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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
LSA
276
L & S Advisors
California
$6.91M +$32.3K +184 +0.5%
Janus Henderson Group
277
Janus Henderson Group
United Kingdom
$6.84M -$3.71M -21,118 -35%
RWP
278
RWA Wealth Partners
Massachusetts
$6.8M +$6.93M +39,480 New
IG
279
ING Group
Netherlands
$6.75M +$6.87M +39,172 New
BBVA
280
Banco Bilbao Vizcaya Argentaria
Spain
$6.74M -$466K -2,656 -6%
UH
281
Unigestion Holding
Switzerland
$6.51M +$5.95M +33,919 +875%
Mirae Asset Global ETFs Holdings
282
Mirae Asset Global ETFs Holdings
Hong Kong
$6.37M +$264K +1,505 +4%
MOACM
283
Mutual of America Capital Management
New York
$6.33M -$175K -999 -3%
CM
284
Crestline Management
Texas
$6.23M +$5.98M +34,068 +1,622%
WPC
285
Waters Parkerson & Co
Louisiana
$6.22M +$68.6K +391 +1%
WTC
286
WhitTier Trust Company
Nevada
$6.19M +$238K +1,356 +4%
VPIM
287
Vanguard Personalized Indexing Management
California
$6.19M +$371K +2,115 +6%
SCM
288
Sterling Capital Management
North Carolina
$6.15M +$570K +3,247 +10%
CGH
289
Crossmark Global Holdings
Texas
$6.09M -$702K -3,999 -10%
Cerity Partners
290
Cerity Partners
New York
$6.04M -$2.1M -11,975 -25%
Truist Financial
291
Truist Financial
North Carolina
$6.04M +$2.67M +15,215 +77%
OC
292
Oppenheimer & Co
New York
$5.9M -$39.8K -227 -0.7%
SSWM
293
Sheets Smith Wealth Management
North Carolina
$5.85M +$283K +1,615 +5%
NIWA
294
New Insight Wealth Advisors
California
$5.76M -$607K -3,461 -9%
MCM
295
MAI Capital Management
Ohio
$5.72M +$5.37M +30,571 +1,154%
PFM
296
Patton Fund Management
Texas
$5.63M -$1.04M -5,912 -15%
EMPI
297
Elo Mutual Pension Insurance
Finland
$5.59M +$650K +3,702 +13%
Pacer Advisors
298
Pacer Advisors
Pennsylvania
$5.59M +$1.71M +9,737 +43%
UBP
299
Union Bancaire Privee
Switzerland
$5.53M +$5.63M +32,100 New
PAG
300
Private Advisor Group
New Jersey
$5.53M +$344K +1,959 +7%

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.