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Simon Property Group
SPG

Overview Fund Activity

978 hedge funds and large institutions have $31.8B invested in Simon Property Group in 2023 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 394 increasing their positions, 332 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
978
Holders Change
-10
Holders Change %
-1.01%
% of All Funds
15.65%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.27%
New
95
Increased
394
Reduced
332
Closed
79
Calls
$627M
Puts
$433M
Net Calls
+$194M
Net Calls Change
+$64.9M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$227M
2
Cohen & Steers
Cohen & Steers
New York
$2.53B
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$121M
4
Invesco
Invesco
Georgia
$258M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$910M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$663M
2
Morgan Stanley
Morgan Stanley
New York
$668M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$495M
4
HRES
Heitman Real Estate Securities
Illinois
$19.6M
5
BlackRock
BlackRock
New York
$3.88B
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
1026
Legacy Financial Advisors
Kentucky
– -$221K -1,882 Closed
PFG
1027
PAX Financial Group
Texas
– -$213K -1,812 Closed
RA
1028
RFG Advisory
Alabama
– -$233K -1,798 Closed
HCM
1029
Hodges Capital Management
Texas
– -$207K -1,763 Closed
USCWA
1030
U.S. Capital Wealth Advisors
Texas
– -$196K -1,667 Closed
BW
1031
Bison Wealth
Georgia
– -$208K -1,654 Closed
MCC
1032
Money Concepts Capital
Florida
– -$184K -1,569 Closed
WOSD
1033
WFA of San Diego
California
– -$35.6K -303 Closed
CJL
1034
Cyrus J. Lawrence
New York
– -$26K -218 Closed
CC
1035
Centiva Capital
New York
– -$24K -204 Closed
AWM
1036
Accurate Wealth Management
Florida
– -$23.9K -204 Closed
HNWAG
1037
High Net Worth Advisory Group
Florida
– -$23.5K -200 Closed
OWA
1038
One Wealth Advisors
California
– -$23.5K -200 Closed
BCM
1039
Blume Capital Management
California
– -$23.5K -200 Closed
FIM
1040
FWL Investment Management
Texas
– -$18.8K -160 Closed
RBC
1041
Romano Brothers & Co
Illinois
– -$11.7K -100 Closed
FRA
1042
Front Row Advisors
California
– -$12K -100 Closed
SSB
1043
Sandy Spring Bank
Maryland
– -$11.6K -98 Closed
FA
1044
Fiduciary Alliance
South Carolina
– -$9.75K -83 Closed
EE
1045
EWG Elevate
California
– -$8.34K -71 Closed
CA
1046
Crewe Advisors
Utah
– -$5.76K -49 Closed
MPCL
1047
My Personal CFO LLC
Washington
– -$4.93K -42 Closed
ZIG
1048
Zullo Investment Group
Pennsylvania
– -$4.7K -40 Closed
LS
1049
Leelyn Smith
Illinois
– -$3.52K -30 Closed
JFGIW
1050
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$2.35K -20 Closed
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