SPG icon

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 %
JFG
726
JDM Financial Group
Texas
$440K -$19.1K -111 -4%
BAAM
727
Baker Avenue Asset Management
California
$439K +$199K +1,156 +83%
FFA
728
Farther Finance Advisors
California
$437K -$42.2K -245 -9%
API
729
Asset Planning Inc
California
$437K +$437K +2,535 New
OWA
730
Octavia Wealth Advisors
Ohio
$436K -$7.06K -41 -2%
LFA
731
Legacy Financial Advisors
Kentucky
$436K +$7.75K +45 +2%
OC
732
Opinicus Capital
Florida
$434K -$30.5K -177 -7%
PCS
733
Personal CFO Solutions
New Jersey
$433K -$1.06M -6,140 -71%
SWP
734
Sagespring Wealth Partners
Tennessee
$431K +$431K +2,504 New
NERM
735
New England Research & Management
Illinois
$431K -$12.9K -75 -3%
WG
736
Welch Group
Alabama
$431K +$854 +5 +0.2%
FSA
737
Financial Sense Advisors
California
$431K – – –
MLL
738
Moody Lynn & Lieberson
Massachusetts
$431K – – –
IAS
739
Insigneo Advisory Services
Florida
$429K -$17K -99 -4%
HA
740
Huntleigh Advisors
Missouri
$424K +$424K +2,463 New
SIG
741
Sargent Investment Group
Maryland
$420K +$420K +2,430 New
DC
742
Davenport & Co
Virginia
$418K +$73.2K +425 +21%
HKIMG
743
Hutchens & Kramer Investment Management Group
Indiana
$417K -$9.13K -53 -2%
MFG
744
Merit Financial Group
Georgia
$416K +$416K +2,416 New
ORC
745
O'Rourke & Company
Massachusetts
$415K -$51.5K -299 -11%
ACA
746
Aptus Capital Advisors
Alabama
$415K +$137K +793 +49%
SCP
747
Silverleafe Capital Partners
Tennessee
$413K – – –
MWM
748
Meridian Wealth Management
Kentucky
$413K +$27.8K +163 +7%
UB
749
UMB Bank
Missouri
$412K +$11.4K +66 +3%
RFA
750
Resurgent Financial Advisors
Georgia
$409K +$409K +2,377 New
28 29
30
31 32