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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 %
RTL
951
Red Tortoise LLC
Georgia
$2.58K – – –
MA
952
MCF Advisors
Kentucky
$2.46K – – –
YDMI
953
Y.D. More Investments
Israel
$2.24K +$784 +7 +54%
PWMG
954
Prestige Wealth Management Group
New Jersey
$2.02K – – –
TFA
955
Toth Financial Advisory
Virginia
$2.02K +$2.02K +18 New
CAM
956
ClariVest Asset Management
California
$2K – – –
HPC
957
HM Payson & Co
Maine
$1.9K +$1.9K +17 New
TF
958
Tompkins Financial
New York
$1.68K – – –
TFM
959
TFC Financial Management
Massachusetts
$1.57K +$672 +6 +75%
VCM
960
Versant Capital Management
Arizona
$1.34K – – –
FCA
961
Fortis Capital Advisors
Kansas
$1.12K +$1.12K +10 New
MFT
962
Moisand Fitzgerald Tamayo
Florida
$1.01K – – –
UFF
963
USA Financial Formulas
Michigan
$1.01K +$1.01K +9 New
AW
964
Avion Wealth
Texas
$1K +$833 +10 +500%
ECM
965
Everence Capital Management
Indiana
$948 – – –
DWA
966
Delos Wealth Advisors
Texas
$896 – – –
WWP
967
WR Wealth Planners
Missouri
$784 +$784 +7 New
Kayne Anderson Rudnick Investment Management
968
Kayne Anderson Rudnick Investment Management
California
$672 +$672 +6 New
CIA
969
Cape Investment Advisory
Georgia
$672 +$672 +6 New
MTIC
970
Missouri Trust & Investment Company
Missouri
$560 – – –
GI
971
Gradient Investments
Minnesota
$532 -$319 -3 -38%
FGAM
972
Financial Gravity Asset Management
Texas
$385 -$17 -5 -4%
PMFA
973
Plante Moran Financial Advisors
Michigan
$224 – – –
SWA
974
SOA Wealth Advisors
New York
$112 -$19K -170 -99%
SVCP
975
Silicon Valley Capital Partners
California
$111 – – –
37 38
39
40 41