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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
AIS
676
American Investment Services
Massachusetts
$552K
AIP
677
Ameritas Investment Partners
Nebraska
$549K -$20.4K -116 -4%
SI
678
Stephens Inc
Arkansas
$548K -$30.2K -172 -5%
AF
679
Allworth Financial
California
$545K +$323K +1,842 +141%
WPC
680
White Pine Capital
Minnesota
$542K +$26.3K +150 +5%
PCP
681
Proficio Capital Partners
Massachusetts
$542K +$134K +761 +32%
XT
682
XTX Topco
Cayman Islands
$539K +$550K +3,131 New
FM
683
Foster & Motley
Ohio
$539K
FDS
684
First Dallas Securities
Texas
$534K -$87.8K -500 -14%
CK
685
Cohen Klingenstein
New York
$534K
OFG
686
Oxford Financial Group
Indiana
$532K +$30.4K +173 +6%
UAG
687
United Advisor Group
Ohio
$532K -$2.98K -17 -0.5%
UWS
688
Unique Wealth Strategies
Illinois
$525K +$27.7K +158 +5%
QCG
689
Quadrant Capital Group
Ohio
$523K -$10.4K -59 -2%
AC
690
AlphaCore Capital
California
$522K +$532K +3,029 New
CIA
691
Capital Investment Advisors
Georgia
$520K +$4.39K +25 +0.8%
DWM
692
Diversify Wealth Management
Utah
$519K +$13K +74 +2%
RBC
693
Roble Belko & Company
Pennsylvania
$517K
MIM
694
Merrion Investment Management
New Jersey
$517K
WCA
695
Westover Capital Advisors
Delaware
$517K
JSC
696
Jackson Square Capital
California
$515K +$7.02K +40 +1%
PCIA
697
Prime Capital Investment Advisors
Kansas
$515K +$12.1K +69 +2%
OAM
698
Ostrum Asset Management
France
$514K -$21.8K -124 -4%
PTC
699
Private Trust Company
Ohio
$513K +$153K +874 +42%
IFG
700
Independent Financial Group
California
$511K -$46K -262 -8%

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.