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Simon Property Group
SPG

Overview Fund Activity

978 hedge funds and large institutions have $32.8B invested in Simon Property Group in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 366 increasing their positions, 357 reducing their positions, and 69 closing their positions.

Holders
978
Holders Change
–
Holders Change %
0%
% of All Funds
15.43%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.28%
New
77
Increased
366
Reduced
357
Closed
69
Calls
$535M
Puts
$292M
Net Calls
+$244M
Net Calls Change
+$50.1M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$2.82B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$543M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$627M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$749M
5
WMSA
5
Weiss Multi-Strategy Advisers
New York
$35M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.34B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$59.2M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$0
4
BlackRock
4
BlackRock
New York
$3.93B
5
OIAM
5
OFI Invest Asset Management
France
$584K
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
1026
Connecticut Wealth Management
Connecticut
– – -1,966 Closed
MM
1027
MQS Management
New York
– – -1,964 Closed
CAG
1028
Csenge Advisory Group
Florida
– – -1,801 Closed
AG
1029
AIA Group
Hong Kong
– – -1,118 Closed
AAS
1030
Ameritas Advisory Services
Nebraska
– – -1,043 Closed
ONST
1031
Old North State Trust
North Carolina
– – -708 Closed
EI
1032
Ellevest Inc
New York
– – -703 Closed
DZ Bank
1033
DZ Bank
Germany
– – -594 Closed
IG
1034
ING Group
Netherlands
– – -566 Closed
EWP
1035
Elevation Wealth Partners
California
– – -508 Closed
TCA
1036
Trifecta Capital Advisors
Illinois
– – -370 Closed
TWA
1037
TCI Wealth Advisors
Arizona
– – -237 Closed
UAML
1038
US Asset Management LLC
Pennsylvania
– – -214 Closed
VWM
1039
Venturi Wealth Management
Texas
– – -141 Closed
JFA
1040
JNBA Financial Advisors
Minnesota
– – -87 Closed
CG
1041
Cutler Group
California
– – -68 Closed
BWM
1042
BerganKDV Wealth Management
Minnesota
– – -30 Closed
SIS
1043
Strategic Investment Solutions
Illinois
– – -23 Closed
TFA
1044
Toth Financial Advisory
Virginia
– – -18 Closed
FCA
1045
Fortis Capital Advisors
Kansas
– – -10 Closed
HT
1046
HAP Trading
New York
– – – –
DPRC
1047
Deer Park Road Corp
Colorado
– – – –
LOAMU
1048
Lombard Odier Asset Management (USA)
New York
– – – –
CCM
1049
CAAS Capital Management
New York
– – – –
PCM
1050
Prelude Capital Management
New York
– – – –
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