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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
1IA
801
1620 Investment Advisors
Massachusetts
$346K +$7.2K +41 +2%
APWA
802
Atlas Private Wealth Advisors
New Jersey
$344K
WA
803
WealthTrust Axiom
Pennsylvania
$344K
SAG
804
SageView Advisory Group
California
$341K +$32.5K +185 +10%
MWM
805
Mission Wealth Management
California
$340K +$27.6K +157 +9%
IB
806
Intrust Bank
Kansas
$334K -$49.5K -282 -13%
FCI
807
Financial Counselors Inc
Kansas
$331K
4A
808
4Wealth Advisors
Illinois
$331K +$337K +1,922 New
BPWM
809
Badgley Phelps Wealth Managers
Washington
$331K +$85.6K +488 +34%
GLA
810
Good Life Advisors
Pennsylvania
$329K -$7.9K -45 -2%
IAP
811
Indie Asset Partners
Indiana
$329K +$1.58K +9 +0.5%
GIA
812
Gateway Investment Advisers
Ohio
$326K -$27K -154 -8%
DS
813
DRW Securities
Illinois
$325K +$33.5K +191 +11%
FMLI
814
Fukoku Mutual Life Insurance
Japan
$325K
IA
815
IFG Advisory
Georgia
$323K +$329K +1,877 New
CTC
816
Cetera Trust Company
Minnesota
$323K -$30.7K -175 -9%
Jane Street
817
Jane Street
New York
$320K -$35M -199,157 -99%
FFA
818
First Foundation Advisors
California
$320K -$183K -1,042 -36%
PCMM
819
Piedmont Capital Management (Montana)
Montana
$320K +$527 +3 +0.2%
LWM
820
LJI Wealth Management
Indiana
$318K -$53K -302 -14%
IF
821
Intrua Financial
Texas
$318K -$125K -713 -28%
ANTB
822
AMG National Trust Bank
Colorado
$318K +$324K +1,845 New
GLA
823
Great Lakes Advisors
Illinois
$317K -$13K -74 -4%
JIC
824
Johnson Investment Counsel
Ohio
$316K -$13.7K -78 -4%
CA
825
Cornerstone Advisory
Maryland
$314K +$9.13K +52 +3%

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.