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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
MSA
601
MUFG Securities Americas
New York
$780K +$795K +4,528 New
HT
602
Heritage Trust
Oklahoma
$780K +$795K +4,527 New
PHS
603
Pekin Hardy Strauss
Illinois
$778K
GFA
604
Gallagher Fiduciary Advisors
Illinois
$777K +$53.9K +307 +7%
MIF
605
Mediolanum International Funds
Ireland
$772K
MWM
606
Manske Wealth Management
Texas
$769K +$783K +4,463 New
MFF
607
Michels Family Financial
Texas
$764K +$779K +4,439 New
PWG
608
Portside Wealth Group
Utah
$764K +$49.5K +282 +7%
IWM
609
IHT Wealth Management
Illinois
$761K -$150K -853 -16%
SC
610
Savant Capital
Illinois
$759K +$5.62K +32 +0.7%
SLI
611
Sumitomo Life Insurance
Japan
$758K -$27.9K -159 -3%
EWA
612
EP Wealth Advisors
California
$756K +$445K +2,537 +137%
AWA
613
Alta Wealth Advisors
Massachusetts
$739K -$1.75K -10 -0.2%
PA
614
Pinnacle Associates
New York
$729K +$357K +2,034 +93%
PWMG
615
Prestige Wealth Management Group
New Jersey
$728K -$1.58K -9 -0.2%
WS
616
Wedbush Securities
California
$728K -$22.3K -127 -3%
HI
617
Horizon Investments
North Carolina
$727K +$4.56K +26 +0.6%
PS
618
Principal Securities
Iowa
$713K +$29.1K +166 +4%
IA
619
Inspire Advisors
Idaho
$708K -$1.4K -8 -0.2%
DWT
620
Dorsey & Whitney Trust
South Dakota
$704K +$86.2K +491 +14%
NJIM
621
Nabity-Jensen Investment Management
Nebraska
$700K
TSS
622
Two Sigma Securities
New York
$699K +$713K +4,061 New
TCOV
623
Trust Company of Vermont
Vermont
$698K -$4.74K -27 -0.7%
FFWM
624
Future Financial Wealth Management
Ohio
$694K -$33.9K -193 -5%
CA
625
Commerzbank Aktiengesellschaft
Germany
$692K +$47.4K +270 +7%

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.