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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
ACM
851
Aster Capital Management
United Arab Emirates
$283K -$2.62M -14,931 -90%
WCM
852
Winthrop Capital Management
Indiana
$283K +$290K +1,655 New
PAM
853
Paradigm Asset Management
New York
$282K -$1.07M -6,100 -79%
MCCP
854
Mission Creek Capital Partners
California
$280K +$37.6K +214 +15%
CWM
855
Cornerstone Wealth Management
Missouri
$280K -$8.25K -47 -3%
WAM
856
Weiss Asset Management
Massachusetts
$279K -$20.2M -114,993 -99%
MWM
857
Modera Wealth Management
New Jersey
$279K +$35.3K +201 +14%
CFD
858
Creative Financial Designs
Indiana
$279K +$210K +1,199 +284%
TPCW
859
TD Private Client Wealth
New York
$275K +$28.1K +160 +11%
CWM
860
ClientFirst Wealth Management
Arkansas
$274K +$280K +1,593 New
SW
861
SlateStone Wealth
Florida
$274K +$39.1K +223 +16%
CI Investments Inc
862
CI Investments Inc
Ontario, Canada
$272K -$28.4K -162 -9%
AWAU
863
Alliance Wealth Advisors (Utah)
Utah
$272K +$5.26K +30 +2%
GWCM
864
Godshalk Welsh Capital Management
Pennsylvania
$271K
CIC
865
Carnegie Investment Counsel
Ohio
$270K +$11.4K +65 +4%
KA
866
Kovack Advisors
Florida
$270K +$28.1K +160 +11%
NSIM
867
North Star Investment Management
Illinois
$269K
FPAS
868
Focus Partners Advisor Solutions
Missouri
$268K -$23.5K -134 -8%
PPW
869
Parcion Private Wealth
Washington
$268K
FT
870
Fiduciary Trust
Massachusetts
$265K +$6.67K +38 +3%
USCWA
871
U.S. Capital Wealth Advisors
Texas
$264K +$15.3K +87 +6%
FB
872
First Bancorp
Maine
$264K +$527 +3 +0.2%
DWA
873
Dorsey Wright & Associates
California
$263K -$2.46K -14 -0.9%
DAS
874
Diversify Advisory Services
Utah
$263K +$270K +1,537 New
JCM
875
Jacobi Capital Management
Pennsylvania
$262K -$17.9K -102 -6%

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.