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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 %
ONST
826
Old North State Trust
North Carolina
$84K 711 -34 -5%
EI
827
Ellevest Inc
New York
$82.8K 705 -144 -17%
MA
828
Montag & Associates
Georgia
$82.5K 702 – –
SIM
829
Sentry Investment Management
Wisconsin
$82K 697 -1,503 -68%
HI
830
Harbour Investments
Wisconsin
$81.8K 696 +124 +22%
MPWT
831
MassMutual Private Wealth & Trust
Connecticut
$80K 684 +40 +6%
CA
832
Clearstead Advisors
Ohio
$79.3K 675 -131 -16%
CAL
833
Capital Analysts LLC
Pennsylvania
$79K 669 -76 -10%
FFC
834
First Financial Corp
Indiana
$78.7K 670 +30 +5%
PFBT
835
Parkside Financial Bank & Trust
Missouri
$77.5K 660 -20 -3%
DAM
836
Delta Asset Management
Tennessee
$74K 630 +630 New
AF
837
Allworth Financial
California
$73.9K 629 +139 +28%
MIFH
838
Migdal Insurance & Financial Holdings
Israel
$71K 603 -137 -19%
FMII
839
Farmers & Merchants Investments Inc
Nebraska
$70.3K 598 – –
DZ Bank
840
DZ Bank
Germany
$69.8K 594 – –
CFO
841
CVA Family Office
Colorado
$67.6K 575 +40 +7%
BTI
842
Blue Trust Inc
Georgia
$67K 743 +391 +111%
CWC
843
Carolinas Wealth Consulting
North Carolina
$61.4K 523 +1 +0.2%
AF
844
Advisornet Financial
Minnesota
$59.1K 503 -1,832 -78%
PP
845
PFS Partners
New Jersey
$58.7K 500 – –
MCM
846
MV Capital Management
Maryland
$50K 426 -37 -8%
GWS
847
Glassman Wealth Services
Virginia
$49.2K 419 +13 +3%
JEST
848
JTC Employer Solutions Trustee
Jersey
$48K 412 – –
ZB
849
Zions Bancorporation
Utah
$47.8K 407 +51 +14%
IGWM
850
ICA Group Wealth Management
Colorado
$45.9K 391 +391 New
32 33
34
35 36