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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 %
CA
1001
Crewe Advisors
Utah
$44.5K +$676 +4 +2%
ZB
1002
Zions Bancorporation
Utah
$43.8K -$2.37K -14 -5%
KFI
1003
Key Financial Inc
Pennsylvania
$43.1K +$1.35K +8 +3%
TCPG
1004
Trivant Custom Portfolio Group
California
$42.3K +$42.3K +250 New
EB
1005
Eastern Bank
Massachusetts
$42.3K +$42.3K +250 New
SIC
1006
Salem Investment Counselors
North Carolina
$42.1K +$13.5K +80 +47%
PA
1007
PSI Advisors
Florida
$41.2K – – –
MCM
1008
MV Capital Management
Maryland
$41.1K -$169 -1 -0.4%
BFPW
1009
BOK Financial Private Wealth
Colorado
$39.7K – – –
AT
1010
Arlington Trust
Alabama
$39.4K – – –
BWL
1011
Bogart Wealth LLC
Virginia
$38.7K – – –
DIP
1012
DT Investment Partners
Pennsylvania
$38.5K – – –
ACA
1013
Atlas Capital Advisors
Wyoming
$38K – – –
BCMLT
1014
Beacon Capital Management LLC (Tennessee)
Tennessee
$37K – – –
BGAI
1015
Bruce G. Allen Investments
Colorado
$36.5K – – –
VNA
1016
Valley National Advisers
Pennsylvania
$34K -$18.9K -112 -36%
WB
1017
Webster Bank
Connecticut
$33.8K – – –
CPA
1018
Capital Performance Advisors
California
$29.8K +$29.8K +176 New
AF
1019
Advisornet Financial
Minnesota
$29.7K +$843 +5 +3%
CT
1020
Clearstead Trust
Maine
$26.7K – – –
AP
1021
Atwood & Palmer
Missouri
$26.2K – – –
C
1022
Covestor
United Kingdom
$26K -$1.2K -7 -4%
GKIM
1023
GW&K Investment Management
Massachusetts
$26K +$4.11K +24 +19%
BWAM
1024
Boyd Watterson Asset Management
Ohio
$25.9K – – –
CT
1025
Colonial Trust
South Carolina
$24.6K -$1.62K -10 -6%
39 40
41
42 43