SPG icon

Simon Property Group
SPG

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$816M
2
Norges Bank
Norges Bank
Norway
+$802M
3
PAM
Panagora Asset Management
Massachusetts
+$95.1M
4
Barclays
Barclays
United Kingdom
+$91.1M
5
State Street
State Street
Massachusetts
+$70.8M

Top Sellers

1
Northern Trust
Northern Trust
Illinois
-$109M
2
Cohen & Steers
Cohen & Steers
New York
-$68.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$65.9M
4
Principal Financial Group
Principal Financial Group
Iowa
-$58.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$58.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
801
Meridian Wealth Management
Kentucky
$235K +$235K +1,666 New
WVP
802
Worth Venture Partners
New Jersey
$235K +$235K +1,650 New
LC
803
Lindbrook Capital
California
$235K +$15.5K +109 +7%
PAM
804
Paradigm Asset Management
New York
$233K – – –
BIA
805
Barry Investment Advisors
Massachusetts
$233K +$233K +1,634 New
GWCM
806
Godshalk Welsh Capital Management
Pennsylvania
$232K -$71.3K -500 -24%
DP
807
Dearborn Partners
Illinois
$229K +$229K +1,608 New
CAM
808
Cidel Asset Management
Ontario, Canada
$228K +$228K +1,600 New
JWM
809
JFG Wealth Management
Colorado
$228K +$228K +1,600 New
IWA
810
Icon Wealth Advisors
Texas
$228K +$228K +1,597 New
DMBA
811
Deseret Mutual Benefit Administrators
Utah
$228K -$81.3K -570 -26%
KWM
812
Kingsview Wealth Management
Oregon
$227K +$227K +1,592 New
PWPS
813
Pinnacle Wealth Planning Services
Ohio
$224K +$224K +1,572 New
VCP
814
Verus Capital Partners
Arizona
$224K +$224K +1,572 New
CIC
815
Carnegie Investment Counsel
Ohio
$222K +$222K +1,554 New
HVIA
816
Hudson Valley Investment Advisors
New York
$221K -$177K -1,242 -44%
JCM
817
Jacobi Capital Management
Pennsylvania
$218K +$218K +1,531 New
EWP
818
Elevation Wealth Partners
California
$218K +$218K +2,019 New
FB
819
First Bancorp
Maine
$218K +$218K +1,528 New
FT
820
Fiduciary Trust
Massachusetts
$218K +$218K +1,527 New
AC
821
Abbrea Capital
California
$217K +$217K +1,522 New
FFA
822
Farther Finance Advisors
California
$216K +$125K +873 +136%
CL
823
Choreo LLC
Illinois
$216K +$216K +1,511 New
WAC
824
William Allan Corp
Colorado
$215K +$215K +1,510 New
CC
825
Constitution Capital
Connecticut
$215K +$215K +1,506 New
31 32
33
34 35