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Simon Property Group
SPG

Overview Fund Activity

1,177 hedge funds and large institutions have $50.3B invested in Simon Property Group in 2024 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 417 increasing their positions, 410 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,177
Holders Change
+59
Holders Change %
+5.28%
% 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
170
Increased
417
Reduced
410
Closed
88
Calls
$296M
Puts
$340M
Net Calls
-$44.4M
Net Calls Change
-$156M

Top Buyers

1
BlackRock
BlackRock
New York
+$564M
2
Northern Trust
Northern Trust
Illinois
+$296M
3
RC
Resolution Capital
Australia
+$213M
4
Citadel Advisors
Citadel Advisors
Florida
+$126M
5
Capital World Investors
Capital World Investors
California
+$120M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$276M
2
IAIM
International Assets Investment Management
Florida
-$154M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$143M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$122M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$97.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFF
601
Michels Family Financial
Texas
$764K +$764K +4,439 New
PWG
602
Portside Wealth Group
Utah
$764K +$48.6K +282 +7%
IWM
603
IHT Wealth Management
Illinois
$761K -$147K -853 -16%
SC
604
Savant Capital
Illinois
$759K +$5.51K +32 +0.7%
SLI
605
Sumitomo Life Insurance
Japan
$758K -$27.4K -159 -3%
EWA
606
EP Wealth Advisors
California
$756K +$437K +2,537 +137%
AWA
607
Alta Wealth Advisors
Massachusetts
$739K -$1.72K -10 -0.2%
PA
608
Pinnacle Associates
New York
$729K +$350K +2,034 +93%
PWMG
609
Prestige Wealth Management Group
New Jersey
$728K -$1.55K -9 -0.2%
WS
610
Wedbush Securities
California
$728K -$21.9K -127 -3%
HI
611
Horizon Investments
North Carolina
$727K +$4.48K +26 +0.6%
PS
612
Principal Securities
Iowa
$713K +$28.6K +166 +4%
IA
613
Inspire Advisors
Idaho
$708K -$1.38K -8 -0.2%
DWT
614
Dorsey & Whitney Trust
South Dakota
$704K +$84.6K +491 +14%
NJIM
615
Nabity-Jensen Investment Management
Nebraska
$700K – – –
TSS
616
Two Sigma Securities
New York
$699K +$699K +4,061 New
TCOV
617
Trust Company of Vermont
Vermont
$698K -$4.65K -27 -0.7%
FFWM
618
Future Financial Wealth Management
Ohio
$694K -$33.2K -193 -5%
CA
619
Commerzbank Aktiengesellschaft
Germany
$692K +$46.2K +270 +7%
EI
620
Ellevest Inc
New York
$690K -$290K -1,685 -30%
CFM
621
Catalyst Funds Management
Australia
$689K -$964K -5,600 -58%
CMANY
622
Capital Management Associates (New York)
New York
$689K – – –
JIC
623
Joel Isaacson & Co
New York
$685K +$100K +582 +17%
BAM
624
Belpointe Asset Management
Nevada
$681K – – –
SS
625
Sunbelt Securities
Texas
$674K -$5.81K -34 -0.9%
23 24
25
26 27