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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 %
CWM
851
ClientFirst Wealth Management
Arkansas
$274K +$274K +1,593 New
SW
852
SlateStone Wealth
Florida
$274K +$38.4K +223 +16%
CI Investments Inc
853
CI Investments Inc
Ontario, Canada
$272K -$27.9K -162 -9%
AWAU
854
Alliance Wealth Advisors (Utah)
Utah
$272K +$5.17K +30 +2%
GWCM
855
Godshalk Welsh Capital Management
Pennsylvania
$271K – – –
CIC
856
Carnegie Investment Counsel
Ohio
$270K +$11.2K +65 +4%
KA
857
Kovack Advisors
Florida
$270K +$27.6K +160 +11%
NSIM
858
North Star Investment Management
Illinois
$269K – – –
FPAS
859
Focus Partners Advisor Solutions
Missouri
$268K -$23.1K -134 -8%
PPW
860
Parcion Private Wealth
Washington
$268K – – –
FT
861
Fiduciary Trust
Massachusetts
$265K +$6.54K +38 +3%
USCWA
862
U.S. Capital Wealth Advisors
Texas
$264K +$15K +87 +6%
FB
863
First Bancorp
Maine
$264K +$517 +3 +0.2%
DWA
864
Dorsey Wright & Associates
California
$263K -$2.41K -14 -0.9%
DAS
865
Diversify Advisory Services
Utah
$263K +$263K +1,537 New
JCM
866
Jacobi Capital Management
Pennsylvania
$262K -$17.6K -102 -6%
VC
867
Vicus Capital
Pennsylvania
$262K -$3.1K -18 -1%
TIAA Trust, National Association
868
TIAA Trust, National Association
North Carolina
$262K +$7.58K +44 +3%
Man Group
869
Man Group
United Kingdom
$258K -$560K -3,254 -68%
LC
870
Lavaca Capital
Texas
$258K – – –
FTUS
871
Flow Traders U.S.
New York
$258K +$258K +1,498 New
KWM
872
Kingsview Wealth Management
Oregon
$257K +$345 +2 +0.1%
HCMG
873
Howard Capital Management Group
California
$257K – – –
SF
874
Synovus Financial
Georgia
$256K -$195K -1,127 -43%
MCI
875
MRP Capital Investments
Georgia
$254K -$12.9K -75 -5%
33 34
35
36 37