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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
GFP
901
Gryphon Financial Partners
Ohio
$244K -$25.3K -144 -9%
TWP
902
Triad Wealth Partners
Kansas
$241K +$246K +1,400 New
KP
903
Keel Point
Alabama
$241K +$13.3K +76 +6%
SB
904
Simmons Bank
Arkansas
$241K +$8.78K +50 +4%
AWM
905
AE Wealth Management
Kansas
$240K +$22.8K +130 +10%
KFP
906
KMG Fiduciary Partners
Ohio
$239K +$176 +1 +0.1%
BIA
907
Barry Investment Advisors
Massachusetts
$239K -$176 -1 -0.1%
ST
908
Smithfield Trust
Pennsylvania
$238K
Kovitz Investment Group Partners
909
Kovitz Investment Group Partners
Illinois
$236K +$239K +1,364 New
LWP
910
LMG Wealth Partners
Louisiana
$235K +$240K +1,366 New
CI
911
CX Institutional
Indiana
$233K +$237K +1,351 New
SLG
912
Silver Lake Group
California
$232K
BW
913
Bison Wealth
Georgia
$232K -$79.7K -454 -25%
PCA
914
Purkiss Capital Advisors
Connecticut
$232K +$236K +1,346 New
SIC
915
Samalin Investment Counsel
New York
$231K -$81.8K -466 -26%
TFIPS
916
Towarzystwo Funduszy Inwestycyjnych PZU SA
$231K +$26.3K +150 +13%
BWP
917
Balboa Wealth Partners
Arizona
$231K +$21.2K +121 +10%
GS
918
GTS Securities
New York
$230K -$640K -3,645 -73%
DFCM
919
Dark Forest Capital Management
Puerto Rico
$229K -$366K -2,086 -61%
SAM
920
Silvercrest Asset Management
New York
$229K
MNBTD
921
Moody National Bank Trust Division
Texas
$227K -$527 -3 -0.2%
IC
922
Iconiq Capital
California
$226K +$230K +1,311 New
CP
923
Canopy Partners
Ohio
$221K
BTI
924
Blue Trust Inc
Georgia
$221K -$537K -3,057 -70%
RI
925
Ridgewood Investments
New Jersey
$220K

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.