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Simon Property Group
SPG

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$816M
2
Norges Bank
Norges Bank
Norway
+$802M
3
PAM
Panagora Asset Management
Massachusetts
+$95.1M
4
Barclays
Barclays
United Kingdom
+$91.1M
5
State Street
State Street
Massachusetts
+$70.8M

Top Sellers

1
Northern Trust
Northern Trust
Illinois
-$109M
2
Cohen & Steers
Cohen & Steers
New York
-$68.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$65.9M
4
Principal Financial Group
Principal Financial Group
Iowa
-$58.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$58.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
976
Bartlett & Co
Ohio
$15K – – –
GIS
977
Grayhawk Investment Strategies
Alberta, Canada
$15K – – –
DWMG
978
DB Wealth Management Group
California
$14.3K – – –
PWA
979
Provenance Wealth Advisors
Florida
$14.3K +$14.3K +100 New
AA
980
Ancora Advisors
Ohio
$13.8K +$13.8K +97 New
FMP
981
Financial Management Professionals
Texas
$13K – – –
WTA
982
Washington Trust Advisors
Massachusetts
$12.8K – – –
CTA
983
Colonial Trust Advisors
South Carolina
$12K – – –
FDCP
984
Foster Dykema Cabot & Partners
Massachusetts
$11.8K +$11.8K +83 New
1832 Asset Management
985
1832 Asset Management
Ontario, Canada
$10.8K – – –
CFFP
986
Center for Financial Planning
Michigan
$10.8K – – –
FFO
987
Fortitude Family Office
Arizona
$10.7K +$10.7K +75 New
PWMG
988
Private Wealth Management Group
New Jersey
$10.4K +$10.4K +73 New
BWL
989
Bogart Wealth LLC
Virginia
$10.3K – – –
ADL
990
Asset Dedication LLC
California
$10K – – –
RFG
991
RFP Financial Group
Georgia
$9.99K -$10.8K -76 -52%
CAS
992
Coppell Advisory Solutions
Texas
$9.84K +$9.84K +69 New
ATC
993
Adirondack Trust Company
New York
$9.78K – – –
Kayne Anderson Rudnick Investment Management
994
Kayne Anderson Rudnick Investment Management
California
$9.45K +$3.87K +27 +69%
BIA
995
Bell Investment Advisors
California
$8.7K -$3.85K -27 -31%
AP
996
Aspect Partners
Virginia
$8.13K +$8.13K +57 New
PA
997
Pineridge Advisors
Missouri
$7.56K +$7.56K +53 New
OC
998
Oakworth Capital
Alabama
$7.42K – – –
CAM
999
Costello Asset Management
Pennsylvania
$7.28K +$143 +1 +2%
GIM
1000
Gold Investment Management
Alberta, Canada
$6.42K +$6.42K +45 New
38 39
40
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