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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
TRSOTSOK
351
Teachers Retirement System of the State of Kentucky
Kentucky
$3.9M -$112K -637 -3%
SFI
352
Susquehanna Fundamental Investments
Pennsylvania
$3.86M +$3.94M +22,427 New
CAPTRUST Financial Advisors
353
CAPTRUST Financial Advisors
North Carolina
$3.84M -$80.7K -460 -2%
OAC
354
OMERS Administration Corp
Ontario, Canada
$3.82M -$1.11M -6,313 -22%
GIM
355
Grassi Investment Management
California
$3.79M -$25.6K -146 -0.7%
WC
356
Waterloo Capital
Texas
$3.79M +$17.7K +101 +0.5%
DEA
357
DoubleLine ETF Adviser
Florida
$3.78M +$13.2K +75 +0.3%
BAMF
358
BI Asset Management Fondsmaeglerselskab
Denmark
$3.76M -$4.86M -27,712 -56%
BCM
359
Brookstone Capital Management
Illinois
$3.74M +$97.9K +558 +3%
AAM
360
Advisors Asset Management
Colorado
$3.73M +$662K +3,773 +21%
SA
361
SAM Advisors
California
$3.71M -$79.7K -454 -2%
YC
362
Yarbrough Capital
Tennessee
$3.7M
FA
363
Fiduciary Alliance
South Carolina
$3.65M +$3.72M +21,216 New
William Blair & Company
364
William Blair & Company
Illinois
$3.65M +$211K +1,202 +6%
KRS
365
Kentucky Retirement Systems
Kentucky
$3.63M -$51.1K -291 -1%
PIM
366
Plato Investment Management
Australia
$3.61M +$691K +3,936 +23%
TI
367
Tidal Investments
Wisconsin
$3.6M +$234K +1,335 +7%
SGI
368
Summit Global Investments
Utah
$3.59M +$31.9K +182 +0.9%
KAS
369
Kestra Advisory Services
Texas
$3.59M +$2.71M +15,468 +287%
CB
370
Commerce Bank
Missouri
$3.54M -$12.1K -69 -0.3%
VVP
371
Venture Visionary Partners
Ohio
$3.49M +$595K +3,389 +20%
SGA
372
Strategic Global Advisors
California
$3.49M +$132K +750 +4%
Bank Julius Baer & Co
373
Bank Julius Baer & Co
Switzerland
$3.45M +$1.97M +11,221 +162%
Verition Fund Management
374
Verition Fund Management
Connecticut
$3.41M +$1.39M +7,911 +67%
LSAG
375
Lake Street Advisors Group
New Hampshire
$3.36M +$2.21M +12,590 +182%

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.