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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 %
M
951
MOTCO
Texas
$187K – – –
TFM
952
TFC Financial Management
Massachusetts
$182K – – –
CH
953
Cromwell Holdings
Wyoming
$174K – – –
VC
954
Vestor Capital
Illinois
$173K +$861 +5 +0.5%
AWM
955
AllSquare Wealth Management
New York
$172K – – –
VCM
956
Versant Capital Management
Arizona
$172K +$72.5K +421 +73%
AEPWM
957
Atlantic Edge Private Wealth Management
Florida
$168K -$64.6K -375 -28%
CA
958
CoreCap Advisors
Michigan
$156K +$35.3K +205 +29%
YDMI
959
Y.D. More Investments
Israel
$156K +$7.23K +42 +5%
MAM
960
Morse Asset Management
Connecticut
$155K -$3.44K -20 -2%
SAS
961
Stelac Advisory Services
New York
$152K – – –
CFO
962
CVA Family Office
Colorado
$150K +$27.2K +158 +22%
CF
963
Centaurus Financial
California
$149K +$2.41K +14 +2%
GWM
964
Geneos Wealth Management
Colorado
$146K +$146K +850 New
MHR
965
Matthew Hamilton Rosenberg
$142K – – –
SCM
966
Silvant Capital Management
Georgia
$141K – – –
AF
967
Atala Financial
California
$141K +$141K +821 New
XC
968
XY Capital
Hong Kong
$133K +$133K +773 New
VWM
969
Venturi Wealth Management
Texas
$128K +$21.4K +124 +20%
HI
970
Harbour Investments
Wisconsin
$128K +$3.27K +19 +3%
MC
971
Muzinich & Co
New York
$126K – – –
CAL
972
Capital Analysts LLC
Pennsylvania
$123K -$5.87K -34 -5%
MA
973
Montag & Associates
Georgia
$121K – – –
CA
974
Clearstead Advisors
Ohio
$114K -$108K -629 -49%
GXJ
975
Global X Japan
Japan
$113K +$10.2K +59 +10%
37 38
39
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