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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
Lido Advisors
401
Lido Advisors
California
$2.74M +$66.2K +377 +2%
KPWS
402
Kestra Private Wealth Services
Texas
$2.74M +$2.24M +12,758 +407%
AIMCA
403
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.67M
FMN
404
Financial Management Network
California
$2.67M +$11.8K +67 +0.4%
GAM
405
Gotham Asset Management
New York
$2.65M -$2.97M -16,945 -52%
AS
406
Aware Super
Australia
$2.62M +$2.68M +15,243 New
GAM
407
Groupama Asset Management
France
$2.6M +$1.32M +7,500 +97%
AHC
408
Adell Harriman & Carpenter
Texas
$2.54M -$36.9K -210 -1%
EOJOAM
409
E. Ohman J:or Asset Management
Sweden
$2.53M +$351K +2,000 +16%
NMERB
410
New Mexico Educational Retirement Board
New Mexico
$2.51M -$228K -1,300 -8%
AAS
411
Avantax Advisory Services
Texas
$2.5M +$261K +1,486 +11%
USWG
412
U.S. Wealth Group
New York
$2.47M +$2.51M +14,329 New
EAM
413
Erste Asset Management
Austria
$2.43M +$158K +900 +7%
FDCDDQ
414
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.41M +$161K +917 +7%
HIP
415
HUB Investment Partners
Texas
$2.4M +$34.9K +199 +1%
LWAM
416
Legacy Wealth Asset Management
Minnesota
$2.4M -$52.1K -297 -2%
CIG
417
Cascade Investment Group
Colorado
$2.38M -$43.9K -250 -2%
DI
418
Diligent Investors
California
$2.35M -$15.6K -89 -0.6%
CCP
419
Clough Capital Partners
Massachusetts
$2.34M
CIA
420
CCM Investment Advisers
South Carolina
$2.31M -$2.63K -15 -0.1%
UCFA
421
United Capital Financial Advisors
Texas
$2.31M -$337K -1,919 -13%
JPWM
422
Jamison Private Wealth Management
Georgia
$2.3M +$435K +2,478 +23%
GC
423
Guggenheim Capital
Illinois
$2.3M -$18.4M -104,627 -89%
CCP
424
Cunning Capital Partners
North Carolina
$2.28M
MWM
425
Moran Wealth Management
Florida
$2.28M -$25.6K -146 -1%

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.