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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 %
CAC
1101
Core Alternative Capital
Georgia
$2.37K – – –
JWA
1102
JFS Wealth Advisors
Pennsylvania
$1.69K – – –
VF
1103
VitalStone Financial
Texas
$1.18K – – –
NL
1104
NVWM LLC
Pennsylvania
$1.01K -$338 -2 -25%
CIA
1105
Cape Investment Advisory
Georgia
$1.01K – – –
TFA
1106
Transamerica Financial Advisors
Florida
$1K -$191K -381 -99%
SFA
1107
Semmax Financial Advisors
North Carolina
$955 – – –
MIM
1108
Macroview Investment Management
Maryland
$846 – – –
VAMG
1109
Voisard Asset Management Group
Michigan
$846 +$846 +5 New
RWM
1110
Reston Wealth Management
Virginia
$676 +$676 +4 New
WGS
1111
Washington Growth Strategies
District of Columbia
$647 +$647 +110 New
WBC
1112
West Branch Capital
Massachusetts
$508 +$508 +3 New
CAM
1113
Creekmur Asset Management
Illinois
$507 – – –
MIA
1114
MeadowBrook Investment Advisors
Michigan
$338 – – –
PMFA
1115
Plante Moran Financial Advisors
Michigan
$338 – – –
WA
1116
WestEnd Advisors
North Carolina
$338 +$338 +2 New
MFG
1117
Mendota Financial Group
Wisconsin
$170 +$170 +1 New
AFS
1118
Annapolis Financial Services
Maryland
$170 +$170 +1 New
DWM
1119
Dogwood Wealth Management
Kansas
$5 -$5 – –
FGC
1120
Financial Gravity Companies
Texas
$3 – – –
Fuller & Thaler Asset Management
1121
Fuller & Thaler Asset Management
California
$2 -$2 – –
Norges Bank
1122
Norges Bank
Norway
– -$2.65B -17,442,875 Closed
SAM
1123
Scopus Asset Management
New York
– -$12.1M -80,000 Closed
TPSF
1124
Texas Permanent School Fund
Texas
– -$8.18M -53,876 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1125
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$4.81M -31,700 Closed
43 44
45
46 47