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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
FNBSF
701
First National Bank Sioux Falls
South Dakota
$511K
LCM
702
Lazari Capital Management
California
$510K +$14K +80 +3%
LS
703
Livforsakringsbolaget Skandia
Sweden
$509K
MSWMA
704
Market Street Wealth Management Advisors
Indiana
$504K +$13.5K +77 +3%
SAM
705
Sompo Asset Management
Japan
$501K +$511K +2,910 New
WT
706
Washington Trust
Rhode Island
$499K
LAIC
707
Lederer & Associates Investment Counsel
California
$499K -$19K -108 -4%
AC
708
Avestar Capital
New York
$499K +$43.4K +247 +9%
AWA
709
Arete Wealth Advisors
Illinois
$492K -$83.5K -476 -14%
MJRIC
710
Mogy Joel R Investment Counsel
California
$486K
BFS
711
Bradley Foster & Sargent
Connecticut
$483K +$29K +165 +6%
MCA
712
Magnolia Capital Advisors
Mississippi
$482K +$166K +948 +51%
RSWM
713
Robertson Stephens Wealth Management
California
$482K +$39.3K +224 +9%
MA
714
Mutual Advisors
Nebraska
$481K -$1.75K -10 -0.4%
SAM
715
Smartleaf Asset Management
Massachusetts
$479K +$133K +759 +37%
OIA
716
Optimum Investment Advisors
Illinois
$479K -$35.1K -200 -7%
LWA
717
Lantern Wealth Advisors
New York
$478K
IAIM
718
International Assets Investment Management
Florida
$478K -$156M -889,333 -100%
SFC
719
Strategic Financial Concepts
Texas
$477K +$2.98K +17 +0.6%
SICM
720
Sustainable Insight Capital Management
New York
$473K +$482K +2,749 New
SA
721
Strategic Advocates
Utah
$473K -$84.8K -483 -15%
SWP
722
Stratos Wealth Partners
Ohio
$469K +$37.2K +212 +8%
NP
723
Nilsine Partners
Colorado
$467K +$42.5K +242 +10%
AGP
724
Autumn Glory Partners
Texas
$467K -$476K -2,710 -50%
WTB
725
Washington Trust Bank
Washington
$467K

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.