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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
15.57%
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 %
ATC
926
Adirondack Trust Company
New York
$7.13K 66 – –
NIC
927
Northwest Investment Counselors
Oregon
$6.05K 56 – –
LF
928
Lee Financial
Texas
$5.73K 53 – –
OC
929
Oakworth Capital
Alabama
$5.62K 52 – –
NC
930
NewSquare Capital
Pennsylvania
$5.51K 51 +51 New
AF
931
Arrow Financial
New York
$5.4K 50 – –
CAM
932
Costello Asset Management
Pennsylvania
$5.4K 50 +5 +11%
WWP
933
WR Wealth Planners
Missouri
$4.97K 46 – –
PPWM
934
PFG Private Wealth Management
Florida
$4.86K 45 -112 -71%
SN
935
Sittner & Nelson
Oregon
$4.75K 44 – –
IBOK
936
Independence Bank of Kentucky
Kentucky
$4.32K 40 – –
CT
937
Colonial Trust
South Carolina
$4.32K 40 +40 New
Kayne Anderson Rudnick Investment Management
938
Kayne Anderson Rudnick Investment Management
California
$4.21K 39 – –
JGIA
939
Jackson Grant Investment Advisers
Connecticut
$4.11K 38 – –
VF
940
VitalStone Financial
Texas
$4K 31 -166 -84%
SVCP
941
Silicon Valley Capital Partners
California
$3.91K 36 -1 -3%
CCMI
942
Creative Capital Management Investments
California
$3.57K 33 – –
MSFP
943
Mark Sheptoff Financial Planning
Connecticut
$3.35K 31 – –
IFAM
944
Institutional & Family Asset Management
Colorado
$3.24K 30 – –
GEA
945
Glen Eagle Advisors
New Jersey
$3.13K 29 – –
TAM
946
Tucker Asset Management
Colorado
$2.7K 25 – –
GI
947
Gradient Investments
Minnesota
$2.67K 25 +6 +32%
Jones Financial Companies
948
Jones Financial Companies
Missouri
$2.59K 24 – –
EBA
949
Eagle Bay Advisors
New York
$2.59K 24 – –
RTL
950
Red Tortoise LLC
Georgia
$2.49K 23 – –
36 37
38
39 40