SPG icon

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 %
ASFA
776
All Season Financial Advisors
Colorado
$257K +$257K +1,799 New
V
777
ViaWealth
Kansas
$256K -$33.1K -232 -11%
MWM
778
Mission Wealth Management
California
$255K -$11.6K -81 -4%
SW
779
SkyOak Wealth
Michigan
$254K +$254K +1,784 New
WPP
780
Whalerock Point Partners
Rhode Island
$253K -$55.5K -389 -18%
GWMR
781
GC Wealth Management RIA
Massachusetts
$253K +$253K +1,771 New
VSQM
782
V-Square Quantitative Management
Illinois
$250K
CWM
783
Cabot Wealth Management
Massachusetts
$249K +$249K +1,745 New
KIG
784
Kessler Investment Group
Indiana
$249K +$249K +1,744 New
PFG
785
PAX Financial Group
Texas
$249K +$249K +1,726 New
AC
786
Avestar Capital
New York
$248K +$248K +1,742 New
CCA
787
Childress Capital Advisors
Texas
$248K +$248K +1,742 New
WEG
788
World Equity Group
Illinois
$248K +$248K +1,742 New
RI
789
Ridgewood Investments
New Jersey
$248K +$248K +1,739 New
NSIM
790
North Star Investment Management
Illinois
$247K -$1.43K -10 -0.6%
SIM
791
Sentry Investment Management
Wisconsin
$245K -$26.2K -184 -10%
SWIG
792
Strategic Wealth Investment Group
Kentucky
$243K +$243K +1,703 New
AHL
793
Abel Hall LLC
Louisiana
$243K +$243K +1,702 New
GLA
794
Great Lakes Advisors
Illinois
$241K -$1.15M -8,077 -83%
TPCW
795
TD Private Client Wealth
New York
$241K -$312K -2,184 -56%
SDH
796
Sloy Dahl & Holst
Washington
$240K +$240K +1,680 New
KWA
797
Kingswood Wealth Advisors
California
$239K +$239K +1,679 New
NICM
798
Neo Ivy Capital Management
New York
$239K +$239K +1,675 New
LWL
799
Leo Wealth LLC
Texas
$238K +$238K +1,661 New
CWM
800
Cornerstone Wealth Management
Missouri
$238K +$238K +1,668 New