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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
TAM
301
Tocqueville Asset Management
New York
$5.47M -$50.4K -287 -0.9%
FIA
302
Foundations Investment Advisors
Arizona
$5.45M +$27.2K +155 +0.5%
VU
303
Vanderbilt University
Tennessee
$5.4M -$543K -3,095 -9%
JVBC
304
J.V. Bruni & Co
Colorado
$5.33M -$10.4M -59,527 -66%
WBC
305
Westpac Banking Corp
Australia
$5.31M -$292K -1,663 -5%
FAM
306
Fred Alger Management
New York
$5.3M -$11.2K -64 -0.2%
AC
307
Allstate Corporation
Illinois
$5.29M -$2.67M -15,195 -33%
MPIM
308
McGinn Penninger Investment Management
Virginia
$5.26M -$35.3K -201 -0.7%
II
309
Inspire Investing
Idaho
$5.25M -$155K -882 -3%
PHAM
310
Pacific Heights Asset Management
California
$5.25M +$70.2M +400,000 +400%
BPA
311
Beacon Pointe Advisors
California
$5.23M -$1.3M -7,426 -20%
IMPI
312
Ilmarinen Mutual Pension Insurance
Finland
$5.18M
GLF
313
Groupe la Francaise
France
$5.16M +$5.3M +30,216 New
EP
314
Edgestream Partners
New Jersey
$5.13M -$4.57M -26,044 -47%
CPCPP
315
Canada Post Corporation Pension Plan
Canada
$5.1M +$5.2M +29,631 New
IIM
316
INTECH Investment Management
Florida
$5.06M -$357K -2,034 -6%
DADC
317
D.A. Davidson & Co
Montana
$5.04M +$158K +901 +3%
MSU
318
Mizuho Securities USA
New York
$5.01M +$1.61M +9,195 +46%
BG
319
BDF Gestion
France
$4.93M -$1.74M -9,930 -26%
ET
320
Entropy Technologies
New York
$4.89M +$4.99M +28,424 New
Cambridge Investment Research Advisors
321
Cambridge Investment Research Advisors
Iowa
$4.89M +$7.55K +43 +0.2%
CCM
322
Condor Capital Management
New Jersey
$4.84M -$132K -751 -3%
Nordea Investment Management
323
Nordea Investment Management
Sweden
$4.84M -$21.1M -120,413 -81%
MWM
324
Modern Wealth Management
Kansas
$4.82M +$4.91M +27,981 New
GM
325
GeoWealth Management
Illinois
$4.79M +$936K +5,332 +24%

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.