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Simon Property Group

1,099 hedge funds and large institutions have $43.7B invested in Simon Property Group in 2024 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 429 increasing their positions, 378 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 75

27% more call options, than puts

Call options by funds: $373M | Put options by funds: $293M

13% more repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 378

2% more funds holding

Funds holding: 1,0811,099 (+18)

0% more funds holding in top 10

Funds holding in top 10: 2424 (0)

0.5% less ownership

Funds ownership: 89.03%88.53% (-0.5%)

4% less capital invested

Capital invested by funds: $45.3B → $43.7B (-$1.61B)

Holders
1,099
Holders Change
+18
Holders Change %
+1.67%
% of All Funds
15.87%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
104
Increased
429
Reduced
378
Closed
75
Calls
$373M
Puts
$293M
Net Calls
+$79.7M
Net Calls Change
-$66M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
301
Condor Capital Management
New Jersey
$4.4M -$98.4K -668 -2%
DADC
302
D.A. Davidson & Co
Montana
$4.37M +$103K +701 +2%
JSSH
303
J. Safra Sarasin Holding
$4.36M +$4.23M +28,694 New
VU
304
Vanderbilt University
Tennessee
$4.33M -$755K -5,128 -15%
OPERF
305
Oregon Public Employees Retirement Fund
Oregon
$4.24M +$14.7K +100 +0.4%
Fifth Third Bancorp
306
Fifth Third Bancorp
Ohio
$4.2M +$166K +1,129 +4%
Squarepoint
307
Squarepoint
New York
$4.19M -$26.3M -178,820 -87%
AI
308
Atria Investments
North Carolina
$4.15M -$48.3K -328 -1%
LMGAM
309
Liberty Mutual Group Asset Management
Massachusetts
$4.1M +$58.6K +398 +1%
Envestnet Portfolio Solutions
310
Envestnet Portfolio Solutions
Illinois
$4.09M +$297K +2,016 +8%
GIBU
311
Gulf International Bank (UK)
United Kingdom
$4.09M -$14.7K -100 -0.4%
NB
312
Norinchukin Bank
Japan
$4.01M -$47.7K -324 -1%
PS
313
Presima Securities
Quebec, Canada
$3.98M +$14.7K +100 +0.4%
TRSOTSOK
314
Teachers Retirement System of the State of Kentucky
Kentucky
$3.94M -$102K -692 -3%
IIM
315
INTECH Investment Management
Florida
$3.93M +$2.27M +15,442 +148%
FG
316
Fiduciary Group
Georgia
$3.84M -$86.2K -585 -2%
MSRPS
317
Maryland State Retirement & Pension System
Maryland
$3.83M
MSU
318
Mizuho Securities USA
New York
$3.81M +$3.7M +25,119 New
GVAG
319
Great Valley Advisor Group
Delaware
$3.79M -$272K -1,849 -7%
TC
320
TownSquare Capital
Utah
$3.78M +$245K +1,662 +7%
ASN
321
Advisory Services Network
Georgia
$3.75M +$181K +1,229 +5%
KRS
322
Kentucky Retirement Systems
Kentucky
$3.73M -$28K -190 -0.8%
TI
323
TTP Investments
California
$3.66M +$341K +2,312 +11%
NPP
324
New Potomac Partners
Maryland
$3.66M -$27K -183 -0.8%
NIP
325
Nicholas Investment Partners
California
$3.63M

SPG Hedge Fund Activity: Q2 2024 in Review

1,099 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q2 2024, worth a combined $43.7B — down 3.6% from $45.3B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new SPG positions and 75 closed out — a net gain of 29 holders — while 429 added to existing stakes and 378 trimmed.

The largest buyer was Bank of America, adding an estimated $673M. The largest seller was UBS AM, cutting an estimated $331M.

  • 1,099 institutional investors held Simon Property Group (SPG) as of Q2 2024, up from 1,081 in Q1 2024.
  • Funds reported $43.7B of Simon Property Group stock for Q2 2024, down 3.6% quarter-over-quarter.
  • 104 funds opened new Simon Property Group positions in Q2 2024 and 75 closed out, a net change of +29 holders.
  • The largest Simon Property Group buyer in Q2 2024 was Bank of America, an estimated $673M added.
  • The largest Simon Property Group seller in Q2 2024 was UBS AM, an estimated $331M sold.

Based on aggregated 13F filings for Q2 2024.