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Simon Property Group
SPG

Overview Fund Activity

978 hedge funds and large institutions have $32.8B invested in Simon Property Group in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 366 increasing their positions, 357 reducing their positions, and 69 closing their positions.

Holders
978
Holders Change
–
Holders Change %
0%
% of All Funds
15.43%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.28%
New
77
Increased
366
Reduced
357
Closed
69
Calls
$535M
Puts
$292M
Net Calls
+$244M
Net Calls Change
+$50.1M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$2.82B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$543M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$627M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$749M
5
WMSA
5
Weiss Multi-Strategy Advisers
New York
$35M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.34B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$59.2M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$0
4
BlackRock
4
BlackRock
New York
$3.93B
5
OIAM
5
OFI Invest Asset Management
France
$584K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.34B 46,252,968 -2,268,749 -5%
BlackRock
2
BlackRock
New York
$3.93B 34,008,024 -605,948 -2%
Cohen & Steers
3
Cohen & Steers
New York
$2.82B 24,433,430 +1,852,099 +8%
State Street
4
State Street
Massachusetts
$2.61B 22,598,597 -100,780 -0.4%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$881M 7,643,221 -501,145 -6%
Norges Bank
6
Norges Bank
Norway
$809M 7,003,650 +79,124 +1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$749M 6,489,792 +571,961 +10%
Morgan Stanley
8
Morgan Stanley
New York
$673M 5,828,142 -138,389 -2%
Daiwa Securities Group
9
Daiwa Securities Group
Japan
$627M 5,431,061 +966,094 +22%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$543M 4,701,675 +1,437,364 +44%
Northern Trust
11
Northern Trust
Illinois
$538M 4,658,420 -54,873 -1%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$537M 4,653,918 +48,851 +1%
Nuveen Asset Management
13
Nuveen Asset Management
Illinois
$509M 4,410,455 -9,141 -0.2%
Legal & General Group
14
Legal & General Group
United Kingdom
$505M 4,373,546 +135,097 +3%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$463M 4,010,516 +115,481 +3%
Deutsche Bank
16
Deutsche Bank
Germany
$422M 3,657,430 -93,661 -2%
Charles Schwab
17
Charles Schwab
California
$395M 3,424,380 +16,733 +0.5%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$328M 2,840,428 -59,455 -2%
UBS AM
19
UBS AM
Illinois
$290M 2,590,804 – –
SCM
20
Smead Capital Management
Arizona
$279M 2,419,000 -38,290 -2%
Invesco
21
Invesco
Georgia
$270M 2,337,438 +34,743 +2%
Ameriprise
22
Ameriprise
Minnesota
$254M 2,171,883 +113,478 +6%
CIMLRA
23
CBRE Investment Management Listed Real Assets
Pennsylvania
$248M 2,143,529 -132,398 -6%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$246M 2,129,905 -301,849 -12%
Principal Financial Group
25
Principal Financial Group
Iowa
$243M 2,101,613 -16,899 -0.8%
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