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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 %
Jones Financial Companies
951
Jones Financial Companies
Missouri
$2.77K 24 -205 -90%
EBA
952
Eagle Bay Advisors
New York
$2.77K 24 -15 -38%
GBT
953
Grove Bank & Trust
Florida
$2.77K 24 -9 -27%
RTL
954
Red Tortoise LLC
Georgia
$2.66K 23 – –
MA
955
MCF Advisors
Kentucky
$2.54K 22 – –
Credit Agricole
956
Credit Agricole
France
$2.43K 21 +21 New
YDMI
957
Y.D. More Investments
Israel
$2.31K 20 – –
AIC
958
Archer Investment Corporation
Indiana
$2.31K 20 +20 New
GI
959
Gradient Investments
Minnesota
$2.17K 19 +14 +280%
PWMG
960
Prestige Wealth Management Group
New Jersey
$2.08K 18 – –
CAM
961
ClariVest Asset Management
California
$2K 14 – –
HPC
962
HM Payson & Co
Maine
$1.96K 17 – –
TF
963
Tompkins Financial
New York
$1.73K 15 – –
TFM
964
TFC Financial Management
Massachusetts
$1.62K 14 – –
CCP
965
Cunning Capital Partners
North Carolina
– – -15,565 Closed
VCM
966
Versant Capital Management
Arizona
$1.39K 12 – –
HT
967
Headlands Technologies
Illinois
$1.39K 12 +12 New
IGWM
968
ICA Group Wealth Management
Colorado
$1.27K 11 -380 -97%
MFT
969
Moisand Fitzgerald Tamayo
Florida
$1.04K 9 – –
UFF
970
USA Financial Formulas
Michigan
$1.04K 9 – –
PVH
971
Psagot Value Holdings
Israel
$1K 5 +5 New
DWA
972
Delos Wealth Advisors
Texas
$924 8 – –
CIA
973
Cape Investment Advisory
Georgia
$693 6 – –
WWM
974
Wolff Wiese Magana
California
$578 5 +5 New
PMFA
975
Plante Moran Financial Advisors
Michigan
$231 2 – –
37 38
39
40 41