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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 %
LC
826
Lavaca Capital
Texas
$214K +$214K +1,500 New
HCMG
827
Howard Capital Management Group
California
$213K
FHA
828
First Horizon Advisors
Tennessee
$210K -$2.57K -18 -1%
SMA
829
Sage Mountain Advisors
Georgia
$210K +$210K +1,470 New
ACM
830
AlphaStar Capital Management
North Carolina
$209K +$209K +1,468 New
SDWIA
831
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$209K +$209K +1,467 New
AAIS
832
ABN AMRO Investment Solutions
$207K +$207K +1,449 New
DWA
833
Delap Wealth Advisory
Oregon
$204K +$204K +1,433 New
CPP
834
Capasso Planning Partners
South Carolina
$204K +$204K +1,431 New
IAP
835
Indie Asset Partners
Indiana
$203K +$203K +1,423 New
BF
836
Blankinship & Foster
California
$203K +$203K +1,422 New
FCP
837
Fidelis Capital Partners
Florida
$202K +$202K +1,419 New
CLOS
838
Compagnie Lombard Odier SCmA
Switzerland
$200K -$284K -1,994 -59%
BFA
839
BBJS Financial Advisors
Washington
$200K -$718K -5,033 -78%
CTC
840
Central Trust Company
Missouri
$193K
AEPWM
841
Atlantic Edge Private Wealth Management
Florida
$193K +$193K +1,350 New
DGAM
842
Desjardins Global Asset Management
Quebec, Canada
$187K -$54.5K -382 -23%
A
843
AJOVista
Massachusetts
$187K +$187K +1,308 New
LCM
844
Logan Capital Management
Pennsylvania
$181K
PFBT
845
Parkside Financial Bank & Trust
Missouri
$171K +$65.6K +460 +62%
TIM
846
Thompson Investment Management
Wisconsin
$163K +$2.43K +17 +2%
MCM
847
MV Capital Management
Maryland
$163K +$3.42K +24 +2%
CA
848
Clearstead Advisors
Ohio
$156K -$150K -1,053 -49%
Capstone Investment Advisors
849
Capstone Investment Advisors
New York
$154K -$1.85M -13,003 -92%
M
850
MOTCO
Texas
$146K