Simon Property Group
1,081 hedge funds and large institutions have $45.3B invested in Simon Property Group in 2024 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 395 increasing their positions, 379 reducing their positions, and 76 closing their positions.
61% more first-time investments, than exits
New positions opened: 122 | Existing positions closed: 76
36% more call options, than puts
Call options by funds: $553M | Put options by funds: $407M
7% more capital invested
Capital invested by funds: $42.2B → $45.3B (+$3.13B)
3% more funds holding
Funds holding: 1,053 → 1,081 (+28)
4% more repeat investments, than reductions
Existing positions increased: 395 | Existing positions reduced: 379
0% more funds holding in top 10
Funds holding in top 10: 24 → 24 (0)
1.81% less ownership
Funds ownership: 90.84% → 89.03% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$202M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$146M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$98.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$70.8M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$873M |
| 2 |
Cohen & Steers
New York
|
-$348M |
| 3 |
State Street
Boston,
Massachusetts
|
-$227M |
| 4 |
Goldman Sachs
New York
|
-$113M |
| 5 |
Daiwa Securities Group
Tokyo,
Japan
|
-$104M |
SPG Hedge Fund Activity: Q1 2024 in Review
1,081 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q1 2024, worth a combined $45.3B — up 7.4% from $42.2B a quarter earlier.
Buyers outnumbered sellers: 122 funds opened new SPG positions and 76 closed out — a net gain of 46 holders — while 395 added to existing stakes and 379 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $202M. The largest seller was Morgan Stanley, cutting an estimated $873M.
- 1,081 institutional investors held Simon Property Group (SPG) as of Q1 2024, up from 1,053 in Q4 2023.
- Funds reported $45.3B of Simon Property Group stock for Q1 2024, up 7.4% quarter-over-quarter.
- 122 funds opened new Simon Property Group positions in Q1 2024 and 76 closed out, a net change of +46 holders.
- The largest Simon Property Group buyer in Q1 2024 was Wellington Management Group, an estimated $202M added.
- The largest Simon Property Group seller in Q1 2024 was Morgan Stanley, an estimated $873M sold.
Based on aggregated 13F filings for Q1 2024.