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Simon Property Group
SPG

Overview Fund Activity

1,118 hedge funds and large institutions have $46.6B invested in Simon Property Group in 2024 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 428 increasing their positions, 388 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,118
Holders Change
+26
Holders Change %
+2.38%
% of All Funds
16.17%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.32%
New
116
Increased
428
Reduced
388
Closed
76
Calls
$416M
Puts
$305M
Net Calls
+$111M
Net Calls Change
+$31.6M

Top Buyers

1
UBS AM
UBS AM
Illinois
+$464M
2
BlackRock
BlackRock
New York
+$320M
3
Los Angeles Capital Management
Los Angeles Capital Management
California
+$168M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$111M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$107M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$175M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$145M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$119M
4
Cohen & Steers
Cohen & Steers
New York
-$73.1M
5
SFC
Strategic Financial Concepts
Texas
-$71.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFC
976
First Financial Corp
Indiana
$67.6K – – –
BWP
977
Baldwin Wealth Partners
Massachusetts
$65.9K +$65.9K +390 New
AAP
978
Arax Advisory Partners
Colorado
$60.2K +$26.7K +158 +80%
NA
979
Nordwand Advisors
Pennsylvania
$58.5K – – –
CWM
980
Compass Wealth Management
Connecticut
$58.3K – – –
QC
981
Quent Capital
New York
$58.1K -$4.21K -25 -7%
CAL
982
Capital Advisors Ltd
Ohio
$58K +$168 +1 +0.3%
DAM
983
Delta Asset Management
Tennessee
$57.5K -$11.2K -66 -16%
HI
984
Hoey Investments
Pennsylvania
$56.9K – – –
AIM
985
Anchor Investment Management
South Carolina
$56.5K – – –
CA
986
Centerpoint Advisors
Massachusetts
$55K – – –
IWP
987
IAG Wealth Partners
Wisconsin
$53.2K – – –
WI
988
Wintrust Investments
Illinois
$53K -$479K -2,844 -90%
KA
989
Kozak & Associates
Colorado
$52.9K +$700 +4 +1%
FPF
990
First Pacific Financial
Washington
$52.7K – – –
CHA
991
Carmichael Hill & Associates
Maryland
$52.5K – – –
ANBT
992
American National Bank & Trust
Texas
$52.4K -$338 -2 -0.6%
EDRH
993
Edmond de Rothschild Holding
Switzerland
$52.4K – – –
ATS
994
Ashton Thomas Securities
New York
$52.2K +$52.2K +309 New
HGERS
995
Householder Group Estate & Retirement Specialist
Arizona
$52K – – –
FFL
996
Financial Freedom LLC
Ohio
$51.5K +$676 +4 +1%
OPTFSNA
997
Old Point Trust & Financial Services N A
Virginia
$50.7K – – –
RA
998
Rise Advisors
New York
$47.9K +$675 +4 +1%
AWM
999
Avior Wealth Management
Nebraska
$46.8K +$1.86K +11 +4%
ITIM
1000
Indiana Trust & Investment Management
Indiana
$44.8K – – –
38 39
40
41 42