SPG icon

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 %
RWA
1026
Rooted Wealth Advisors
Illinois
– – -1,816 Closed
JHCP
1027
Jackson Hole Capital Partners
Oklahoma
– – -1,810 Closed
CCA
1028
Clearwater Capital Advisors
Illinois
– – -1,800 Closed
CIC
1029
Carnegie Investment Counsel
Ohio
– – -1,794 Closed
SWIG
1030
Strategic Wealth Investment Group
Kentucky
– – -1,743 Closed
RI
1031
Ridgewood Investments
New Jersey
– – -1,739 Closed
DAC
1032
Dividend Assets Capital
South Carolina
– – -1,600 Closed
Simplex Trading
1033
Simplex Trading
Illinois
– – -1,289 Closed
NFSG
1034
Newbridge Financial Services Group
Florida
– – -1,136 Closed
AWM
1035
Activest Wealth Management
Florida
– – -1,047 Closed
BAM
1036
Bosun Asset Management
Illinois
– – -905 Closed
SAS
1037
Stelac Advisory Services
New York
– – -881 Closed
CF
1038
Centaurus Financial
California
– – -864 Closed
PB
1039
Pinnacle Bancorp
Nebraska
– – -852 Closed
CFO
1040
CVA Family Office
Colorado
– – -543 Closed
RCM
1041
Rain Capital Management
Oregon
– – -178 Closed
FBC
1042
Fairfield, Bush & Co
Connecticut
– – -142 Closed
HS
1043
Horan Securities
United States
– – -119 Closed
LOIM
1044
Liberty One Investment Management
Illinois
– – -102 Closed
AA
1045
Ancora Advisors
Ohio
– – -97 Closed
FA
1046
Fiduciary Alliance
South Carolina
– – -87 Closed
HIIFS
1047
Harel Insurance Investments & Financial Services
Israel
– – -75 Closed
CAS
1048
Coppell Advisory Solutions
Texas
– – -56 Closed
WIM
1049
Westside Investment Management
California
– – -50 Closed
BG
1050
Bollard Group
Massachusetts
– – -30 Closed
39 40 41
42
43