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Simon Property Group
SPG

Overview Fund Activity

976 hedge funds and large institutions have $31B invested in Simon Property Group in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 350 increasing their positions, 355 reducing their positions, and 80 closing their positions.

Holders
976
Holders Change
-2
Holders Change %
-0.2%
% of All Funds
15.57%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.24%
New
84
Increased
350
Reduced
355
Closed
80
Calls
$456M
Puts
$284M
Net Calls
+$172M
Net Calls Change
-$71.7M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$1.33B
2
Goldman Sachs
2
Goldman Sachs
New York
$328M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$921M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$525M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$69.4M

Top Sellers

1
ICA
1
Infrastructure Capital Advisors
New York
$1.11M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$31.8M
3
Deutsche Bank
3
Deutsche Bank
Germany
$240M
4
Cohen & Steers
4
Cohen & Steers
New York
$2.53B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$641M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.98B 46,115,129 -137,839 -0.3%
BlackRock
2
BlackRock
New York
$3.62B 33,515,566 -492,458 -1%
Cohen & Steers
3
Cohen & Steers
New York
$2.53B 23,452,689 -980,741 -4%
State Street
4
State Street
Massachusetts
$2.4B 22,240,369 -358,228 -2%
Norges Bank
5
Norges Bank
Norway
$1.33B 12,330,473 +5,326,823 +76%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$921M 8,538,503 +895,282 +12%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$641M 5,931,151 -558,641 -9%
Morgan Stanley
8
Morgan Stanley
New York
$631M 5,840,541 +12,399 +0.2%
Daiwa Securities Group
9
Daiwa Securities Group
Japan
$559M 5,172,718 -258,343 -5%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$525M 4,860,988 +850,472 +21%
Northern Trust
11
Northern Trust
Illinois
$513M 4,745,198 +86,778 +2%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$505M 4,671,932 +18,014 +0.4%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$498M 4,609,884 -91,791 -2%
Nuveen Asset Management
14
Nuveen Asset Management
Illinois
$494M 4,569,690 +159,235 +4%
Legal & General Group
15
Legal & General Group
United Kingdom
$458M 4,242,548 -130,998 -3%
Charles Schwab
16
Charles Schwab
California
$374M 3,465,010 +40,630 +1%
Goldman Sachs
17
Goldman Sachs
New York
$328M 3,033,558 +1,006,686 +50%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$299M 2,765,855 -74,573 -3%
UBS AM
19
UBS AM
Illinois
$292M 2,701,120 +110,316 +4%
Invesco
20
Invesco
Georgia
$260M 2,409,189 +71,751 +3%
SCM
21
Smead Capital Management
Arizona
$253M 2,339,906 -79,094 -3%
CIMLRA
22
CBRE Investment Management Listed Real Assets
Pennsylvania
$249M 2,305,024 +161,495 +8%
Deutsche Bank
23
Deutsche Bank
Germany
$240M 2,224,075 -1,433,355 -39%
Principal Financial Group
24
Principal Financial Group
Iowa
$230M 2,128,104 +26,491 +1%
Boston Partners
25
Boston Partners
Massachusetts
$221M 2,044,878 +1,890 +0.1%
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