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Simon Property Group
SPG

Overview Fund Activity

1,007 hedge funds and large institutions have $37.5B invested in Simon Property Group in 2022 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 406 increasing their positions, 353 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,007
Holders Change
-35
Holders Change %
-3.36%
% of All Funds
15.94%
Holding in Top 10
18
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-41.94%
% of All Funds
0.28%
New
104
Increased
406
Reduced
353
Closed
131
Calls
$603M
Puts
$601M
Net Calls
+$2.05M
Net Calls Change
+$478M

Top Buyers

1
State Street
State Street
Massachusetts
+$284M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$243M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$89M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$67.3M
5
AssetMark Inc
AssetMark Inc
California
+$65.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$218M
2
Deutsche Bank
Deutsche Bank
Germany
-$207M
3
SOMRS
State of Michigan Retirement System
Michigan
-$144M
4
BlackRock
BlackRock
New York
-$126M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$97.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSWM
901
Tyler-Stone Wealth Management
Ohio
$31K – – –
ZB
902
Zions Bancorporation
Utah
$30K -$9.29K -70 -24%
VNA
903
Valley National Advisers
Pennsylvania
$30K – – –
CJL
904
Cyrus J. Lawrence
New York
$29K +$29K +218 New
BCMLT
905
Beacon Capital Management LLC (Tennessee)
Tennessee
$29K +$29K +219 New
EW
906
Evoke Wealth
California
$28K -$259K -1,971 -90%
BCWM
907
Bartlett & Co Wealth Management
Ohio
$27.2K +$27.2K +207 New
HCP
908
Hexagon Capital Partners
Arkansas
$27K – – –
BC
909
Bartlett & Co
Ohio
$27K +$27K +207 New
IAIM
910
Industrial Alliance Investment Management
Quebec, Canada
$25K -$26.1K -196 -51%
TWM
911
Tradition Wealth Management
Minnesota
$25K +$25K +190 New
EARNEST Partners
912
EARNEST Partners
Georgia
$23K – – –
TWA
913
TCI Wealth Advisors
Arizona
$22K – – –
ATC
914
Adirondack Trust Company
New York
$21K – – –
PO
915
Private Ocean
California
$21K – – –
AP
916
Atwood & Palmer
Missouri
$20K – – –
DI
917
Disciplined Investments
Oklahoma
$20K – – –
CCA
918
Column Capital Advisors
Indiana
$20K +$1.68K +13 +9%
MAM
919
McCarthy Asset Management
California
$18K +$134 +1 +0.8%
WPA
920
West Paces Advisors
Georgia
$17.5K +$1.58K +12 +10%
WAS
921
Winch Advisory Services
Wisconsin
$17K +$135 +1 +0.8%
DFCM
922
Dark Forest Capital Management
Puerto Rico
$17K +$2.92K +23 +21%
WB
923
Webster Bank
Connecticut
$16K -$41.2K -309 -72%
FF
924
FourThought Financial
Florida
$16K -$3.84K -30 -19%
CAGAS
925
Capital Advisory Group Advisory Services
Minnesota
$16K +$16K +120 New
35 36
37
38 39