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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
EI
626
Ellevest Inc
New York
$690K -$296K -1,685 -30%
CFM
627
Catalyst Funds Management
Australia
$689K -$983K -5,600 -58%
CMANY
628
Capital Management Associates (New York)
New York
$689K
JIC
629
Joel Isaacson & Co
New York
$685K +$102K +582 +17%
BAM
630
Belpointe Asset Management
Nevada
$681K
SS
631
Sunbelt Securities
Texas
$674K -$5.97K -34 -0.9%
CFO
632
Callan Family Office
Pennsylvania
$672K +$404K +2,302 +144%
WIA
633
World Investment Advisors
California
$668K +$60.4K +344 +10%
BIA
634
Beacon Investment Advisors
Maryland
$664K +$3.51K +20 +0.5%
SIA
635
SkyView Investment Advisors
New Jersey
$663K +$7.9K +45 +1%
TW
636
TritonPoint Wealth
Maryland
$656K +$1.23K +7 +0.2%
LFG
637
Larson Financial Group
Missouri
$655K +$53.2K +303 +9%
SIA
638
Schechter Investment Advisors
Michigan
$655K -$21.8K -124 -3%
IA
639
IFP Advisors
Florida
$643K +$27.9K +159 +4%
RCI
640
RS Crum Inc
California
$641K -$176 -1 -0%
MOS
641
MGO One Seven
Ohio
$637K +$30.9K +176 +5%
SF
642
Summit Financial
New Jersey
$637K +$138K +785 +27%
TFA
643
Tobias Financial Advisors
Florida
$636K +$5.97K +34 +0.9%
SW
644
SVB Wealth
Massachusetts
$634K +$646K +3,681 New
PI
645
PFG Investments
New York
$632K -$878 -5 -0.1%
FC
646
Forte Capital
New York
$630K -$12.3K -70 -2%
HFM
647
Harvest Fund Management
China
$628K -$440K -2,508 -41%
FTWA
648
Fifth Third Wealth Advisors
Ohio
$627K +$14.9K +85 +2%
HAG
649
HighPoint Advisor Group
Illinois
$626K +$10.5K +60 +2%
GL
650
GHE LLC
Tennessee
$626K

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.