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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 %
CAM
1001
CenterStar Asset Management
Illinois
– – -4,351 Closed
OTL
1002
Oak Thistle LLC
New York
– – -3,852 Closed
AI
1003
AdvisorShares Investments
Maryland
– – -3,483 Closed
PFS
1004
Prospera Financial Services
Texas
– – -3,475 Closed
TPA
1005
Trivium Point Advisory
Connecticut
– – -3,379 Closed
MHS
1006
M Holdings Securities
Oregon
– – -3,365 Closed
EPA
1007
Element Pointe Advisors
Florida
– – -3,333 Closed
KAS
1008
Kestra Advisory Services
Texas
– – -3,312 Closed
FDS
1009
First Dallas Securities
Texas
– – -3,000 Closed
KFP
1010
KB Financial Partners
New Jersey
– – -2,602 Closed
GI
1011
GAMCO Investors
Connecticut
– – -2,580 Closed
RB
1012
Renasant Bank
Mississippi
– – -2,528 Closed
CC
1013
Cipher Capital
New York
– – -2,375 Closed
WVP
1014
Worth Venture Partners
New Jersey
– – -2,350 Closed
HPM
1015
Hoxton Planning & Management
West Virginia
– – -2,119 Closed
CIA
1016
Cladis Investment Advisory
Montana
– – -2,100 Closed
CAS
1017
CTC Alternative Strategies
Illinois
– – -2,085 Closed
FT
1018
Fiduciary Trust
Massachusetts
– – -2,026 Closed
Empower Advisory Group
1019
Empower Advisory Group
Colorado
– – -1,982 Closed
JWCA
1020
J.W. Cole Advisors
Florida
– – -1,893 Closed
NB
1021
NBT Bank
New York
– – -1,873 Closed
MLA
1022
My Legacy Advisors
Oregon
– – -1,850 Closed
VC
1023
Vicus Capital
Pennsylvania
– – -1,845 Closed
BSW
1024
Buckingham Strategic Wealth
Missouri
– – -1,821 Closed
CWM
1025
Cabot Wealth Management
Massachusetts
– – -1,820 Closed
39 40
41
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