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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 %
Osaic Holdings
151
Osaic Holdings
Arizona
$14.1M +$881K +7,863 +7%
Royal London Asset Management
152
Royal London Asset Management
United Kingdom
$14M -$39.5K -353 -0.3%
PCM
153
Prana Capital Management
Connecticut
$13.9M +$6.96M +62,160 +100%
CWM
154
CIBC World Markets
New York
$13.8M -$9.08M -81,079 -40%
Adage Capital Partners
155
Adage Capital Partners
Massachusetts
$13.7M -$11.2M -100,200 -45%
Fidelity International
156
Fidelity International
Bermuda
$13.6M -$9.21M -82,275 -40%
OPERF
157
Oregon Public Employees Retirement Fund
Oregon
$13.3M -$613K -5,479 -4%
WHG
158
Westwood Holdings Group
Texas
$13M +$82K +732 +0.6%
VAM
159
Vert Asset Management
California
$12.8M +$4.66M +41,597 +57%
PI
160
Putnam Investments
Massachusetts
$12.6M +$6.18M +55,184 +96%
TD Asset Management
161
TD Asset Management
Ontario, Canada
$12.6M +$432K +3,860 +4%
LGF
162
LGT Group Foundation
Liechtenstein
$12.6M +$87.3K +780 +0.7%
Natixis Advisors
163
Natixis Advisors
Massachusetts
$12.5M -$3.03M -27,064 -20%
VanEck Associates
164
VanEck Associates
New York
$12.4M -$563K -5,030 -4%
JCM
165
Janney Capital Management
Pennsylvania
$12.3M +$1.32M +11,805 +12%
TC
166
TwinBeech Capital
New York
$12.1M +$12.1M +107,702 New
NC
167
Nixon Capital
Texas
$12M +$247K +2,209 +2%
SOMRS
168
State of Michigan Retirement System
Michigan
$12M +$112K +1,000 +0.9%
KBC Group
169
KBC Group
Belgium
$11.9M +$1.07M +9,578 +10%
PHAM
170
Pacific Heights Asset Management
California
$11.2M – – –
MYAM
171
Meiji Yasuda Asset Management
Japan
$11.2M +$40.3K +360 +0.4%
Nordea Investment Management
172
Nordea Investment Management
Sweden
$10.8M -$102K -932 -0.9%
Thrivent Financial for Lutherans
173
Thrivent Financial for Lutherans
Minnesota
$10.8M -$1.31M -11,676 -11%
URS
174
Utah Retirement Systems
Utah
$10.7M +$22.4K +200 +0.2%
Grantham, Mayo, Van Otterloo & Co (GMO)
175
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$10.6M -$718K -6,410 -6%
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7
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