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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
CL
476
Choreo LLC
Illinois
$1.67M -$108K -614 -6%
NW
477
NewEdge Wealth
Pennsylvania
$1.66M +$232K +1,320 +16%
QT
478
Quantbot Technologies
New York
$1.66M +$1.69M +9,627 New
O
479
Ossiam
France
$1.65M -$591K -3,365 -26%
CRWM
480
Castle Rock Wealth Management
California
$1.64M +$39.1K +223 +3%
TMAM
481
Tokio Marine Asset Management
Japan
$1.63M -$18.6K -106 -1%
PL
482
Perpetual Ltd
Australia
$1.63M -$205K -1,170 -11%
BMSSC
483
B. Metzler seel. Sohn & Co
Germany
$1.62M
CAM
484
Cresset Asset Management
Illinois
$1.59M -$5.08M -28,955 -76%
SW
485
SteelPeak Wealth
California
$1.58M +$254K +1,446 +19%
AIA
486
Affinity Investment Advisors
California
$1.56M -$443K -2,524 -22%
OCM
487
One Capital Management
California
$1.56M
NG
488
Norden Group
Utah
$1.55M -$4.74K -27 -0.3%
DF
489
Donoghue Forlines
Massachusetts
$1.54M -$2.31M -13,145 -59%
CCM
490
Cullen Capital Management
New York
$1.54M -$310K -1,764 -16%
OL
491
one8zero8 LLC
North Carolina
$1.53M +$1.56M +8,868 New
MM
492
Morangie Management
Florida
$1.52M +$1.55M +8,810 New
AWM
493
Apollon Wealth Management
South Carolina
$1.51M +$359K +2,045 +31%
MFG
494
MidWestOne Financial Group
Iowa
$1.5M +$503K +2,866 +49%
PCM
495
Penserra Capital Management
California
$1.5M -$159K -907 -9%
AssetMark Inc
496
AssetMark Inc
California
$1.47M -$39.3K -224 -3%
HWAM
497
Hennion & Walsh Asset Management
New Jersey
$1.43M +$15.8K +90 +1%
VFA
498
Valeo Financial Advisors
Indiana
$1.42M -$209K -1,188 -13%
OBAM
499
ODDO BHF Asset Management
France
$1.41M +$252K +1,436 +21%
PVM
500
Palogic Value Management
Texas
$1.4M +$4.21K +24 +0.3%

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.