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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
EWP
826
Elevation Wealth Partners
California
$313K -$35.1K -200 -10%
RPWA
827
Regent Peak Wealth Advisors
Georgia
$312K -$1.05K -6 -0.3%
QWP
828
Quotient Wealth Partners
Texas
$311K +$16.7K +95 +6%
ASBI
829
American State Bank (Iowa)
Iowa
$310K
PMA
830
Prudent Man Advisors
Illinois
$307K -$32.5K -185 -9%
BC
831
Bridgefront Capital
Texas
$306K +$312K +1,777 New
WPP
832
Whalerock Point Partners
Rhode Island
$306K
SCM
833
Shelton Capital Management
Colorado
$304K
AAM
834
Augustine Asset Management
Florida
$302K -$12.1K -69 -4%
SFG
835
Socha Financial Group
New York
$301K +$17.6K +100 +6%
CWM
836
Cabot Wealth Management
Massachusetts
$301K
RBI
837
Raiffeisen Bank International
Austria
$300K +$308K +1,755 New
FSA
838
Fort Sheridan Advisors
Illinois
$299K
VIM
839
VELA Investment Management
Ohio
$299K
BJL
840
Brighton Jones LLC
Washington
$295K +$301K +1,713 New
OL
841
Optas LLC
Texas
$294K -$9.65K -55 -3%
DMBA
842
Deseret Mutual Benefit Administrators
Utah
$292K +$176 +1 +0.1%
CCA
843
Childress Capital Advisors
Texas
$291K +$10.2K +58 +4%
BP
844
BNP Paribas
France
$291K
SWIG
845
Strategic Wealth Investment Group
Kentucky
$291K
SYBT
846
Stock Yards Bank & Trust
Kentucky
$290K -$1.23K -7 -0.4%
PTP
847
Platform Technology Partners
New York
$286K -$45.3K -258 -13%
IWA
848
Icon Wealth Advisors
Texas
$286K +$2.63K +15 +0.9%
WVP
849
Worth Venture Partners
New Jersey
$284K
1C
850
111 Capital
France
$284K +$289K +1,648 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.