SPG icon

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 %
LF
926
Lee Financial
Texas
$15K -$4.61K -35 -23%
HS
927
Horan Securities
United States
$15K -$1.65K -13 -10%
KFI
928
Key Financial Inc
Pennsylvania
$15K – – –
AAP
929
Arax Advisory Partners
Colorado
$15K +$136 +1 +0.9%
NSB
930
Norway Savings Bank
Maine
$14K -$2K -15 -13%
CBT
931
CoreFirst Bank & Trust
Kansas
$14K – – –
HCM
932
Highlander Capital Management
New Jersey
$14K – – –
TCM
933
Tradewinds Capital Management
Washington
$14K +$136 +1 +1%
SQA
934
Simon Quick Advisors
New Jersey
$14K +$642 +5 +5%
PCOC
935
Power Corp of Canada
Canada
$14K +$14K +105 New
OA
936
Operose Advisors
Wisconsin
$14K +$14K +110 New
WWM
937
Westwood Wealth Management
California
$13.8K +$13.8K +105 New
SWA
938
Sutton Wealth Advisors
Florida
$13K – – –
TFO
939
Tarbox Family Office
California
$13K -$10.3K -77 -44%
TFA
940
Toth Financial Advisory
Virginia
$13K – – –
FCA
941
FinTrust Capital Advisors
South Carolina
$13K – – –
DWMG
942
DB Wealth Management Group
California
$13K – – –
IHWM
943
Iron Horse Wealth Management
Iowa
$13K +$13K +100 New
BONH
944
Bank of New Hampshire
New Hampshire
$13K +$13K +102 New
LOIM
945
Liberty One Investment Management
Illinois
$12K -$221K -1,716 -95%
SSB
946
Sandy Spring Bank
Maryland
$12K +$255 +2 +2%
TAIM
947
TD Ameritrade Investment Management
Nebraska
$11K – – –
CFN
948
Cordasco Financial Network
Florida
$10K – – –
CFFP
949
Center for Financial Planning
Michigan
$10K – – –
CAC
950
Core Alternative Capital
Georgia
$10K +$3.7K +27 +59%
36 37
38
39 40