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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
EM
951
Excalibur Management
Massachusetts
$205K
FOA
952
Five Oceans Advisors
California
$204K -$34K -194 -14%
MW
953
Marcum Wealth
Ohio
$203K +$207K +1,180 New
BA
954
Bridgewater Associates
Connecticut
$203K +$207K +1,179 New
AWM
955
Ariadne Wealth Management
California
$203K +$197K +1,123 New
SC
956
Stance Capital
Massachusetts
$201K +$204K +1,165 New
BDF
957
Black Diamond Financial
Maryland
$200K +$204K +1,163 New
CTC
958
Central Trust Company
Missouri
$200K -$176 -1 -0.1%
TIM
959
Thompson Investment Management
Wisconsin
$188K -$6.14K -35 -3%
M
960
MOTCO
Texas
$187K
TFM
961
TFC Financial Management
Massachusetts
$182K
CH
962
Cromwell Holdings
Wyoming
$174K
VC
963
Vestor Capital
Illinois
$173K +$878 +5 +0.5%
AWM
964
AllSquare Wealth Management
New York
$172K
VCM
965
Versant Capital Management
Arizona
$172K +$73.9K +421 +73%
AEPWM
966
Atlantic Edge Private Wealth Management
Florida
$168K -$65.8K -375 -28%
CA
967
CoreCap Advisors
Michigan
$156K +$36K +205 +29%
YDMI
968
Y.D. More Investments
Israel
$156K +$7.37K +42 +5%
MAM
969
Morse Asset Management
Connecticut
$155K -$3.51K -20 -2%
SAS
970
Stelac Advisory Services
New York
$152K
CFO
971
CVA Family Office
Colorado
$150K +$27.7K +158 +22%
CF
972
Centaurus Financial
California
$149K +$2.46K +14 +2%
GWM
973
Geneos Wealth Management
Colorado
$146K +$149K +850 New
MHR
974
Matthew Hamilton Rosenberg
$142K
SCM
975
Silvant Capital Management
Georgia
$141K

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.