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Simon Property Group
SPG

Overview Fund Activity

978 hedge funds and large institutions have $31.8B invested in Simon Property Group in 2023 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 394 increasing their positions, 332 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
978
Holders Change
-10
Holders Change %
-1.01%
% of All Funds
15.65%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.27%
New
95
Increased
394
Reduced
332
Closed
79
Calls
$627M
Puts
$433M
Net Calls
+$194M
Net Calls Change
+$64.9M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$227M
2
Cohen & Steers
Cohen & Steers
New York
$2.53B
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$121M
4
Invesco
Invesco
Georgia
$258M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$910M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$663M
2
Morgan Stanley
Morgan Stanley
New York
$668M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$495M
4
HRES
Heitman Real Estate Securities
Illinois
$19.6M
5
BlackRock
BlackRock
New York
$3.88B
Name Holding Trade Value Shares
Change 		Shares
Change %
Chevy Chase Trust
126
Chevy Chase Trust
Maryland
$21.3M +$218K +1,950 +1%
VLKIM
127
Van Lanschot Kempen Investment Management
Netherlands
$21.2M +$8.8M +78,555 +71%
PI
128
PineBridge Investments
New York
$20.5M -$2.99M -26,705 -13%
FP
129
Foundry Partners
Minnesota
$20.2M -$1.47M -13,133 -7%
HRES
130
Heitman Real Estate Securities
Illinois
$19.6M -$47.5M -424,515 -71%
ERSOT
131
Employees Retirement System of Texas
Texas
$19.5M +$2.58M +23,000 +15%
WBC
132
Westpac Banking Corp
Australia
$19.5M +$6.81M +60,787 +54%
State of Wisconsin Investment Board
133
State of Wisconsin Investment Board
Wisconsin
$19.4M +$5.02M +44,854 +35%
BIC
134
B&I Capital
Switzerland
$18.6M +$767K +6,850 +4%
Treasurer of the State of North Carolina
135
Treasurer of the State of North Carolina
North Carolina
$18.5M +$343K +3,067 +2%
Victory Capital Management
136
Victory Capital Management
Texas
$18.5M -$944K -8,427 -5%
BNP Paribas Financial Markets
137
BNP Paribas Financial Markets
France
$18.3M -$7.96M -71,107 -30%
PR
138
Payden & Rygel
California
$17.7M – – –
GC
139
Guggenheim Capital
Illinois
$17.6M -$727K -6,490 -4%
Skandinaviska Enskilda Banken (SEB)
140
Skandinaviska Enskilda Banken (SEB)
Sweden
$16.1M +$9.48M +84,630 +143%
Handelsbanken Fonder
141
Handelsbanken Fonder
Sweden
$16.1M +$1.49M +13,326 +10%
Mackenzie Financial
142
Mackenzie Financial
Ontario, Canada
$16M +$12.3M +110,084 +331%
BNP Paribas Asset Management
143
BNP Paribas Asset Management
France
$15.7M +$5.55M +49,537 +55%
JVBC
144
J.V. Bruni & Co
Colorado
$15.5M +$489K +4,363 +3%
ACM
145
Advisors Capital Management
New Jersey
$15.4M +$415K +3,704 +3%
First Trust Advisors
146
First Trust Advisors
Illinois
$15.3M +$6.7M +59,830 +78%
FRAF
147
Första AP-fonden
Sweden
$14.9M -$470K -4,200 -3%
WorldQuant Millennium Advisors
148
WorldQuant Millennium Advisors
New York
$14.8M +$5.35M +47,807 +57%
DSA
149
Davis Selected Advisers
Arizona
$14.7M +$92.9K +830 +0.6%
Swedbank
150
Swedbank
Sweden
$14.3M +$472K +4,217 +3%
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