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Simon Property Group

1,118 hedge funds and large institutions have $46.6B invested in Simon Property Group in 2024 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 428 increasing their positions, 388 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,118
Holders Change
+26
Holders Change %
+2.38%
% of All Funds
16.17%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.32%
New
116
Increased
428
Reduced
388
Closed
76
Calls
$416M
Puts
$305M
Net Calls
+$111M
Net Calls Change
+$31.6M
Name Holding Trade Value Shares
Change
Shares
Change %
RPWA
801
Regent Peak Wealth Advisors
Georgia
$308K -$3.38K -20 -1%
MWM
802
Mission Wealth Management
California
$307K +$61.9K +366 +25%
Capstone Investment Advisors
803
Capstone Investment Advisors
New York
$306K +$139K +823 +83%
SIC
804
Samalin Investment Counsel
New York
$305K -$22.5K -133 -7%
BW
805
Bison Wealth
Georgia
$305K -$30.8K -182 -9%
TC
806
Trust Company
Kansas
$303K -$214K -1,269 -41%
SAG
807
SageView Advisory Group
California
$303K -$28.4K -168 -9%
LIA
808
LS Investment Advisors
Michigan
$301K +$301K +1,781 New
RFC
809
Regions Financial Corp
Alabama
$301K +$16.4K +97 +6%
WPP
810
Whalerock Point Partners
Rhode Island
$300K
LTI
811
Laffer Tengler Investments
Tennessee
$298K
OL
812
Optas LLC
Texas
$298K +$72.2K +427 +32%
SCM
813
Shelton Capital Management
Colorado
$298K -$28.2K -167 -9%
CWM
814
Cabot Wealth Management
Massachusetts
$295K
CI Investments Inc
815
CI Investments Inc
Ontario, Canada
$294K +$86.7K +513 +42%
FSA
816
Fort Sheridan Advisors
Illinois
$294K +$50.7K +300 +21%
VIM
817
VELA Investment Management
Ohio
$293K
BBA
818
Baader Bank Aktiengesellschaft
Germany
$292K +$292K +1,836 New
QWP
819
Quotient Wealth Partners
Texas
$289K +$338 +2 +0.1%
DS
820
DRW Securities
Illinois
$287K +$287K +1,699 New
SSG
821
Summit Securities Group
New York
$287K -$84.4K -500 -23%
DMBA
822
Deseret Mutual Benefit Administrators
Utah
$286K -$7.44K -44 -3%
SWIG
823
Strategic Wealth Investment Group
Kentucky
$286K -$678 -4 -0.2%
FPAS
824
Focus Partners Advisor Solutions
Missouri
$286K +$286K +1,692 New
SYBT
825
Stock Yards Bank & Trust
Kentucky
$286K -$35.7K -211 -11%