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Simon Property Group
SPG

Overview Fund Activity

1,007 hedge funds and large institutions have $37.5B invested in Simon Property Group in 2022 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 406 increasing their positions, 353 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,007
Holders Change
-35
Holders Change %
-3.36%
% of All Funds
15.94%
Holding in Top 10
18
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-41.94%
% of All Funds
0.28%
New
104
Increased
406
Reduced
353
Closed
131
Calls
$603M
Puts
$601M
Net Calls
+$2.05M
Net Calls Change
+$478M

Top Buyers

1
State Street
State Street
Massachusetts
+$284M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$243M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$89M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$67.3M
5
AssetMark Inc
AssetMark Inc
California
+$65.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$218M
2
Deutsche Bank
Deutsche Bank
Germany
-$207M
3
SOMRS
State of Michigan Retirement System
Michigan
-$144M
4
BlackRock
BlackRock
New York
-$126M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$97.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
801
Good Life Advisors
Pennsylvania
$231K +$25.7K +196 +13%
MWM
802
Mission Wealth Management
California
$231K +$36.9K +281 +19%
CT
803
Coastline Trust
Rhode Island
$230K -$98.6K -750 -30%
BWA
804
BDO Wealth Advisors
Florida
$230K +$527 +4 +0.2%
IAIM
805
International Assets Investment Management
Florida
$230K +$10.1K +77 +5%
CIBC Private Wealth Group
806
CIBC Private Wealth Group
Georgia
$229K -$37.5K -285 -14%
AWM
807
Affinity Wealth Management
Delaware
$227K -$35.6K -276 -14%
LB
808
Leo Brokerage
Texas
$227K +$227K +1,722 New
EWM
809
Empirical Wealth Management
Washington
$222K -$9.1K -69 -4%
WPW
810
Warther Private Wealth
Ohio
$221K -$18.3K -137 -8%
FPCP
811
Fort Point Capital Partners
California
$220K +$220K +1,672 New
MWPCG
812
Measured Wealth Private Client Group
New Hampshire
$220K +$220K +1,675 New
PCA
813
Personal Capital Advisors
California
$219K +$219K +1,663 New
BSW
814
Buckingham Strategic Wealth
Missouri
$218K -$92.6K -702 -30%
AC
815
Avestar Capital
New York
$218K +$6.84K +52 +3%
IA
816
Inspire Advisors
Idaho
$213K +$213K +1,618 New
DAC
817
Dividend Assets Capital
South Carolina
$210K – – –
CWM
818
ClientFirst Wealth Management
Arkansas
$209K – – –
KFS
819
Kaizen Financial Strategies
California
$209K +$2.1K +16 +1%
T
820
TOBAM
France
$207K -$55.7K -424 -21%
IAP
821
Indie Asset Partners
Indiana
$207K +$4.61K +35 +2%
FFG
822
Ford Financial Group
California
$206K -$15.3K -117 -7%
GCP
823
GSA Capital Partners
United Kingdom
$205K +$205K +1,560 New
BC
824
Burleson & Co
California
$203K – – –
BFM
825
Boston Financial Management
Massachusetts
$202K +$202K +1,535 New
31 32
33
34 35