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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
Raymond James Financial
76
Raymond James Financial
Florida
$78.4M +$79.9M +455,215 New
Barclays
77
Barclays
United Kingdom
$76.1M -$94.2M -536,938 -55%
Aberdeen Group
78
Aberdeen Group
United Kingdom
$70M +$10.5M +59,579 +17%
TG
79
TCW Group
California
$69.3M +$382K +2,175 +0.5%
WorldQuant Millennium Advisors
80
WorldQuant Millennium Advisors
New York
$66.5M +$32.7M +186,293 +93%
HRES
81
Heitman Real Estate Securities
Illinois
$65.3M -$12.9M -73,359 -16%
Skandinaviska Enskilda Banken (SEB)
82
Skandinaviska Enskilda Banken (SEB)
Sweden
$63.9M -$10.8M -61,700 -14%
Stifel Financial
83
Stifel Financial
Missouri
$63.2M -$314K -1,791 -0.5%
Qube Research & Technologies (QRT)
84
Qube Research & Technologies (QRT)
United Kingdom
$63.1M +$32.9M +187,439 +105%
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$62.3M +$4.56M +25,987 +8%
LPL Financial
86
LPL Financial
California
$61.7M +$1.24M +7,087 +2%
Ensign Peak Advisors
87
Ensign Peak Advisors
Utah
$58.9M
Caisse de Depot et Placement du Quebec (CDPQ)
88
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$57.1M -$56.8M -323,800 -49%
CAI
89
Capital Advisors Inc
Oklahoma
$55.1M +$1.19M +6,759 +2%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$53.1M -$1.44M -8,202 -3%
Fidelity International
91
Fidelity International
Bermuda
$52.5M +$13.8M +78,579 +35%
Allspring Global Investments
92
Allspring Global Investments
North Carolina
$51.9M -$1.69M -9,607 -3%
New York State Teachers Retirement System (NYSTRS)
93
New York State Teachers Retirement System (NYSTRS)
New York
$51.9M -$3.62M -20,629 -6%
Envestnet Asset Management
94
Envestnet Asset Management
Illinois
$51.2M -$17M -96,632 -25%
SAM
95
Storebrand Asset Management
Norway
$51M +$184K +1,046 +0.4%
Zurich Cantonal Bank
96
Zurich Cantonal Bank
Switzerland
$50.2M +$14M +79,779 +38%
Nisa Investment Advisors
97
Nisa Investment Advisors
Missouri
$49.8M +$12.6M +71,969 +33%
Mitsubishi UFJ Trust & Banking
98
Mitsubishi UFJ Trust & Banking
Japan
$47.1M -$4.66M -26,559 -9%
State of New Jersey Common Pension Fund D
99
State of New Jersey Common Pension Fund D
New Jersey
$46.5M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
100
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$43.9M +$44.8M +255,000 New

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.