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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 %
SCM
1151
Steele Capital Management
Iowa
– -$339K -2,230 Closed
BTWM
1152
Baker Tilly Wealth Management
Wisconsin
– -$310K -2,043 Closed
FNBOO
1153
First National Bank of Omaha
Nebraska
– -$304K -2,000 Closed
MFG
1154
Merit Financial Group
Georgia
– -$297K -1,955 Closed
IA
1155
IFG Advisory
Georgia
– -$285K -1,875 Closed
CCA
1156
Clearwater Capital Advisors
Illinois
– -$273K -1,800 Closed
SW
1157
SkyOak Wealth
Michigan
– -$271K -1,784 Closed
BMO
1158
Beck Mack & Oliver
New York
– -$258K -1,700 Closed
MGP
1159
M&G plc
United Kingdom
– -$254K -1,671 Closed
KA
1160
KLCM Advisors
Wisconsin
– -$250K -1,644 Closed
WC
1161
Weil Company
California
– -$236K -1,553 Closed
HVIA
1162
Hudson Valley Investment Advisors
New York
– -$221K -1,550 Closed
EC
1163
EJF Capital
Virginia
– -$228K -1,500 Closed
GGS
1164
Galvin Gaustad & Stein
Arizona
– -$219K -1,442 Closed
SDH
1165
Sloy Dahl & Holst
Washington
– -$205K -1,350 Closed
TWP
1166
Triad Wealth Partners
Kansas
– -$138K -912 Closed
NP
1167
Ninepoint Partners
Ontario, Canada
– -$133K -873 Closed
RFA
1168
Register Financial Advisors
Georgia
– -$126K -829 Closed
QL
1169
Quarry LP
New York
– -$97.3K -641 Closed
TFF
1170
The Family Firm
Maryland
– -$97.2K -640 Closed
MIFH
1171
Migdal Insurance & Financial Holdings
Israel
– -$65K -435 Closed
AWM
1172
Ameliora Wealth Management
Switzerland
– -$60.7K -400 Closed
VAG
1173
VisionPoint Advisory Group
Texas
– -$53.4K -352 Closed
MB
1174
Mizuho Bank
Japan
– -$53.1K -350 Closed
TSWM
1175
Tyler-Stone Wealth Management
Ohio
– -$36.1K -238 Closed
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