SPG icon

Simon Property Group
SPG

Overview Fund Activity

978 hedge funds and large institutions have $32.8B invested in Simon Property Group in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 366 increasing their positions, 357 reducing their positions, and 69 closing their positions.

Holders
978
Holders Change
–
Holders Change %
0%
% of All Funds
15.43%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.28%
New
77
Increased
366
Reduced
357
Closed
69
Calls
$535M
Puts
$292M
Net Calls
+$244M
Net Calls Change
+$50.1M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$2.82B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$543M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$627M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$749M
5
WMSA
5
Weiss Multi-Strategy Advisers
New York
$35M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.34B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$59.2M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$0
4
BlackRock
4
BlackRock
New York
$3.93B
5
OIAM
5
OFI Invest Asset Management
France
$584K
Name Market Value Shares Shares
Change 		Shares
Change %
ATC
926
Adirondack Trust Company
New York
$8.22K 66 – –
QL
927
Quarry LP
New York
$7.04K 61 -135 -69%
FMP
928
Financial Management Professionals
Texas
$7K 60 +23 +62%
BWL
929
Bogart Wealth LLC
Virginia
$6.47K 56 – –
NIC
930
Northwest Investment Counselors
Oregon
$6.47K 56 – –
CAS
931
Coppell Advisory Solutions
Texas
$6.43K 56 +56 New
LF
932
Lee Financial
Texas
$6.12K 53 -27 -34%
OC
933
Oakworth Capital
Alabama
$6.01K 52 – –
WIM
934
Westside Investment Management
California
$5.85K 50 – –
AF
935
Arrow Financial
New York
$5.77K 50 – –
WWP
936
WR Wealth Planners
Missouri
$5.31K 46 +39 +557%
CAM
937
Costello Asset Management
Pennsylvania
$5.2K 45 +3 +7%
SN
938
Sittner & Nelson
Oregon
$5.08K 44 – –
IBOK
939
Independence Bank of Kentucky
Kentucky
$4.62K 40 – –
Kayne Anderson Rudnick Investment Management
940
Kayne Anderson Rudnick Investment Management
California
$4.5K 39 +33 +550%
JGIA
941
Jackson Grant Investment Advisers
Connecticut
$4.39K 38 – –
SVCP
942
Silicon Valley Capital Partners
California
$4.22K 37 +36 +3,600%
CCMI
943
Creative Capital Management Investments
California
$3.81K 33 – –
MSFP
944
Mark Sheptoff Financial Planning
Connecticut
$3.58K 31 – –
DIP
945
DT Investment Partners
Pennsylvania
$3.51K 28 – –
IFAM
946
Institutional & Family Asset Management
Colorado
$3.46K 30 – –
GEA
947
Glen Eagle Advisors
New Jersey
$3.35K 29 – –
SF
948
Safeguard Financial
Wisconsin
$3K 26 +26 New
BG
949
Bollard Group
Massachusetts
$3K 30 +30 New
TAM
950
Tucker Asset Management
Colorado
$2.89K 25 – –
36 37
38
39 40