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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 %
SWA
976
SOA Wealth Advisors
New York
$115 1 – –
JPMPWA
977
J.P. Morgan Private Wealth Advisors
California
– – -684,968 Closed
CCM
978
Candlestick Capital Management
Connecticut
– – -225,000 Closed
TC
979
TwinBeech Capital
New York
– – -107,702 Closed
LIP
980
Lighthouse Investment Partners
Florida
– – -60,000 Closed
LSA
981
L & S Advisors
California
– – -43,419 Closed
KWM
982
Kingsview Wealth Management
Oregon
– – -25,715 Closed
TCPG
983
Trivant Custom Portfolio Group
California
– – -23,394 Closed
APWM
984
Argonautica Private Wealth Management
Massachusetts
– – -21,944 Closed
EGM
985
Engineers Gate Manager
New York
– – -19,024 Closed
DEA
986
DoubleLine ETF Adviser
Florida
– – -16,475 Closed
JC
987
Joho Capital
New York
– – -13,970 Closed
EAM
988
Eagle Asset Management
Florida
– – -13,033 Closed
ACM
989
Adelante Capital Management
California
$0 561,653 -12,502 -2%
IAIM
990
Industrial Alliance Investment Management
Quebec, Canada
– – -11,753 Closed
MAM
991
Morse Asset Management
Connecticut
– – -11,485 Closed
CSS
992
Cubist Systematic Strategies
Connecticut
– – -11,161 Closed
LP
993
LMR Partners
United Kingdom
– – -9,508 Closed
FAIM
994
Financial Advocates Investment Management
Washington
– – -9,228 Closed
RBA
995
Richard Bernstein Advisors
New York
– – -8,729 Closed
WG
996
Winton Group
United Kingdom
– – -8,726 Closed
AFA
997
Abacus FCF Advisors
Florida
– – -7,806 Closed
SFS
998
Sowell Financial Services
Arkansas
– – -4,645 Closed
BCM
999
Bayesian Capital Management
New York
– – -4,509 Closed
AS
1000
Altshuler Shaham
Israel
– – -4,200 Closed
38 39
40
41 42