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Simon Property Group
SPG

Overview Fund Activity

978 hedge funds and large institutions have $31.8B invested in Simon Property Group in 2023 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 394 increasing their positions, 332 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
978
Holders Change
-10
Holders Change %
-1.01%
% of All Funds
15.65%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.27%
New
95
Increased
394
Reduced
332
Closed
79
Calls
$627M
Puts
$433M
Net Calls
+$194M
Net Calls Change
+$64.9M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$227M
2
Cohen & Steers
Cohen & Steers
New York
$2.53B
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$121M
4
Invesco
Invesco
Georgia
$258M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$910M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$663M
2
Morgan Stanley
Morgan Stanley
New York
$668M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$495M
4
HRES
Heitman Real Estate Securities
Illinois
$19.6M
5
BlackRock
BlackRock
New York
$3.88B
Name Holding Trade Value Shares
Change 		Shares
Change %
WAS
901
Winch Advisory Services
Wisconsin
$15K – – –
RA
902
Rise Advisors
New York
$14.8K +$225 +2 +2%
Commonwealth Equity Services
903
Commonwealth Equity Services
Massachusetts
$13.7K -$3.09K -27,599 -18%
HS
904
Horan Securities
United States
$13.3K -$3.24K -29 -20%
AAP
905
Arax Advisory Partners
Colorado
$13.2K +$223 +2 +2%
OA
906
Operose Advisors
Wisconsin
$12.3K – – –
PO
907
Private Ocean
California
$12.2K – – –
RAM
908
Riggs Asset Management
Pennsylvania
$12.2K +$12.2K +109 New
HCM
909
Highlander Capital Management
New Jersey
$12K – – –
FCA
910
FinTrust Capital Advisors
South Carolina
$11.7K – – –
WB
911
Webster Bank
Connecticut
$11.2K – – –
DWMG
912
DB Wealth Management Group
California
$11.2K – – –
LOIM
913
Liberty One Investment Management
Illinois
$11.1K +$112 +1 +1%
BIA
914
Bell Investment Advisors
California
$10.9K -$4.03K -36 -27%
AA
915
Ancora Advisors
Ohio
$10.9K -$672 -6 -6%
FWM
916
Focused Wealth Management
New York
$10.8K +$670 +6 +7%
CSPIA
917
Cary Street Partners Investment Advisory
Virginia
$10.4K – – –
WTA
918
Washington Trust Advisors
Massachusetts
$10.1K -$224 -2 -2%
HIIFS
919
Harel Insurance Investments & Financial Services
Israel
$10K -$4.44K -40 -31%
AWM
920
Abound Wealth Management
Tennessee
$9.74K +$112 +1 +1%
JFA
921
JNBA Financial Advisors
Minnesota
$9.74K +$9.74K +87 New
CTA
922
Colonial Trust Advisors
South Carolina
$9.41K -$112 -1 -1%
LF
923
Lee Financial
Texas
$8.96K -$672 -6 -7%
1832 Asset Management
924
1832 Asset Management
Ontario, Canada
$8.73K +$8.73K +78 New
CFFP
925
Center for Financial Planning
Michigan
$8.51K – – –
35 36
37
38 39