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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.

Holders
978
Holders Change
-10
Holders Change %
-1.01%
% of All Funds
15.66%
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
1
Boston Partners
Massachusetts
$227M
2
Cohen & Steers
2
Cohen & Steers
New York
$2.53B
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$121M
4
Invesco
4
Invesco
Georgia
$258M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$910M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$663M
2
Morgan Stanley
2
Morgan Stanley
New York
$668M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$495M
4
HRES
4
Heitman Real Estate Securities
Illinois
$19.6M
5
BlackRock
5
BlackRock
New York
$3.88B
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.43B 48,521,717 +204,802 +0.4%
BlackRock
2
BlackRock
New York
$3.88B 34,613,972 -402,131 -1%
State Street
3
State Street
Massachusetts
$2.54B 22,699,377 -288,827 -1%
Cohen & Steers
4
Cohen & Steers
New York
$2.53B 22,581,331 +1,127,631 +5%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$910M 8,144,366 +765,146 +10%
Norges Bank
6
Norges Bank
Norway
$775M 6,924,526 +47,720 +0.7%
Morgan Stanley
7
Morgan Stanley
New York
$668M 5,966,531 -533,774 -8%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$663M 5,917,831 -849,406 -13%
Northern Trust
9
Northern Trust
Illinois
$528M 4,713,293 +183,518 +4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$516M 4,605,067 +126,585 +3%
Daiwa Securities Group
11
Daiwa Securities Group
Japan
$500M 4,464,967 +611,260 +16%
Nuveen Asset Management
12
Nuveen Asset Management
Illinois
$495M 4,419,596 -471,264 -10%
Legal & General Group
13
Legal & General Group
United Kingdom
$475M 4,238,449 +236,587 +6%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$436M 3,895,035 +74,025 +2%
Deutsche Bank
15
Deutsche Bank
Germany
$420M 3,751,091 +636,567 +20%
Charles Schwab
16
Charles Schwab
California
$382M 3,407,647 +51,375 +2%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$366M 3,264,311 -39,160 -1%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$325M 2,899,883 -62,029 -2%
UBS AM
19
UBS AM
Illinois
$290M 2,590,804 +43,689 +2%
SCM
20
Smead Capital Management
Arizona
$275M 2,457,290 +73,263 +3%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$272M 2,431,754 -8,902 -0.4%
Invesco
22
Invesco
Georgia
$258M 2,302,695 +892,294 +63%
CIMLRA
23
CBRE Investment Management Listed Real Assets
Pennsylvania
$255M 2,275,927 -1,317 -0.1%
CIM
24
Centersquare Investment Management
Pennsylvania
$251M 2,239,215 -39,170 -2%
Principal Financial Group
25
Principal Financial Group
Iowa
$237M 2,118,512 +211,942 +11%
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