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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
GHAM
576
Gilman Hill Asset Management
Connecticut
$886K -$53.5K -305 -6%
MIM
577
Morningstar Investment Management
Illinois
$882K -$37.2K -212 -4%
TGAM
578
TBH Global Asset Management
Tennessee
$879K +$351 +2 +0%
EWA
579
Emergent Wealth Advisors
New York
$876K +$19.1K +109 +2%
GCA
580
Genesee Capital Advisors
New York
$871K -$14.9K -85 -2%
VAS
581
Vestmark Advisory Solutions
Massachusetts
$864K +$12.3K +70 +1%
CCM
582
Chilton Capital Management
Texas
$861K -$941K -5,360 -52%
AAI
583
American Assets Inc
California
$861K
SVWAG
584
Sound View Wealth Advisors Group
Georgia
$854K -$8.95K -51 -1%
ECM
585
Evergreen Capital Management
Washington
$853K -$34.9K -199 -4%
MCM
586
Monument Capital Management
Virginia
$848K -$11.4K -65 -1%
IPW
587
Impact Partnership Wealth
Georgia
$845K +$4.56K +26 +0.5%
CBUSF
588
Construction & Building Unions Superannuation Fund
Australia
$844K +$860K +4,900 New
WA
589
WESPAC Advisors
California
$841K +$857K +4,882 New
HWP
590
Highline Wealth Partners
California
$840K +$2.46K +14 +0.3%
I
591
INVST
Indiana
$836K +$5.09K +29 +0.6%
BEI
592
Benjamin Edwards Inc
Missouri
$833K -$10.5K -60 -1%
ATIA
593
American Trust Investment Advisors
New Hampshire
$832K +$164K +935 +24%
SSG
594
Summit Securities Group
New York
$827K +$544K +3,101 +182%
IIM
595
InTrack Investment Management
Vermont
$823K +$294K +1,675 +55%
MMG
596
Monetary Management Group
Missouri
$822K
VW
597
Veridan Wealth
Oregon
$819K +$829K +4,722 New
CSS
598
Cubist Systematic Strategies
Connecticut
$807K +$822K +4,686 New
BRWA
599
B. Riley Wealth Advisors
Florida
$800K -$425K -2,423 -34%
NP
600
NorthRock Partners
Minnesota
$798K +$9.83K +56 +1%

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.