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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 %
FRM
1076
Fox Run Management
Connecticut
– -$467K -4,319 Closed
APM
1077
Advanced Portfolio Management
New York
– -$410K -3,793 Closed
OP
1078
ORG Partners
Indiana
– -$357K -3,301 Closed
AWM
1079
Axxcess Wealth Management
California
– -$335K -3,100 Closed
BS
1080
Banco Santander
Spain
– -$328K -3,036 Closed
SIA
1081
SkyView Investment Advisors
New Jersey
– -$322K -2,982 Closed
BS
1082
Bessemer Securities
New York
– -$284K -2,629 Closed
KI
1083
Kapitalo Investimentos
Brazil
– -$274K -2,532 Closed
QIM
1084
Quantitative Investment Management
Virginia
– -$266K -2,469 Closed
LIM
1085
Longfellow Investment Management
Massachusetts
– -$264K -2,441 Closed
RFO
1086
RiverGlades Family Offices
Florida
– -$259K -2,400 Closed
AWA
1087
Arkadios Wealth Advisors
Georgia
– -$257K -2,375 Closed
SFC
1088
Strategic Financial Concepts
Texas
– -$243K -2,252 Closed
MCC
1089
Malaga Cove Capital
California
– -$243K -2,251 Closed
SFG
1090
Socha Financial Group
New York
– -$243K -2,250 Closed
EFI
1091
EHP Funds Inc
Canada
– -$227K -2,100 Closed
MC
1092
Machina Capital
France
– -$226K -2,092 Closed
WDC
1093
Woodward Diversified Capital
California
– -$221K -2,047 Closed
SFS
1094
Stiles Financial Services
Minnesota
– -$214K -1,979 Closed
HCA
1095
Horan Capital Advisors
Ohio
– -$213K -1,975 Closed
DIA
1096
Dana Investment Advisors
Wisconsin
– -$203K -1,877 Closed
HG
1097
Herbst Group
Connecticut
– -$201K -1,865 Closed
CC
1098
Centiva Capital
New York
– -$155K -1,436 Closed
HT
1099
Headlands Technologies
Illinois
– -$99.1K -917 Closed
RFA
1100
Register Financial Advisors
Georgia
– -$68K -629 Closed
42 43
44
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