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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 %
MA
951
MCF Advisors
Kentucky
$2.38K 22 – –
AIC
952
Archer Investment Corporation
Indiana
$2.16K 20 – –
SL
953
Salomon & Ludwin
Virginia
$2.16K 20 +20 New
CAM
954
ClariVest Asset Management
California
$2K 18 +4 +29%
PWMG
955
Prestige Wealth Management Group
New Jersey
$1.95K 18 – –
MIM
956
Macroview Investment Management
Maryland
$1.73K 16 +16 New
TFM
957
TFC Financial Management
Massachusetts
$1.51K 14 – –
Fuller & Thaler Asset Management
958
Fuller & Thaler Asset Management
California
$1.39K 13 -33,131 -100%
VCM
959
Versant Capital Management
Arizona
$1.3K 12 – –
AW
960
Avion Wealth
Texas
$1K 19 +7 +58%
MFT
961
Moisand Fitzgerald Tamayo
Florida
$973 9 – –
UFF
962
USA Financial Formulas
Michigan
$972 9 – –
ECM
963
Everence Capital Management
Indiana
$915 8,469 – –
DWA
964
Delos Wealth Advisors
Texas
$908 8 – –
FSWA
965
Financial Synergies Wealth Advisors
Texas
$757 7 +7 New
CIA
966
Cape Investment Advisory
Georgia
$648 6 – –
SFA
967
Semmax Financial Advisors
North Carolina
$588 5 +5 New
WWM
968
Wolff Wiese Magana
California
$541 5 – –
CPG
969
Cornerstone Planning Group
New Jersey
$432 4 +4 New
TIM
970
Tortoise Investment Management
New York
$432 4 +4 New
FGAM
971
Financial Gravity Asset Management
Texas
$335 3 -112 -97%
SPWM
972
Spartan Planning & Wealth Management
North Carolina
$324 3 +3 New
RCM
973
Raleigh Capital Management
North Carolina
$300 3 +3 New
PMFA
974
Plante Moran Financial Advisors
Michigan
$216 2 – –
GA
975
GoalVest Advisory
New York
$216 2 +2 New
37 38
39
40 41