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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
ACMA
451
Arbor Capital Management (Alaska)
Alaska
$1.86M -$243K -1,387 -12%
JSSH
452
J. Safra Sarasin Holding
$1.86M -$3.01M -17,173 -61%
KLCM
453
KG&L Capital Management
Louisiana
$1.83M -$6.84K -39 -0.4%
Walleye Capital
454
Walleye Capital
New York
$1.82M +$1.34M +7,644 +261%
LM
455
Lincluden Management
Ontario, Canada
$1.82M -$99.9K -569 -5%
IWC
456
Integrated Wealth Concepts
Massachusetts
$1.81M -$67.9K -387 -4%
BCI
457
Brinker Capital Investments
Pennsylvania
$1.81M +$67.9K +387 +4%
OPS
458
Orion Portfolio Solutions
Nebraska
$1.81M +$67.9K +387 +4%
IGAM
459
iA Global Asset Management
Quebec, Canada
$1.79M -$84.2K -480 -4%
ECM
460
Everence Capital Management
Indiana
$1.77M -$202K -1,150 -10%
WFC
461
Western Financial Corp
California
$1.76M +$174K +992 +11%
MAS
462
Meeder Advisory Services
Ohio
$1.75M -$3.86K -22 -0.2%
PVI
463
Pine Valley Investments
New Jersey
$1.74M
PA
464
Promethium Advisors
Maryland
$1.73M +$27.4K +156 +2%
CW
465
CreativeOne Wealth
Kansas
$1.73M +$439K +2,502 +33%
BWM
466
BCGM Wealth Management
Indiana
$1.72M +$24.4K +139 +1%
AWCI
467
Alpine Woods Capital Investors
New York
$1.72M +$104K +594 +6%
SG
468
Sienna Gestion
France
$1.72M -$14.5M -82,532 -89%
MAM
469
Mystic Asset Management
Rhode Island
$1.72M -$3.51K -20 -0.2%
GT
470
Greenleaf Trust
Michigan
$1.71M +$35.6K +203 +2%
P
471
Pitcairn
Pennsylvania
$1.7M +$9.65K +55 +0.6%
NMIMC
472
Northwestern Mutual Investment Management Company
Wisconsin
$1.68M +$4.39K +25 +0.3%
KRSITF
473
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.67M +$336K +1,916 +21%
Carson Wealth (CWM LLC)
474
Carson Wealth (CWM LLC)
Nebraska
$1.67M +$56.7K +323 +3%
JWM
475
Jeppson Wealth Management
California
$1.67M -$43.9K -250 -3%

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.