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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 %
CFGW
926
Chancellor Financial Group WB
Pennsylvania
$213K +$213K +1,235 New
PWPS
927
Pinnacle Wealth Planning Services
Ohio
$212K -$54.8K -318 -21%
GI
928
GAMCO Investors
Connecticut
$212K -$8.61K -50 -4%
PFBT
929
Parkside Financial Bank & Trust
Missouri
$211K +$1.03K +6 +0.5%
SIM
930
Sentry Investment Management
Wisconsin
$211K -$34.4K -200 -14%
MC
931
Moors & Cabot
Massachusetts
$211K -$4.48K -26 -2%
SA
932
Strategic Advisors
New York
$211K -$25.2K -146 -11%
DOA
933
D'Orazio & Associates
Virginia
$209K +$4.31K +25 +2%
OFO
934
OneAscent Family Office
Alabama
$208K +$208K +1,207 New
C
935
Certuity
Florida
$207K -$261K -1,517 -56%
JSA
936
Jacobson & Schmitt Advisors
Wisconsin
$207K – – –
SI
937
Sava Infond
Slovenia
$207K +$207K +1,200 New
FLPIM
938
F.L. Putnam Investment Management
Massachusetts
$206K +$172 +1 +0.1%
AAP
939
Arax Advisory Partners
Colorado
$206K +$145K +840 +236%
HNB
940
Hilltop National Bank
Wyoming
$205K – – –
MPWT
941
MassMutual Private Wealth & Trust
Connecticut
$205K -$4.48K -26 -2%
EM
942
Excalibur Management
Massachusetts
$205K – – –
FOA
943
Five Oceans Advisors
California
$204K -$33.4K -194 -14%
MW
944
Marcum Wealth
Ohio
$203K +$203K +1,180 New
BA
945
Bridgewater Associates
Connecticut
$203K +$203K +1,179 New
AWM
946
Ariadne Wealth Management
California
$203K +$203K +1,123 New
SC
947
Stance Capital
Massachusetts
$201K +$201K +1,165 New
BDF
948
Black Diamond Financial
Maryland
$200K +$200K +1,163 New
CTC
949
Central Trust Company
Missouri
$200K -$172 -1 -0.1%
TIM
950
Thompson Investment Management
Wisconsin
$188K -$6.03K -35 -3%
36 37
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