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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 %
PPWM
926
PFG Private Wealth Management
Florida
$8.51K +$4.14K +37 +95%
ATC
927
Adirondack Trust Company
New York
$7.39K – – –
CG
928
Cutler Group
California
$7K -$117K -1,140 -94%
NIC
929
Northwest Investment Counselors
Oregon
$6.27K – – –
BWL
930
Bogart Wealth LLC
Virginia
$6.27K +$3.36K +30 +115%
OC
931
Oakworth Capital
Alabama
$5.82K – – –
AIP
932
Ahrens Investment Partners
Louisiana
$5.78K +$5.78K +52 New
AF
933
Arrow Financial
New York
$5.6K – – –
WIM
934
Westside Investment Management
California
$5.6K -$2.8K -25 -33%
CAL
935
Capital Advisors Ltd
Ohio
$5K -$27K -259 -84%
SN
936
Sittner & Nelson
Oregon
$4.93K – – –
CAM
937
Costello Asset Management
Pennsylvania
$4.7K +$224 +2 +5%
IBOK
938
Independence Bank of Kentucky
Kentucky
$4.48K – – –
EBA
939
Eagle Bay Advisors
New York
$4.37K -$672 -6 -13%
JGIA
940
Jackson Grant Investment Advisers
Connecticut
$4.26K +$4.26K +38 New
FMP
941
Financial Management Professionals
Texas
$4K -$2.05K -19 -34%
CCMI
942
Creative Capital Management Investments
California
$3.7K – – –
GBT
943
Grove Bank & Trust
Florida
$3.7K +$1.01K +9 +38%
MSFP
944
Mark Sheptoff Financial Planning
Connecticut
$3.47K – – –
IFAM
945
Institutional & Family Asset Management
Colorado
$3.36K – – –
BWM
946
BerganKDV Wealth Management
Minnesota
$3.35K – – –
GEA
947
Glen Eagle Advisors
New Jersey
$3.25K – – –
DIP
948
DT Investment Partners
Pennsylvania
$3.18K – – –
TAM
949
Tucker Asset Management
Colorado
$2.8K – – –
SIS
950
Strategic Investment Solutions
Illinois
$2.6K +$2.6K +23 New
36 37
38
39 40