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Simon Property Group
SPG

Overview Fund Activity

988 hedge funds and large institutions have $33B invested in Simon Property Group in 2022 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 366 increasing their positions, 325 reducing their positions, and 76 closing their positions.

Holders
988
Holders Change
+74
Holders Change %
+8.1%
% of All Funds
15.94%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.36%
New
164
Increased
366
Reduced
325
Closed
76
Calls
$548M
Puts
$420M
Net Calls
+$129M
Net Calls Change
+$106M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$401M
2
Norges Bank
2
Norges Bank
Norway
$808M
3
Deutsche Bank
3
Deutsche Bank
Germany
$366M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$575M
5
American Century Companies
5
American Century Companies
Missouri
$67.7M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$2.52B
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$453M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$388M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$867M
5
BlackRock
5
BlackRock
New York
$4.11B
Name Market Value Shares Shares
Change 		Shares
Change %
RBC
926
Romano Brothers & Co
Illinois
$11.7K 100 +100 New
MYAM
927
Meiji Yasuda Asset Management
Japan
$11.7K 99,455 -452 -0.5%
SSB
928
Sandy Spring Bank
Maryland
$11.6K 98 +1 +1%
LOIM
929
Liberty One Investment Management
Illinois
$11.5K 98 +2 +2%
CAC
930
Core Alternative Capital
Georgia
$11.1K 95 – –
CAL
931
Capital Advisors Ltd
Ohio
$11K 307 +259 +540%
CSPIA
932
Cary Street Partners Investment Advisory
Virginia
$10.9K 93 +93 New
WTA
933
Washington Trust Advisors
Massachusetts
$10.8K 92 +39 +74%
FWM
934
Focused Wealth Management
New York
$10.6K 91 +11 +14%
KFI
935
Key Financial Inc
Pennsylvania
$10.2K 114 – –
AWM
936
Abound Wealth Management
Tennessee
$10.1K 86 – –
LF
937
Lee Financial
Texas
$10.1K 86 -24 -22%
CTA
938
Colonial Trust Advisors
South Carolina
$9.99K 85 +85 New
FA
939
Fiduciary Alliance
South Carolina
$9.75K 83 +83 New
CFFP
940
Center for Financial Planning
Michigan
$8.93K 76 – –
WIM
941
Westside Investment Management
California
$8.82K 75 – –
EE
942
EWG Elevate
California
$8.34K 71 +71 New
SIC
943
Salem Investment Counselors
North Carolina
$7.99K 68 -250 -79%
ATC
944
Adirondack Trust Company
New York
$7.75K 66 – –
IAA
945
Independent Advisor Alliance
North Carolina
$7.42K 63,179 -12,085 -16%
FMP
946
Financial Management Professionals
Texas
$7K 56 +24 +75%
ADL
947
Asset Dedication LLC
California
$7K 59 +53 +883%
NIC
948
Northwest Investment Counselors
Oregon
$6.58K 56 – –
OC
949
Oakworth Capital
Alabama
$6.11K 52 – –
AF
950
Arrow Financial
New York
$6K 50 – –
36 37
38
39 40