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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 %
CWM
751
Congress Wealth Management
Massachusetts
$407K -$140K -814 -26%
IWA
752
IBEX Wealth Advisors
New Jersey
$404K +$404K +2,346 New
JSW
753
Journey Strategic Wealth
New Jersey
$404K +$1.38K +8 +0.3%
LC
754
Lindbrook Capital
California
$404K +$2.76K +16 +0.7%
TAM
755
Titleist Asset Management
Texas
$402K +$689 +4 +0.2%
MCM
756
Manchester Capital Management
Vermont
$400K +$689 +4 +0.2%
VSQM
757
V-Square Quantitative Management
Illinois
$399K +$36.2K +210 +10%
LIA
758
LS Investment Advisors
Michigan
$399K +$92.1K +535 +30%
EFG
759
Embree Financial Group
Illinois
$396K -$37.2K -216 -9%
JFG
760
Jefferies Financial Group
New York
$390K -$1.9M -11,030 -83%
AWM
761
Affinity Wealth Management
Delaware
$389K – – –
LI
762
LRI Investments
Florida
$388K – – –
BC
763
Burney Company
Virginia
$388K +$116K +674 +43%
FC
764
Fulcrum Capital
Washington
$387K +$387K +2,246 New
FCP
765
Fidelis Capital Partners
Florida
$386K +$6.07K +35 +2%
RCA
766
Resonant Capital Advisors
Wisconsin
$385K +$16K +93 +4%
AAIS
767
ABN AMRO Investment Solutions
$384K -$367K -2,134 -49%
HCM
768
Howard Capital Management
Georgia
$382K +$18.6K +108 +5%
BFS
769
Bard Financial Services
Connecticut
$381K – – –
AW
770
Alteri Wealth
California
$378K +$378K +2,196 New
RWA
771
Redhawk Wealth Advisors
Minnesota
$378K – – –
WKWM
772
Walter & Keenan Wealth Management
Indiana
$377K +$1.89K +11 +0.5%
CI
773
Conning Inc
Connecticut
$377K -$21.7K -126 -5%
GA
774
Geller Advisors
New York
$376K -$4.65K -27 -1%
CAMG
775
CWA Asset Management Group
Florida
$374K -$1.16M -6,721 -76%
29 30
31
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