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Simon Property Group

1,045 hedge funds and large institutions have $42.1B invested in Simon Property Group in 2023 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 343 increasing their positions, 390 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,045
Holders Change
+69
Holders Change %
+7.07%
% of All Funds
15.32%
Holding in Top 10
24
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+60%
% of All Funds
0.35%
New
168
Increased
343
Reduced
390
Closed
85
Calls
$510M
Puts
$505M
Net Calls
+$5.57M
Net Calls Change
-$167M
Name Holding Trade Value Shares
Change
Shares
Change %
VNA
926
Valley National Advisers
Pennsylvania
$43K +$6K +43 +16%
FFL
927
Financial Freedom LLC
Ohio
$41.8K +$428 +3 +1%
BGAI
928
Bruce G. Allen Investments
Colorado
$40.8K +$40.8K +286 New
PTC
929
Private Trust Company
Ohio
$38.8K -$76.7K -538 -66%
KA
930
Kozak & Associates
Colorado
$38.7K +$437 +3 +1%
CAL
931
Capital Advisors Ltd
Ohio
$38K -$2K -14 -5%
AT
932
Arlington Trust
Alabama
$36.9K +$3.71K +26 +11%
HGERS
933
Householder Group Estate & Retirement Specialist
Arizona
$36K -$12.8K -90 -26%
CT
934
Cambridge Trust
Massachusetts
$35.7K
KFI
935
Key Financial Inc
Pennsylvania
$35.2K
PA
936
PSI Advisors
Florida
$34.8K
SAM
937
Smartleaf Asset Management
Massachusetts
$34.5K +$34.5K +239 New
TSWM
938
Tyler-Stone Wealth Management
Ohio
$33.9K
BCMLT
939
Beacon Capital Management LLC (Tennessee)
Tennessee
$33.9K
MAWCM
940
Mine & Arao Wealth Creation & Management
California
$33.7K +$571 +4 +2%
BFPW
941
BOK Financial Private Wealth
Colorado
$33.5K +$33.5K +235 New
AP
942
Arlington Partners
Alabama
$33.2K
HWA
943
HHM Wealth Advisors
Tennessee
$32.2K
DIP
944
DT Investment Partners
Pennsylvania
$31.7K
AWM
945
Avior Wealth Management
Nebraska
$30.5K
OA
946
Operose Advisors
Wisconsin
$30K -$96.3K -675 -76%
VWM
947
Venturi Wealth Management
Texas
$29.8K +$6.56K +46 +28%
NECFA
948
New England Capital Financial Advisors
Connecticut
$28.5K
CIA
949
Cape Investment Advisory
Georgia
$28.2K +$27.4K +192 +3,200%
TWM
950
Tradition Wealth Management
Minnesota
$26K -$84.8K -600 -77%