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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 %
Empower Advisory Group
751
Empower Advisory Group
Colorado
$229K 1,982 -66 -3%
RCA
752
Resonant Capital Advisors
Wisconsin
$229K 1,980 +1,980 New
RPWA
753
Regent Peak Wealth Advisors
Georgia
$227K 1,964 -5 -0.3%
MLA
754
My Legacy Advisors
Oregon
$225K 1,850 +20 +1%
NP
755
NorthRock Partners
Minnesota
$223K 1,932 +64 +3%
AWM
756
Apollon Wealth Management
South Carolina
$221K 1,915 -272 -12%
BW
757
Bison Wealth
Georgia
$219K 1,897 +1,897 New
JWCA
758
J.W. Cole Advisors
Florida
$219K 1,893 -1,607 -46%
CIA
759
Cladis Investment Advisory
Montana
$218K 2,100 -100 -5%
VFIC
760
Valley Forge Investment Consultants
Pennsylvania
$217K 1,879
NB
761
NBT Bank
New York
$216K 1,873 -27 -1%
ANBT
762
American National Bank & Trust
Texas
$216K 1,868 +1,500 +408%
BWA
763
BDO Wealth Advisors
Florida
$215K 1,863 +220 +13%
RWA
764
Rooted Wealth Advisors
Illinois
$215K 1,816 +1,816 New
LFA
765
Legacy Financial Advisors
Kentucky
$214K 1,852 +1,852 New
HT
766
Heritage Trust
Oklahoma
$214K 1,849 +1,849 New
VC
767
Vicus Capital
Pennsylvania
$213K 1,845 -43 -2%
MWM
768
Mission Wealth Management
California
$213K 1,843 -61 -3%
HG
769
Herbst Group
Connecticut
$212K 1,840 -200 -10%
BSW
770
Buckingham Strategic Wealth
Missouri
$210K 1,821 -1,199 -40%
CWM
771
Cabot Wealth Management
Massachusetts
$210K 1,820 -25 -1%
JHCP
772
Jackson Hole Capital Partners
Oklahoma
$209K 1,810
CCA
773
Clearwater Capital Advisors
Illinois
$208K 1,800
CIC
774
Carnegie Investment Counsel
Ohio
$207K 1,794 -276 -13%
SWIG
775
Strategic Wealth Investment Group
Kentucky
$201K 1,743 -782 -31%