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Simon Property Group
SPG

Overview Fund Activity

1,118 hedge funds and large institutions have $46.6B invested in Simon Property Group in 2024 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 428 increasing their positions, 388 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,118
Holders Change
+26
Holders Change %
+2.38%
% of All Funds
16.17%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.32%
New
116
Increased
428
Reduced
388
Closed
76
Calls
$416M
Puts
$305M
Net Calls
+$111M
Net Calls Change
+$31.6M

Top Buyers

1
UBS AM
UBS AM
Illinois
$539M
2
BlackRock
BlackRock
New York
$6.04B
3
Los Angeles Capital Management
Los Angeles Capital Management
California
$213M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$145M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$212M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$732M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$149M
3
Vanguard Group
Vanguard Group
Pennsylvania
$7.69B
4
Cohen & Steers
Cohen & Steers
New York
$3.06B
5
SFC
Strategic Financial Concepts
Texas
$465K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
1076
Continuum Advisory
Idaho
$6.6K +$3.21K +18 +95%
WWP
1077
WR Wealth Planners
Missouri
$6.59K – – –
AP
1078
Aspect Partners
Virginia
$6.42K – – –
JGIA
1079
Jackson Grant Investment Advisers
Connecticut
$6.42K – – –
IAIM
1080
International Assets Investment Management
Florida
$6.09K +$6.06K +887,356 +18,764%
S
1081
Sachetta
Massachusetts
$5.75K +$845 +5 +17%
AF
1082
Arrow Financial
New York
$5.75K – – –
CCMI
1083
Creative Capital Management Investments
California
$5.58K – – –
CAS
1084
Coppell Advisory Solutions
Texas
$5.37K – – –
MSFP
1085
Mark Sheptoff Financial Planning
Connecticut
$5.24K – – –
GEA
1086
Glen Eagle Advisors
New Jersey
$4.9K – – –
AIC
1087
Archer Investment Corporation
Indiana
$4.82K +$1.5K +9 +45%
SC
1088
SouthState Corp
Florida
$4.56K – – –
HPC
1089
HM Payson & Co
Maine
$4.56K +$4.56K +27 New
RTL
1090
Red Tortoise LLC
Georgia
$3.89K – – –
DCM
1091
Davis Capital Management
Florida
$3.89K +$3.89K +23 New
MA
1092
MCF Advisors
Kentucky
$3.72K – – –
ME
1093
McIlrath & Eck
Washington
$3.04K – – –
CAM
1094
ClariVest Asset Management
California
$3.02K – – –
PPWM
1095
PFG Private Wealth Management
Florida
$2.87K – – –
EBA
1096
Eagle Bay Advisors
New York
$2.87K – – –
DWM
1097
Darwin Wealth Management
Florida
$2.87K +$2.87K +17 New
CPG
1098
Cornerstone Planning Group
New Jersey
$2.75K +$516 +3 +23%
FFA
1099
Frazier Financial Advisors
Ohio
$2.71K -$3.55K -21 -57%
NMG
1100
New Millennium Group
Utah
$2.43K -$173 -1 -7%
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