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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 %
BIG
776
Brooklyn Investment Group
New York
$372K +$1.38K +8 +0.4%
NCM
777
Novare Capital Management
North Carolina
$370K -$8.61K -50 -2%
RFC
778
Regions Financial Corp
Alabama
$369K +$62K +360 +20%
MFIM
779
Mesirow Financial Investment Management
Illinois
$366K -$3.44K -20 -0.9%
KFS
780
Kaizen Financial Strategies
California
$365K +$4.13K +24 +1%
KCM
781
Kathmere Capital Management
Pennsylvania
$363K +$8.27K +48 +2%
RCAG
782
Rehmann Capital Advisory Group
Michigan
$363K -$9.65K -56 -3%
SWA
783
Stratos Wealth Advisors
Ohio
$363K -$76.3K -443 -17%
CCG
784
Catalina Capital Group
California
$362K +$20.3K +118 +6%
FIM
785
Freedom Investment Management
Connecticut
$361K -$32.7K -190 -8%
SQA
786
Simon Quick Advisors
New Jersey
$360K +$98.2K +570 +38%
WAC
787
William Allan Corp
Colorado
$355K +$23.2K +135 +7%
RT
788
Rockland Trust
Massachusetts
$353K – – –
EWA
789
EverSource Wealth Advisors
Alabama
$349K +$18.4K +107 +6%
LI
790
Lafayette Investments
Maryland
$349K -$17.2K -100 -5%
MF
791
Manchester Financial
California
$348K – – –
FB
792
Fulton Bank
Pennsylvania
$346K +$346K +2,009 New
1IA
793
1620 Investment Advisors
Massachusetts
$346K +$7.06K +41 +2%
WA
794
WealthTrust Axiom
Pennsylvania
$344K – – –
APWA
795
Atlas Private Wealth Advisors
New Jersey
$344K – – –
SAG
796
SageView Advisory Group
California
$341K +$31.8K +185 +10%
MWM
797
Mission Wealth Management
California
$340K +$27K +157 +9%
IB
798
Intrust Bank
Kansas
$334K -$48.6K -282 -13%
FCI
799
Financial Counselors Inc
Kansas
$331K – – –
4A
800
4Wealth Advisors
Illinois
$331K +$331K +1,922 New
30 31
32
33 34