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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
HKIMG
751
Hutchens & Kramer Investment Management Group
Indiana
$417K -$9.3K -53 -2%
MFG
752
Merit Financial Group
Georgia
$416K +$424K +2,416 New
ORC
753
O'Rourke & Company
Massachusetts
$415K -$52.5K -299 -11%
ACA
754
Aptus Capital Advisors
Alabama
$415K +$139K +793 +49%
SCP
755
Silverleafe Capital Partners
Tennessee
$413K
MWM
756
Meridian Wealth Management
Kentucky
$413K +$28.6K +163 +7%
UB
757
UMB Bank
Missouri
$412K +$11.6K +66 +3%
RFA
758
Resurgent Financial Advisors
Georgia
$409K +$417K +2,377 New
CWM
759
Congress Wealth Management
Massachusetts
$407K -$143K -814 -26%
IWA
760
IBEX Wealth Advisors
New Jersey
$404K +$412K +2,346 New
JSW
761
Journey Strategic Wealth
New Jersey
$404K +$1.4K +8 +0.3%
LC
762
Lindbrook Capital
California
$404K +$2.81K +16 +0.7%
TAM
763
Titleist Asset Management
Texas
$402K +$702 +4 +0.2%
MCM
764
Manchester Capital Management
Vermont
$400K +$702 +4 +0.2%
VSQM
765
V-Square Quantitative Management
Illinois
$399K +$36.9K +210 +10%
LIA
766
LS Investment Advisors
Michigan
$399K +$93.9K +535 +30%
EFG
767
Embree Financial Group
Illinois
$396K -$37.9K -216 -9%
JFG
768
Jefferies Financial Group
New York
$390K -$1.94M -11,030 -83%
AWM
769
Affinity Wealth Management
Delaware
$389K
LI
770
LRI Investments
Florida
$388K
BC
771
Burney Company
Virginia
$388K +$118K +674 +43%
FC
772
Fulcrum Capital
Washington
$387K +$394K +2,246 New
FCP
773
Fidelis Capital Partners
Florida
$386K +$6.14K +35 +2%
RCA
774
Resonant Capital Advisors
Wisconsin
$385K +$16.3K +93 +4%
AAIS
775
ABN AMRO Investment Solutions
$384K -$375K -2,134 -49%

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.