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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
AF
976
Atala Financial
California
$141K +$144K +821 New
XC
977
XY Capital
Hong Kong
$133K +$136K +773 New
VWM
978
Venturi Wealth Management
Texas
$128K +$21.8K +124 +20%
HI
979
Harbour Investments
Wisconsin
$128K +$3.33K +19 +3%
MC
980
Muzinich & Co
New York
$126K
CAL
981
Capital Analysts LLC
Pennsylvania
$123K -$5.97K -34 -5%
MA
982
Montag & Associates
Georgia
$121K
CA
983
Clearstead Advisors
Ohio
$114K -$110K -629 -49%
GXJ
984
Global X Japan
Japan
$113K +$10.4K +59 +10%
KI
985
Kapitalo Investimentos
Brazil
$113K +$115K +654 New
FFO
986
Fortitude Family Office
Arizona
$111K
SN
987
Sittner & Nelson
Oregon
$111K
PPC
988
Park Place Capital
Alabama
$109K
CWP
989
Concord Wealth Partners
Virginia
$109K
UCB
990
United Community Bank
South Carolina
$107K
CWC
991
Carolinas Wealth Consulting
North Carolina
$103K -$6.14K -35 -6%
FMII
992
Farmers & Merchants Investments Inc
Nebraska
$103K
ECM
993
Eisler Capital Management
United Kingdom
$96.5K +$97.6K +556 New
HT
994
Headlands Technologies
Illinois
$95.9K -$32.6K -186 -25%
CSC
995
Caldwell Sutter Capital
California
$94.2K +$1.75K +10 +2%
WCM
996
Westend Capital Management
California
$93.2K
CPBTD
997
Central Pacific Bank - Trust Division
Hawaii
$92.6K -$56.9K -324 -38%
MTIC
998
Missouri Trust & Investment Company
Missouri
$90.6K
TSMHT
999
Thurston Springer Miller Herd & Titak
Indiana
$87.7K +$16.7K +95 +23%
QC
1000
Quent Capital
New York
$86.4K +$27.6K +157 +46%

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.