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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
0.36%
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 %
ANBT
851
American National Bank & Trust
Texas
$45K 382 +2 +0.5%
QC
852
Quent Capital
New York
$45K 382 -10 -3%
HI
853
Hoey Investments
Pennsylvania
$44.1K 375 – –
PTC
854
Private Trust Company
Ohio
$44K 378 +13 +4%
KA
855
Kozak & Associates
Colorado
$42K 358 – –
TFS
856
TrustCore Financial Services
Tennessee
$41.1K 350 – –
HWMA
857
Heritage Wealth Management (Arizona)
Arizona
$41.1K 350 +275 +367%
CWM
858
Compass Wealth Management
Connecticut
$40.5K 345 +345 New
LS
859
Livforsakringsbolaget Skandia
Sweden
$40.4K 344 – –
BC
860
Burleson & Co
California
$40K 341 – –
TCA
861
Trifecta Capital Advisors
Illinois
$39.4K 335 +335 New
BWM
862
Baystate Wealth Management
Massachusetts
$39K 331 +5 +2%
Jones Financial Companies
863
Jones Financial Companies
Missouri
$39K 330 +86 +35%
CA
864
CoreCap Advisors
Michigan
$38.3K 325 +325 New
AIM
865
Anchor Investment Management
South Carolina
$38.2K 325 -48 -13%
GRP
866
Global Retirement Partners
California
$38K 323 -126 -28%
MAWCM
867
Mine & Arao Wealth Creation & Management
California
$37.4K 318 +6 +2%
BCMLT
868
Beacon Capital Management LLC (Tennessee)
Tennessee
$36.9K 314 +95 +43%
JWA
869
JFS Wealth Advisors
Pennsylvania
$36.4K 310 – –
WOSD
870
WFA of San Diego
California
$35.6K 303 +303 New
CHA
871
Carmichael Hill & Associates
Maryland
$35.2K 300 – –
C
872
Covestor
United Kingdom
$31K 265 -208 -44%
BBHC
873
Brown Brothers Harriman & Co
New York
$30.1K 256 – –
TSWM
874
Tyler-Stone Wealth Management
Ohio
$28K 238 – –
TWA
875
TCI Wealth Advisors
Arizona
$27.8K 237 +171 +259%
33 34
35
36 37