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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 %
AWA
701
Arete Wealth Advisors
Illinois
$492K -$82K -476 -14%
MJRIC
702
Mogy Joel R Investment Counsel
California
$486K – – –
BFS
703
Bradley Foster & Sargent
Connecticut
$483K +$28.4K +165 +6%
MCA
704
Magnolia Capital Advisors
Mississippi
$482K +$163K +948 +51%
RSWM
705
Robertson Stephens Wealth Management
California
$482K +$38.6K +224 +9%
MA
706
Mutual Advisors
Nebraska
$481K -$1.73K -10 -0.4%
SAM
707
Smartleaf Asset Management
Massachusetts
$479K +$130K +759 +37%
OIA
708
Optimum Investment Advisors
Illinois
$479K -$34.4K -200 -7%
LWA
709
Lantern Wealth Advisors
New York
$478K – – –
IAIM
710
International Assets Investment Management
Florida
$478K -$154M -889,333 -100%
SFC
711
Strategic Financial Concepts
Texas
$477K +$2.93K +17 +0.6%
SICM
712
Sustainable Insight Capital Management
New York
$473K +$473K +2,749 New
SA
713
Strategic Advocates
Utah
$473K -$83.2K -483 -15%
SWP
714
Stratos Wealth Partners
Ohio
$469K +$36.5K +212 +8%
NP
715
Nilsine Partners
Colorado
$467K +$41.7K +242 +10%
AGP
716
Autumn Glory Partners
Texas
$467K -$467K -2,710 -50%
WTB
717
Washington Trust Bank
Washington
$467K – – –
PFC
718
Phocas Financial Corp
California
$466K +$466K +2,706 New
RPC
719
Rossmore Private Capital
Connecticut
$465K -$86.1K -500 -16%
AG
720
Ascent Group
Virginia
$461K +$68K +395 +17%
SCM
721
Schnieders Capital Management
California
$457K – – –
GJIA
722
Glass Jacobson Investment Advisors
Maryland
$455K +$6.89K +40 +2%
BF
723
BOK Financial
Oklahoma
$453K -$239K -1,397 -35%
BLC
724
Brown, Lisle/Cummings
Rhode Island
$453K +$51.7K +300 +13%
PWMAG
725
Pinnacle Wealth Management Advisory Group
New Jersey
$451K +$75.4K +438 +20%
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