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Simon Property Group
SPG

Overview Fund Activity

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

Top Buyers

1
UBS AM
UBS AM
Illinois
+$464M
2
BlackRock
BlackRock
New York
+$320M
3
Los Angeles Capital Management
Los Angeles Capital Management
California
+$168M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$111M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$107M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$175M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$145M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$119M
4
Cohen & Steers
Cohen & Steers
New York
-$73.1M
5
SFC
Strategic Financial Concepts
Texas
-$71.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWM
851
Napa Wealth Management
California
$261K +$261K +1,547 New
VC
852
Vicus Capital
Pennsylvania
$260K -$160K -946 -38%
DWA
853
Dorsey Wright & Associates
California
$260K -$1.01K -6 -0.4%
GRP
854
Global Retirement Partners
California
$260K +$109K +642 +72%
FB
855
First Bancorp
Maine
$258K – – –
SQA
856
Simon Quick Advisors
New Jersey
$257K +$30.4K +180 +13%
LA
857
Legacy Advisors
Pennsylvania
$255K +$17.1K +101 +7%
FT
858
Fiduciary Trust
Massachusetts
$254K -$1.52K -9 -0.6%
CIC
859
Carnegie Investment Counsel
Ohio
$254K – – –
LC
860
Lavaca Capital
Texas
$254K – – –
HCMG
861
Howard Capital Management Group
California
$252K – – –
KWM
862
Kingsview Wealth Management
Oregon
$252K -$25.5K -151 -9%
MAM
863
Martingale Asset Management
Massachusetts
$250K -$621K -3,676 -71%
TIAA Trust, National Association
864
TIAA Trust, National Association
North Carolina
$250K -$31.1K -184 -11%
BWP
865
BSW Wealth Partners
Colorado
$248K +$248K +1,468 New
SDWIA
866
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$248K – – –
PCM
867
Prelude Capital Management
New York
$246K +$246K +1,455 New
FHA
868
First Horizon Advisors
Tennessee
$245K -$1.69K -10 -0.7%
PFG
869
PAX Financial Group
Texas
$245K -$13.9K -82 -5%
USCWA
870
U.S. Capital Wealth Advisors
Texas
$245K +$20.6K +122 +9%
PP
871
PDS Planning
Ohio
$244K +$8.28K +49 +4%
TPCW
872
TD Private Client Wealth
New York
$243K +$5.92K +35 +3%
BPWM
873
Badgley Phelps Wealth Managers
Washington
$242K +$242K +1,433 New
BCG
874
Breakwater Capital Group
New Jersey
$242K +$9.13K +54 +4%
SIM
875
Sentry Investment Management
Wisconsin
$241K – – –
33 34
35
36 37