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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
SC
551
Syon Capital
California
$1.03M -$17.6K -100 -2%
GFM
552
GF Fund Management
China
$1.02M +$1.04M +5,925 New
SCM
553
Stevens Capital Management
Pennsylvania
$1.01M -$2.61M -14,863 -72%
HWM
554
HB Wealth Management
Georgia
$1.01M +$126K +718 +14%
SCA
555
Snowden Capital Advisors
New York
$1.01M -$360K -2,052 -26%
SPC
556
Sigma Planning Corp
Michigan
$1.01M -$39.1K -223 -4%
SFA
557
Sequoia Financial Advisors
Ohio
$1M +$238K +1,354 +30%
AAA
558
Adams Asset Advisors
Texas
$997K
AL
559
Aspiriant LLC
California
$995K -$13K -74 -1%
CGL
560
Clarius Group LLC
Washington
$987K -$517K -2,945 -34%
RCM
561
Radnor Capital Management
Pennsylvania
$987K -$658K -3,747 -40%
PA
562
Parallel Advisors
California
$982K +$114K +650 +13%
IRC
563
Investors Research Corp
Georgia
$980K -$113K -643 -10%
CCA
564
Checchi Capital Advisers
California
$958K -$1.93K -11 -0.2%
S
565
SignatureFD
Georgia
$954K +$12.5K +71 +1%
WSC
566
Wellington Shields & Co
New York
$947K -$35.1K -200 -4%
GSEP
567
Golden State Equity Partners
California
$933K +$848K +4,831 +823%
LWCFA
568
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$933K
AFCM
569
Applied Finance Capital Management
Puerto Rico
$926K -$53.7K -306 -5%
GI
570
GAMMA Investing
California
$918K +$111K +630 +13%
BP
571
Ballentine Partners
Massachusetts
$912K +$104K +594 +13%
FHB
572
First Hawaiian Bank
Hawaii
$912K +$241K +1,372 +35%
AFP
573
Ausdal Financial Partners
Iowa
$890K -$43.2K -246 -5%
PA
574
Profund Advisors
Maryland
$887K -$577K -3,286 -39%
I
575
InceptionR
California
$887K -$118K -673 -12%

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.