York
+$126M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$103M
4
Invesco
Invesco
Georgia
+$99.9M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$85.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$95.1M
2
Morgan Stanley
Morgan Stanley
New York
-$59.8M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$52.8M
4
HRES
Heitman Real Estate Securities
Illinois
-$47.5M
5
BlackRock
BlackRock
New York
-$45M
Name Holding Trade Value Shares
Change 		Shares
Change %
Empower Advisory Group
751
Empower Advisory Group
Colorado
$230K +$230K +2,048 New
RT
752
Rockland Trust
Massachusetts
$230K – – –
WDC
753
Woodward Diversified Capital
California
$229K – – –
SG
754
Stonnington Group
California
$229K +$229K +2,104 New
HG
755
Herbst Group
Connecticut
$228K – – –
LWM
756
Laidlaw Wealth Management
New York
$224K +$224K +1,999 New
AWM
757
Affinity Wealth Management
Delaware
$222K +$15.2K +136 +7%
OFG
758
Oxford Financial Group
Indiana
$222K +$4.48K +40 +2%
GL
759
Graypoint LLC
New York
$221K -$50.4K -450 -19%
RPWA
760
Regent Peak Wealth Advisors
Georgia
$220K -$448 -4 -0.2%
DWT
761
Dorsey & Whitney Trust
South Dakota
$220K -$16.3K -146 -7%
CWM
762
Connecticut Wealth Management
Connecticut
$220K +$220K +1,966 New
MM
763
MQS Management
New York
$220K +$220K +1,964 New
SIA
764
Schechter Investment Advisors
Michigan
$220K -$80.2K -716 -27%
MWM
765
Mission Wealth Management
California
$213K +$9.52K +85 +5%
BL
766
Balentine LLC
Georgia
$213K -$18.4K -164 -8%
NB
767
NBT Bank
New York
$213K – – –
VC
768
Vicus Capital
Pennsylvania
$211K +$1.34K +12 +0.6%
VFIC
769
Valley Forge Investment Consultants
Pennsylvania
$210K – – –
NP
770
NorthRock Partners
Minnesota
$209K -$18.5K -165 -8%
CWM
771
Cabot Wealth Management
Massachusetts
$207K +$5.61K +50 +3%
JHCP
772
Jackson Hole Capital Partners
Oklahoma
$203K +$203K +1,810 New
HFM
773
Harvest Fund Management
China
$202K -$175K -1,564 -46%
CAG
774
Csenge Advisory Group
Florida
$202K -$37.1K -331 -16%
CCA
775
Clearwater Capital Advisors
Illinois
$202K – – –
29 30
31
32 33