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Simon Property Group

1,045 hedge funds and large institutions have $42.1B invested in Simon Property Group in 2023 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 343 increasing their positions, 390 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,045
Holders Change
+69
Holders Change %
+7.07%
% of All Funds
15.32%
Holding in Top 10
24
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+60%
% of All Funds
0.35%
New
168
Increased
343
Reduced
390
Closed
85
Calls
$510M
Puts
$505M
Net Calls
+$5.57M
Net Calls Change
-$167M
Name Holding Trade Value Shares
Change
Shares
Change %
BW
751
Bison Wealth
Georgia
$283K -$1.28K -9 -0.5%
HFM
752
Harvest Fund Management
China
$283K +$103K +722 +57%
WJWM
753
Williams Jones Wealth Management
New York
$281K
AA
754
ALPS Advisors
Colorado
$281K -$41.4K -290 -13%
KA
755
Kovack Advisors
Florida
$281K +$281K +1,967 New
IA
756
IFG Advisory
Georgia
$280K -$5.14K -36 -2%
MCI
757
MRP Capital Investments
Georgia
$279K -$690K -4,836 -71%
BAM
758
Beaumont Asset Management
Texas
$277K -$272K -1,904 -49%
SAM
759
Sompo Asset Management
Japan
$275K -$237K -1,660 -46%
SCM
760
Shelton Capital Management
Colorado
$275K -$22.1K -155 -7%
ST
761
Smithfield Trust
Pennsylvania
$272K
EWA
762
EverSource Wealth Advisors
Alabama
$272K -$884K -6,200 -77%
CL
763
CSS LLC
Illinois
$271K -$171K -1,200 -39%
FMLI
764
Fukoku Mutual Life Insurance
Japan
$269K +$269K +1,889 New
BSW
765
Buckingham Strategic Wealth
Missouri
$268K +$268K +1,879 New
VFIC
766
Valley Forge Investment Consultants
Pennsylvania
$268K
TFA
767
Transamerica Financial Advisors
Florida
$264K -$69K -483 -21%
CS
768
Capital Square
Tennessee
$263K +$263K +1,846 New
VC
769
Vicus Capital
Pennsylvania
$263K +$263K +1,844 New
TIAA Trust, National Association
770
TIAA Trust, National Association
North Carolina
$263K -$88K -617 -25%
SAG
771
SageView Advisory Group
California
$261K -$240K -1,725 -48%
ECM
772
Evergreen Capital Management
Washington
$261K -$393K -2,752 -60%
RPWA
773
Regent Peak Wealth Advisors
Georgia
$261K -$6.13K -43 -2%
EFG
774
Everhart Financial Group
Ohio
$257K +$257K +1,805 New
CCA
775
Clearwater Capital Advisors
Illinois
$257K +$257K +1,800 New