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Simon Property Group
SPG

Overview Fund Activity

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

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$1.33B
2
Goldman Sachs
2
Goldman Sachs
New York
$328M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$921M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$525M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$69.4M

Top Sellers

1
ICA
1
Infrastructure Capital Advisors
New York
$1.11M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$31.8M
3
Deutsche Bank
3
Deutsche Bank
Germany
$240M
4
Cohen & Steers
4
Cohen & Steers
New York
$2.53B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$641M
Name Holding Trade Value Shares
Change 		Shares
Change %
WDC
751
Woodward Diversified Capital
California
$221K – – –
OFG
752
Oxford Financial Group
Indiana
$220K -$4.97K -46 -2%
SYBT
753
Stock Yards Bank & Trust
Kentucky
$219K -$33.2K -307 -13%
V
754
ViaWealth
Kansas
$219K -$13.7K -127 -6%
CP
755
Camelot Portfolios
Ohio
$218K -$101K -936 -32%
RCA
756
Resonant Capital Advisors
Wisconsin
$217K +$3.35K +31 +2%
IA
757
IFG Advisory
Georgia
$216K +$216K +2,002 New
APWA
758
Atlas Private Wealth Advisors
New Jersey
$216K +$216K +2,000 New
BW
759
Bison Wealth
Georgia
$215K +$10.5K +97 +5%
RFC
760
Regions Financial Corp
Alabama
$215K -$48.6K -450 -18%
SFS
761
Stiles Financial Services
Minnesota
$214K -$12.7K -118 -6%
HCA
762
Horan Capital Advisors
Ohio
$213K +$213K +1,975 New
WJWM
763
Williams Jones Wealth Management
New York
$213K -$32.4K -300 -13%
SIM
764
Sentry Investment Management
Wisconsin
$205K -$25.8K -239 -11%
ST
765
Smithfield Trust
Pennsylvania
$205K +$129K +1,200 +170%
VFIC
766
Valley Forge Investment Consultants
Pennsylvania
$203K – – –
DIA
767
Dana Investment Advisors
Wisconsin
$203K +$203K +1,877 New
RPWA
768
Regent Peak Wealth Advisors
Georgia
$202K -$9.72K -90 -5%
MWM
769
Mission Wealth Management
California
$202K +$2.92K +27 +1%
HG
770
Herbst Group
Connecticut
$201K +$2.7K +25 +1%
VSQM
771
V-Square Quantitative Management
Illinois
$190K +$190K +1,755 New
NSIM
772
North Star Investment Management
Illinois
$188K – – –
DGAM
773
Desjardins Global Asset Management
Quebec, Canada
$183K -$133K -1,230 -42%
CQS
774
Credential Qtrade Securities
$177K +$30.4K +281 +21%
PAM
775
Paradigm Asset Management
New York
$177K – – –
29 30
31
32 33