We are live on ! Find out more
SPG icon

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
HCM
776
Howard Capital Management
Georgia
$382K +$19K +108 +5%
BFS
777
Bard Financial Services
Connecticut
$381K
AW
778
Alteri Wealth
California
$378K +$385K +2,196 New
RWA
779
Redhawk Wealth Advisors
Minnesota
$378K
WKWM
780
Walter & Keenan Wealth Management
Indiana
$377K +$1.93K +11 +0.5%
CI
781
Conning Inc
Connecticut
$377K -$22.1K -126 -5%
GA
782
Geller Advisors
New York
$376K -$4.74K -27 -1%
CAMG
783
CWA Asset Management Group
Florida
$374K -$1.18M -6,721 -76%
BIG
784
Brooklyn Investment Group
New York
$372K +$1.4K +8 +0.4%
NCM
785
Novare Capital Management
North Carolina
$370K -$8.78K -50 -2%
RFC
786
Regions Financial Corp
Alabama
$369K +$63.2K +360 +20%
MFIM
787
Mesirow Financial Investment Management
Illinois
$366K -$3.51K -20 -0.9%
KFS
788
Kaizen Financial Strategies
California
$365K +$4.21K +24 +1%
KCM
789
Kathmere Capital Management
Pennsylvania
$363K +$8.42K +48 +2%
RCAG
790
Rehmann Capital Advisory Group
Michigan
$363K -$9.83K -56 -3%
SWA
791
Stratos Wealth Advisors
Ohio
$363K -$77.7K -443 -17%
CCG
792
Catalina Capital Group
California
$362K +$20.7K +118 +6%
FIM
793
Freedom Investment Management
Connecticut
$361K -$33.3K -190 -8%
SQA
794
Simon Quick Advisors
New Jersey
$360K +$100K +570 +38%
WAC
795
William Allan Corp
Colorado
$355K +$23.7K +135 +7%
RT
796
Rockland Trust
Massachusetts
$353K
EWA
797
EverSource Wealth Advisors
Alabama
$349K +$18.8K +107 +6%
LI
798
Lafayette Investments
Maryland
$349K -$17.6K -100 -5%
MF
799
Manchester Financial
California
$348K
FB
800
Fulton Bank
Pennsylvania
$346K +$353K +2,009 New

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.