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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
AWM
926
Activest Wealth Management
Florida
$220K -$2.63K -15 -1%
LCM
927
Logan Capital Management
Pennsylvania
$220K +$527 +3 +0.2%
LAM
928
Longboard Asset Management
Arizona
$219K +$223K +1,273 New
TBT
929
Texas Bank & Trust
Texas
$216K +$221K +1,257 New
CAM
930
Cidel Asset Management
Ontario, Canada
$216K -$14.7K -84 -6%
EWM
931
EPG Wealth Management
Georgia
$216K
CFP
932
Cascade Financial Partners
California
$215K +$219K +1,248 New
ACP
933
Argyle Capital Partners
California
$215K +$219K +1,247 New
LAM
934
L2 Asset Management
Massachusetts
$214K -$13.7K -78 -6%
CFGW
935
Chancellor Financial Group WB
Pennsylvania
$213K +$217K +1,235 New
PWPS
936
Pinnacle Wealth Planning Services
Ohio
$212K -$55.8K -318 -21%
GI
937
GAMCO Investors
Connecticut
$212K -$8.78K -50 -4%
PFBT
938
Parkside Financial Bank & Trust
Missouri
$211K +$1.05K +6 +0.5%
SIM
939
Sentry Investment Management
Wisconsin
$211K -$35.1K -200 -14%
MC
940
Moors & Cabot
Massachusetts
$211K -$4.56K -26 -2%
SA
941
Strategic Advisors
New York
$211K -$25.6K -146 -11%
DOA
942
D'Orazio & Associates
Virginia
$209K +$4.39K +25 +2%
OFO
943
OneAscent Family Office
Alabama
$208K +$212K +1,207 New
C
944
Certuity
Florida
$207K -$266K -1,517 -56%
JSA
945
Jacobson & Schmitt Advisors
Wisconsin
$207K
SI
946
Sava Infond
Slovenia
$207K +$211K +1,200 New
FLPIM
947
F.L. Putnam Investment Management
Massachusetts
$206K +$176 +1 +0.1%
AAP
948
Arax Advisory Partners
Colorado
$206K +$147K +840 +236%
HNB
949
Hilltop National Bank
Wyoming
$205K
MPWT
950
MassMutual Private Wealth & Trust
Connecticut
$205K -$4.56K -26 -2%

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.