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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
JIP
426
Jaffetilchin Investment Partners
Florida
$2.22M +$25.4K +145 +1%
CAM
427
Carret Asset Management
New York
$2.22M
BHCM
428
Brevan Howard Capital Management
Jersey
$2.2M -$3.09M -17,629 -58%
TBA
429
Tower Bridge Advisors
Pennsylvania
$2.2M -$8.78K -50 -0.4%
SF
430
Slagle Financial
Illinois
$2.2M +$201K +1,145 +10%
RCIM
431
Red Cedar Investment Management
Michigan
$2.2M -$850K -4,843 -28%
Marshall Wace
432
Marshall Wace
United Kingdom
$2.16M +$1.56M +8,897 +244%
ITC
433
Inspire Trust Company
Nevada
$2.15M
AM
434
AGF Management
Ontario, Canada
$2.15M +$133K +760 +6%
SPIA
435
Steward Partners Investment Advisory
New York
$2.14M -$137K -782 -6%
PAS
436
Park Avenue Securities
New York
$2.14M +$12.5K +71 +0.6%
CIP
437
Convergence Investment Partners
Florida
$2.13M +$107K +610 +5%
Envestnet Portfolio Solutions
438
Envestnet Portfolio Solutions
Illinois
$2.11M -$2.81M -15,990 -57%
DSCM
439
Del-Sette Capital Management
New York
$2.08M -$91.3K -520 -4%
SFM
440
Signet Financial Management
New Jersey
$2.03M -$4.04K -23 -0.2%
SCP
441
Stamos Capital Partners
California
$2.03M +$1.02M +5,820 +98%
FFG
442
Fortem Financial Group
California
$2M +$7.02K +40 +0.3%
HCM
443
Howland Capital Management
Massachusetts
$1.95M -$29.7K -169 -1%
WSCM
444
Wellington Shields Capital Management
New York
$1.95M -$161K -920 -8%
PS
445
Presima Securities
Quebec, Canada
$1.95M
OTPPB
446
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.95M -$1.22M -6,979 -38%
CIA
447
Cascade Investment Advisors
Oregon
$1.93M -$7.02K -40 -0.4%
GCM
448
GKV Capital Management
California
$1.92M +$1.96M +11,170 New
RWM
449
Ritholtz Wealth Management
New York
$1.91M +$214K +1,217 +12%
Simplex Trading
450
Simplex Trading
Illinois
$1.9M +$1.94M +11,052 New

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.