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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 %
XT
676
XTX Topco
Cayman Islands
$539K +$539K +3,131 New
FM
677
Foster & Motley
Ohio
$539K – – –
FDS
678
First Dallas Securities
Texas
$534K -$86.1K -500 -14%
CK
679
Cohen Klingenstein
New York
$534K – – –
OFG
680
Oxford Financial Group
Indiana
$532K +$29.8K +173 +6%
UAG
681
United Advisor Group
Ohio
$532K -$2.93K -17 -0.5%
QCG
682
Quadrant Capital Group
Ohio
$523K -$10.2K -59 -2%
AC
683
AlphaCore Capital
California
$522K +$522K +3,029 New
CIA
684
Capital Investment Advisors
Georgia
$520K +$4.31K +25 +0.8%
DWM
685
Diversify Wealth Management
Utah
$519K +$12.7K +74 +2%
RBC
686
Roble Belko & Company
Pennsylvania
$517K – – –
MIM
687
Merrion Investment Management
New Jersey
$517K – – –
WCA
688
Westover Capital Advisors
Delaware
$517K – – –
JSC
689
Jackson Square Capital
California
$515K +$6.89K +40 +1%
PCIA
690
Prime Capital Investment Advisors
Kansas
$515K +$11.9K +69 +2%
OAM
691
Ostrum Asset Management
France
$514K -$21.4K -124 -4%
PTC
692
Private Trust Company
Ohio
$513K +$151K +874 +42%
FNBSF
693
First National Bank Sioux Falls
South Dakota
$511K – – –
LCM
694
Lazari Capital Management
California
$510K +$13.8K +80 +3%
LS
695
Livforsakringsbolaget Skandia
Sweden
$509K – – –
MSWMA
696
Market Street Wealth Management Advisors
Indiana
$504K +$13.3K +77 +3%
SAM
697
Sompo Asset Management
Japan
$501K +$501K +2,910 New
WT
698
Washington Trust
Rhode Island
$499K – – –
LAIC
699
Lederer & Associates Investment Counsel
California
$499K -$18.6K -108 -4%
AC
700
Avestar Capital
New York
$499K +$42.5K +247 +9%
26 27
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