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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 %
KFA
876
Krane Funds Advisors
New York
$253K -$23.4K -136 -8%
SDWIA
877
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$253K +$172 +1 +0.1%
GRP
878
Global Retirement Partners
California
$253K -$11.9K -69 -4%
BWP
879
BSW Wealth Partners
Colorado
$253K -$172 -1 -0.1%
BBA
880
Baader Bank Aktiengesellschaft
Germany
$252K -$63.9K -371 -20%
LA
881
Legacy Advisors
Pennsylvania
$251K -$7.92K -46 -3%
NFSG
882
Newbridge Financial Services Group
Florida
$250K +$250K +1,455 New
HIA
883
Harbor Investment Advisory
Maryland
$250K -$115K -665 -31%
PP
884
PDS Planning
Ohio
$250K +$1.21K +7 +0.5%
FHA
885
First Horizon Advisors
Tennessee
$250K +$344 +2 +0.1%
VIA
886
Virtus Investment Advisers
Connecticut
$250K +$250K +1,450 New
CFP
887
Catalyst Financial Partners
Massachusetts
$248K +$15.5K +90 +7%
PFG
888
PAX Financial Group
Texas
$247K -$2.41K -14 -1%
BCG
889
Breakwater Capital Group
New Jersey
$246K – – –
BFA
890
Bragg Financial Advisors
North Carolina
$246K +$246K +1,429 New
LWL
891
Leo Wealth LLC
Texas
$244K -$36.2K -210 -13%
GFP
892
Gryphon Financial Partners
Ohio
$244K -$24.8K -144 -9%
TWP
893
Triad Wealth Partners
Kansas
$241K +$241K +1,400 New
KP
894
Keel Point
Alabama
$241K +$13.1K +76 +6%
SB
895
Simmons Bank
Arkansas
$241K +$8.61K +50 +4%
AWM
896
AE Wealth Management
Kansas
$240K +$22.4K +130 +10%
KFP
897
KMG Fiduciary Partners
Ohio
$239K +$172 +1 +0.1%
BIA
898
Barry Investment Advisors
Massachusetts
$239K -$172 -1 -0.1%
ST
899
Smithfield Trust
Pennsylvania
$238K – – –
Kovitz Investment Group Partners
900
Kovitz Investment Group Partners
Illinois
$236K +$236K +1,364 New
34 35
36
37 38