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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
+$226M
2
Cohen & Steers
Cohen & Steers
New York
+$126M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$103M
4
Invesco
Invesco
Georgia
+$99.9M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$85.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$95.1M
2
Morgan Stanley
Morgan Stanley
New York
-$59.8M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$52.8M
4
HRES
Heitman Real Estate Securities
Illinois
-$47.5M
5
BlackRock
BlackRock
New York
-$45M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
201
Sound Income Strategies
Florida
$7.9M +$778K +6,949 +11%
US Bancorp
202
US Bancorp
Minnesota
$7.87M +$296K +2,640 +4%
AAF
203
Andra AP-fonden
Sweden
$7.87M +$1.63M +14,600 +26%
N
204
Natixis
France
$7.87M +$6.91M +61,719 +722%
PNC Financial Services Group
205
PNC Financial Services Group
Pennsylvania
$7.83M +$173K +1,544 +2%
Creative Planning
206
Creative Planning
Kansas
$7.79M -$41.4K -370 -0.5%
NAM
207
Nissay Asset Management
Japan
$7.77M +$17.1K +153 +0.2%
DnB Asset Management
208
DnB Asset Management
Norway
$7.68M +$21.9K +196 +0.3%
ProShare Advisors
209
ProShare Advisors
Maryland
$7.63M -$2.04M -18,262 -21%
TPSF
210
Texas Permanent School Fund
Texas
$7.63M +$2.43M +21,695 +47%
WT
211
Whittier Trust
California
$7.27M +$168K +1,503 +2%
Truist Financial
212
Truist Financial
North Carolina
$7.26M +$34.6K +309 +0.5%
AIIMS
213
Analyst IMS Investment Management Services
Israel
$7.22M -$699K -6,500 -9%
FAF
214
Fjarde Ap-fonden
Sweden
$7.17M -$258K -2,300 -3%
UIM
215
USS Investment Management
United Kingdom
$7.16M – – –
GFS
216
GYL Financial Synergies
Connecticut
$7.14M +$7.14M +63,795 New
IAA
217
Independent Advisor Alliance
North Carolina
$7.08M +$1.79K +16 +0%
Two Sigma Advisers
218
Two Sigma Advisers
New York
$6.87M -$4.49M -40,100 -40%
MYIA
219
Mount Yale Investment Advisors
Colorado
$6.86M +$48.5K +433 +0.7%
SCA
220
STALEY CAPITAL ADVISERS
Pennsylvania
$6.8M +$395K +3,530 +6%
LIP
221
Lighthouse Investment Partners
Florida
$6.72M +$6.72M +60,000 New
YCM
222
Yousif Capital Management
Michigan
$6.69M -$271K -2,420 -4%
VI
223
Vestcor Inc
New Brunswick, Canada
$6.66M +$2.75M +24,576 +70%
IMPI
224
Ilmarinen Mutual Pension Insurance
Finland
$6.6M -$1.9M -17,000 -22%
BIA
225
Biondo Investment Advisors
Pennsylvania
$6.58M +$84K +750 +1%
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9
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