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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
HCMT
526
Highland Capital Management (Tennessee)
Tennessee
$1.19M +$1.21M +6,909 New
WSFS
527
Wilmington Savings Fund Society
Delaware
$1.18M +$333K +1,895 +38%
QIM
528
Quantitative Investment Management
Virginia
$1.16M +$1.18M +6,714 New
LNWWM
529
Laird Norton Wetherby Wealth Management
California
$1.16M -$63K -359 -5%
WPC
530
Wedmont Private Capital
Pennsylvania
$1.15M +$37.9K +216 +3%
KIA
531
Knollwood Investment Advisory
Maryland
$1.15M
SAM
532
Shell Asset Management
Netherlands
$1.14M
A
533
AlphaQuest
New York
$1.13M +$1.15M +6,565 New
Grantham, Mayo, Van Otterloo & Co (GMO)
534
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.12M -$4.39K -25 -0.4%
PWM
535
Perigon Wealth Management
California
$1.12M -$31.2K -178 -3%
NRD
536
Nebula Research & Development
New York
$1.11M +$1.13M +6,433 New
HCA
537
Harbor Capital Advisors
Illinois
$1.09M +$27K +154 +2%
RPCONE
538
Retirement Planning Company of New England
Rhode Island
$1.09M -$7.72K -44 -0.7%
CCM
539
Coldstream Capital Management
Washington
$1.09M +$35.8K +204 +3%
OIA
540
OneDigital Investment Advisors
Kansas
$1.09M -$34.2K -195 -3%
KeyBank National Association
541
KeyBank National Association
Ohio
$1.09M +$38.6K +220 +4%
DILIC
542
Dai-ichi Life Insurance Company
Japan
$1.09M -$1.84M -10,500 -62%
FIA
543
FNY Investment Advisers
New York
$1.08M -$316K -1,800 -22%
BFG
544
Bleakley Financial Group
New Jersey
$1.07M +$10.9K +62 +1%
SW
545
Solidarity Wealth
Utah
$1.06M
MSA
546
Marino Stram & Associates
Massachusetts
$1.06M -$176 -1 -0%
MCA
547
MSH Capital Advisors
Arizona
$1.05M
AFG
548
Atomi Financial Group
New York
$1.05M +$65.5K +373 +7%
CIS
549
Custom Index Systems
New York
$1.05M +$74.8K +426 +8%
RIA
550
Regal Investment Advisors
Michigan
$1.04M +$37.4K +213 +4%

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.