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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
OGC
651
Oak Grove Capital
New Hampshire
$620K
EFG
652
Everhart Financial Group
Ohio
$613K +$40.2K +229 +7%
ACI
653
Alpha Cubed Investments
California
$612K +$53.5K +305 +9%
RIL
654
Rothschild Investment LLC
Illinois
$610K +$3.86K +22 +0.6%
PPWP
655
Premier Path Wealth Partners
New Jersey
$609K -$1.34M -7,638 -68%
MPAM
656
Murphy Pohlad Asset Management
Minnesota
$609K -$87.8K -500 -12%
BPC
657
Bearing Point Capital
Minnesota
$608K +$620K +3,532 New
SFI
658
Siemens Fonds Invest
Germany
$603K
EW
659
Element Wealth
Mississippi
$599K +$4.91K +28 +0.8%
SWM
660
Spire Wealth Management
Virginia
$597K +$608K +3,465 New
SMA
661
Sage Mountain Advisors
Georgia
$594K +$36K +205 +6%
JF
662
Jump Financial
Illinois
$591K -$1.72M -9,812 -74%
GCM
663
Gables Capital Management
Florida
$588K -$4.39K -25 -0.7%
OIAM
664
OFI Invest Asset Management
France
$587K +$620K +3,530 New
OP
665
ORG Partners
Indiana
$587K +$68.6K +391 +13%
SC
666
Schulhoff & Co
Ohio
$585K +$5.79K +33 +1%
YIM
667
Yoffe Investment Management
Pennsylvania
$583K +$594K +3,383 New
MG
668
Mather Group
Illinois
$578K -$18.3K -104 -3%
CI
669
Cigna Investments
Connecticut
$577K
SACTSONJ
670
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$568K
GL
671
Graypoint LLC
New York
$568K -$1.05K -6 -0.2%
HH
672
Hilltop Holdings
Texas
$567K -$323K -1,842 -36%
Balyasny Asset Management
673
Balyasny Asset Management
Illinois
$560K -$18.7M -106,390 -97%
FCM
674
Fourpath Capital Management
Oklahoma
$555K
VT
675
Vise Technologies
New York
$555K +$323K +1,840 +133%

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.