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Simon Property Group
SPG

Overview Fund Activity

1,072 hedge funds and large institutions have $45.3B invested in Simon Property Group in 2024 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 394 increasing their positions, 374 reducing their positions, and 76 closing their positions.

Holders
1,072
Holders Change
+28
Holders Change %
+2.68%
% of All Funds
15.54%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
121
Increased
394
Reduced
374
Closed
76
Calls
$553M
Puts
$407M
Net Calls
+$146M
Net Calls Change
+$140M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$292M
2
Invesco
2
Invesco
Georgia
$529M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.26B
4
Bank of America
4
Bank of America
North Carolina
$300M
5
UBS Group
5
UBS Group
Switzerland
$162M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$878M
2
Cohen & Steers
2
Cohen & Steers
New York
$3.22B
3
State Street
3
State Street
Massachusetts
$3.32B
4
Goldman Sachs
4
Goldman Sachs
New York
$324M
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$658M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.26B 46,380,446 +672,941 +1%
BlackRock
2
BlackRock
New York
$5.29B 33,782,276 +190,196 +0.6%
State Street
3
State Street
Massachusetts
$3.32B 21,191,638 -1,545,364 -7%
Cohen & Steers
4
Cohen & Steers
New York
$3.22B 20,597,320 -2,375,799 -10%
Norges Bank
5
Norges Bank
Norway
$2.84B 18,167,102 +211,540 +1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.39B 8,904,031 +242,502 +3%
Morgan Stanley
7
Morgan Stanley
New York
$878M 5,611,958 -5,951,976 -51%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$846M 5,408,056 -266,540 -5%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$726M 4,640,430 -2,327 -0.1%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$723M 4,623,153 +344,530 +8%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$694M 4,432,404 -88,877 -2%
Nuveen Asset Management
12
Nuveen Asset Management
Illinois
$690M 4,405,277 -7,008 -0.2%
Legal & General Group
13
Legal & General Group
United Kingdom
$687M 4,388,482 -47,416 -1%
Daiwa Securities Group
14
Daiwa Securities Group
Japan
$658M 4,206,317 -711,270 -14%
Northern Trust
15
Northern Trust
Illinois
$607M 3,881,605 -99,113 -2%
Charles Schwab
16
Charles Schwab
California
$565M 3,608,277 +70,622 +2%
Invesco
17
Invesco
Georgia
$529M 3,382,731 +994,128 +42%
Deutsche Bank
18
Deutsche Bank
Germany
$433M 2,768,486 +78,968 +3%
UBS AM
19
UBS AM
Illinois
$421M 2,691,445 -127,328 -5%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$398M 2,542,372 -74,402 -3%
SCM
21
Smead Capital Management
Arizona
$375M 2,399,145 +98,169 +4%
Boston Partners
22
Boston Partners
Massachusetts
$363M 2,321,228 +92,648 +4%
Goldman Sachs
23
Goldman Sachs
New York
$324M 2,067,581 -769,286 -27%
Bank of America
24
Bank of America
North Carolina
$300M 1,915,372 +482,872 +34%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$292M 1,865,242 +1,375,055 +281%
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