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Simon Property Group

1,190 hedge funds and large institutions have $50.4B invested in Simon Property Group in 2024 Q4 according to their latest regulatory filings, with 173 funds opening new positions, 422 increasing their positions, 413 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 173 | Existing positions closed: 88

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

5% more funds holding

Funds holding: 1,1281,190 (+62)

1.08% more ownership

Funds ownership: 88.8%89.88% (+1.1%)

3% more capital invested

Capital invested by funds: $48.8B → $50.4B (+$1.64B)

2% more repeat investments, than reductions

Existing positions increased: 422 | Existing positions reduced: 413

13% less call options, than puts

Call options by funds: $296M | Put options by funds: $340M

Holders
1,190
Holders Change
+62
Holders Change %
+5.5%
% of All Funds
15.67%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
173
Increased
422
Reduced
413
Closed
88
Calls
$296M
Puts
$340M
Net Calls
-$44.4M
Net Calls Change
-$156M
Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Holdings
251
Nomura Holdings
Japan
$7.87M +$8.02M +45,715 New
TWC
252
TD Waterhouse Canada
Ontario, Canada
$7.87M +$135K +772 +2%
EHC
253
Everett Harris & Co
California
$7.86M -$598K -3,407 -7%
PDN
254
Pensionfund DSM Netherlands
Netherlands
$7.7M -$2.63M -15,000 -25%
Pathstone Holdings
255
Pathstone Holdings
New Jersey
$7.69M +$169K +962 +2%
GCA
256
GSI Capital Advisors
California
$7.65M -$904K -5,148 -10%
AOWM
257
Alpha Omega Wealth Management
Virginia
$7.55M -$103K -586 -1%
VI
258
Vestcor Inc
New Brunswick, Canada
$7.51M -$6.4M -36,493 -46%
Public Employees Retirement Association of Colorado
259
Public Employees Retirement Association of Colorado
Colorado
$7.46M -$320K -1,823 -4%
SWC
260
Spectrum Wealth Counsel
Indiana
$7.46M +$42.5K +242 +0.6%
Cetera Investment Advisers
261
Cetera Investment Advisers
Illinois
$7.42M -$3.25M -18,545 -30%
CIBC World Market
262
CIBC World Market
Ontario, Canada
$7.38M -$889K -5,066 -11%
Wolverine Trading
263
Wolverine Trading
Illinois
$7.31M +$7.5M +42,755 New
WAM
264
Winslow Asset Management
Ohio
$7.18M -$243K -1,386 -3%
Brown Advisory
265
Brown Advisory
Maryland
$7.18M +$14.4K +82 +0.2%
Bank of Nova Scotia
266
Bank of Nova Scotia
Ontario, Canada
$7.17M +$254K +1,449 +4%
HEIP
267
Hudson Edge Investment Partners
New Jersey
$7.16M +$28.3K +161 +0.4%
TI
268
tru Independence
Oregon
$7.16M -$557K -3,171 -7%
Osaic Holdings
269
Osaic Holdings
Arizona
$7.16M +$221K +1,257 +3%
EF
270
Empowered Funds
Pennsylvania
$7.13M -$423K -2,408 -5%
Rafferty Asset Management
271
Rafferty Asset Management
New York
$6.95M -$561K -3,198 -7%
Northwestern Mutual Wealth Management
272
Northwestern Mutual Wealth Management
Wisconsin
$6.95M -$36K -205 -0.5%
GFG
273
Greystone Financial Group
Michigan
$6.94M +$105K +597 +2%
SA
274
Sanctuary Advisors
Indiana
$6.94M -$53.9K -307 -0.8%
Baird Financial Group
275
Baird Financial Group
Wisconsin
$6.93M +$24.6K +140 +0.3%

SPG Hedge Fund Activity: Q4 2024 in Review

1,190 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q4 2024, worth a combined $50.4B — up 3.4% from $48.8B a quarter earlier.

Buyers outnumbered sellers: 173 funds opened new SPG positions and 88 closed out — a net gain of 85 holders — while 422 added to existing stakes and 413 trimmed.

The largest buyer was BlackRock, adding an estimated $575M. The largest seller was Cohen & Steers, cutting an estimated $281M.

  • 1,190 institutional investors held Simon Property Group (SPG) as of Q4 2024, up from 1,128 in Q3 2024.
  • Funds reported $50.4B of Simon Property Group stock for Q4 2024, up 3.4% quarter-over-quarter.
  • 173 funds opened new Simon Property Group positions in Q4 2024 and 88 closed out, a net change of +85 holders.
  • The largest Simon Property Group buyer in Q4 2024 was BlackRock, an estimated $575M added.
  • The largest Simon Property Group seller in Q4 2024 was Cohen & Steers, an estimated $281M sold.

Based on aggregated 13F filings for Q4 2024.