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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 %
HFS
1176
HBC Financial Services
Washington
– -$33K -220 Closed
HIM
1177
Hillsdale Investment Management
Ontario, Canada
– -$31.9K -210 Closed
RFG
1178
RFP Financial Group
Georgia
– -$27.7K -182 Closed
WIA
1179
Wetzel Investment Advisors
Indiana
– -$27.4K -175 Closed
OWA
1180
Opal Wealth Advisors
New York
– -$24.9K -164 Closed
SWS
1181
SYSTM Wealth Solutions
Illinois
– -$19.3K -127 Closed
FNWA
1182
Financial Network Wealth Advisors
Utah
– -$18.5K -122 Closed
USB
1183
Union Savings Bank
Connecticut
– -$11.1K -73 Closed
PCWA
1184
Pacific Capital Wealth Advisors
California
– -$4.25K -28 Closed
SIS
1185
Strategic Investment Solutions
Illinois
– -$3.88K -25 Closed
CJ
1186
Caitlin John
Michigan
– -$3.8K -25 Closed
GI
1187
Gradient Investments
Minnesota
– -$3.04K -20 Closed
PCMC
1188
Planning Capital Management Corporation
Pennsylvania
– -$2.43K -16 Closed
GLR
1189
Great Lakes Retirement
Ohio
– -$2.28K -15 Closed
RWM
1190
Ruedi Wealth Management
Illinois
– -$1.97K -13 Closed
RCM
1191
Richardson Capital Management
Wisconsin
– -$1.52K -10 Closed
DWA
1192
Delos Wealth Advisors
Texas
– -$1.37K -9 Closed
FCA
1193
FinTrust Capital Advisors
South Carolina
– -$911 -6 Closed
SFCL
1194
Strengthening Families & Communities LLC
Massachusetts
– -$1K -4 Closed
LIA
1195
Lynx Investment Advisory
District of Columbia
– -$607 -4 Closed
SSB
1196
Sandy Spring Bank
Maryland
– -$455 -3 Closed
RWMG
1197
Redwood Wealth Management Group
New Jersey
– -$304 -2 Closed
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