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Simon Property Group
SPG

Overview Fund Activity

976 hedge funds and large institutions have $31B invested in Simon Property Group in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 350 increasing their positions, 355 reducing their positions, and 80 closing their positions.

Holders
976
Holders Change
-2
Holders Change %
-0.2%
% of All Funds
15.56%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.24%
New
84
Increased
350
Reduced
355
Closed
80
Calls
$456M
Puts
$284M
Net Calls
+$172M
Net Calls Change
-$71.7M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$1.33B
2
Goldman Sachs
2
Goldman Sachs
New York
$328M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$921M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$525M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$69.4M

Top Sellers

1
ICA
1
Infrastructure Capital Advisors
New York
$1.11M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$31.8M
3
Deutsche Bank
3
Deutsche Bank
Germany
$240M
4
Cohen & Steers
4
Cohen & Steers
New York
$2.53B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$641M
Name Market Value Shares Shares
Change 		Shares
Change %
HCM
901
Highlander Capital Management
New Jersey
$12K 109 – –
BC
902
Bartlett & Co
Ohio
$12K 107 – –
AWM
903
Abound Wealth Management
Tennessee
$12K 111 -11 -9%
RA
904
Rise Advisors
New York
$11.8K 110 +2 +2%
RAM
905
Riggs Asset Management
Pennsylvania
$11.8K 109 – –
PO
906
Private Ocean
California
$11.8K 109 – –
BCWM
907
Bartlett & Co Wealth Management
Ohio
$11.6K 107 – –
GIS
908
Grayhawk Investment Strategies
Alberta, Canada
$11.3K 105 – –
GKIM
909
GW&K Investment Management
Massachusetts
$11K 99 +7 +8%
DWMG
910
DB Wealth Management Group
California
$10.8K 100 – –
SCA
911
Stonebridge Capital Advisors
Minnesota
$10.8K 100 – –
WB
912
Webster Bank
Connecticut
$10.8K 100 – –
FMP
913
Financial Management Professionals
Texas
$10K 88 +28 +47%
CG
914
Cutler Group
California
$10K 100 +100 New
WTA
915
Washington Trust Advisors
Massachusetts
$9.72K 90 – –
BIA
916
Bell Investment Advisors
California
$9.51K 88 -20 -19%
JFA
917
JNBA Financial Advisors
Minnesota
$9.4K 87 +87 New
CTA
918
Colonial Trust Advisors
South Carolina
$9.08K 84 – –
CFFP
919
Center for Financial Planning
Michigan
$8.21K 76 – –
1832 Asset Management
920
1832 Asset Management
Ontario, Canada
$8.21K 76 -2 -3%
RL
921
Rogco LP
Oklahoma
$8.1K 75 +75 New
ADL
922
Asset Dedication LLC
California
$8K 73 +70 +2,333%
BWL
923
Bogart Wealth LLC
Virginia
$7.78K 72 +16 +29%
FCA
924
FinTrust Capital Advisors
South Carolina
$7.56K 70 -30 -30%
TCA
925
Trifecta Capital Advisors
Illinois
$7.35K 68 +68 New
35 36
37
38 39