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Simon Property Group
SPG

Overview Fund Activity

1,045 hedge funds and large institutions have $42.1B invested in Simon Property Group in 2023 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 343 increasing their positions, 390 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,045
Holders Change
+69
Holders Change %
+7.07%
% of All Funds
15.32%
Holding in Top 10
24
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+60%
% of All Funds
0.35%
New
168
Increased
343
Reduced
390
Closed
85
Calls
$510M
Puts
$505M
Net Calls
+$5.57M
Net Calls Change
-$167M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.65B
2
Norges Bank
Norges Bank
Norway
$2.56B
3
PAM
Panagora Asset Management
Massachusetts
$96M
4
Barclays
Barclays
United Kingdom
$179M
5
State Street
State Street
Massachusetts
$3.24B

Top Sellers

1
Northern Trust
Northern Trust
Illinois
$568M
2
Cohen & Steers
Cohen & Steers
New York
$3.28B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$203M
4
Principal Financial Group
Principal Financial Group
Iowa
$245M
5
Vanguard Group
Vanguard Group
Pennsylvania
$6.52B
Name Holding Trade Value Shares
Change 		Shares
Change %
PCMC
1026
Planning Capital Management Corporation
Pennsylvania
$2.28K +$2.28K +16 New
SL
1027
Salomon & Ludwin
Virginia
$2.16K – – –
JWA
1028
JFS Wealth Advisors
Pennsylvania
$2K -$42.2K -296 -95%
T
1029
Tidemark
California
$1.85K +$1.85K +13 New
JWM
1030
Janiczek Wealth Management
Colorado
$1.71K +$1.71K +12 New
TFM
1031
TFC Financial Management
Massachusetts
$1.57K -$428 -3 -21%
IGWM
1032
ICA Group Wealth Management
Colorado
$1.57K +$1.57K +11 New
DWA
1033
Delos Wealth Advisors
Texas
$1.14K – – –
VF
1034
VitalStone Financial
Texas
$1K -$3.43K -24 -77%
FGAM
1035
Financial Gravity Asset Management
Texas
$790 +$395 +3 +100%
SFA
1036
Semmax Financial Advisors
North Carolina
$740 – – –
MIM
1037
Macroview Investment Management
Maryland
$714 -$1.57K -11 -69%
JFGIW
1038
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$714 +$714 +5 New
CPG
1039
Cornerstone Planning Group
New Jersey
$571 – – –
S
1040
Sachetta
Massachusetts
$571 +$571 +4 New
EWM
1041
Evermay Wealth Management
Virginia
$428 +$428 +3 New
PMFA
1042
Plante Moran Financial Advisors
Michigan
$285 – – –
MIA
1043
MeadowBrook Investment Advisors
Michigan
$285 +$285 +2 New
SWA
1044
SOA Wealth Advisors
New York
$143 – – –
DWM
1045
Dogwood Wealth Management
Kansas
$6 – – –
Fuller & Thaler Asset Management
1046
Fuller & Thaler Asset Management
California
$2 -$1.39K -13 Closed
Twin Tree Management
1047
Twin Tree Management
Texas
– -$23M -213,248 Closed
CF
1048
Cantor Fitzgerald
New York
– -$20.4M -189,069 Closed
EIP
1049
Epoch Investment Partners
New York
– -$15.2M -141,121 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
1050
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$10.8M -99,622 Closed
40 41
42
43 44