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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 %
LOAMS
776
Lombard Odier Asset Management (Switzerland)
Switzerland
$222K 1,891 +1,891 New
CCA
777
Childress Capital Advisors
Texas
$221K 1,884 +1,884 New
LFA
778
Legacy Financial Advisors
Kentucky
$221K 1,882 +1,882 New
VFIC
779
Valley Forge Investment Consultants
Pennsylvania
$221K 1,879 +1,879 New
VC
780
Vicus Capital
Pennsylvania
$220K 1,876 +1,876 New
CIC
781
Carnegie Investment Counsel
Ohio
$219K 1,864 +1,864 New
AWM
782
Affinity Wealth Management
Delaware
$217K 1,849 +1,849 New
SIC
783
Samalin Investment Counsel
New York
$216K 1,841 +1,841 New
Wolverine Trading
784
Wolverine Trading
Illinois
$215K 1,830 -54,410 -97%
MWM
785
Mission Wealth Management
California
$214K 1,819 +1,819 New
PFG
786
PAX Financial Group
Texas
$213K 1,812 +1,812 New
CCA
787
Clearwater Capital Advisors
Illinois
$211K 1,800 +1,800 New
CWM
788
Cabot Wealth Management
Massachusetts
$211K 1,795 +1,795 New
BW
789
Bison Wealth
Georgia
$208K 1,654 +1,654 New
HCM
790
Hodges Capital Management
Texas
$207K 1,763 -2,531 -59%
NSIM
791
North Star Investment Management
Illinois
$204K 1,740 +10 +0.6%
KTC
792
Kistler-Tiffany Companies
Pennsylvania
$200K 1,706 +27 +2%
USCWA
793
U.S. Capital Wealth Advisors
Texas
$196K 1,667 -14,087 -89%
BWA
794
BDO Wealth Advisors
Florida
$193K 1,643 – –
DAC
795
Dividend Assets Capital
South Carolina
$188K 1,600 – –
MCC
796
Money Concepts Capital
Florida
$184K 1,569 +1,094 +230%
TC
797
Trust Company
Kansas
$181K 1,543 +313 +25%
NP
798
Ninepoint Partners
Ontario, Canada
$179K 1,525 +1,525 New
AWM
799
Ameliora Wealth Management
Switzerland
$164K 1,400 – –
AG
800
AIA Group
Hong Kong
$158K 1,343 -10,521 -89%
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