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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
NB
1001
NBT Bank
New York
$86.1K
PP
1002
PFS Partners
New Jersey
$86.1K
MSWM
1003
Mowery & Schoenfeld Wealth Management
Illinois
$82.1K +$10.4K +59 +14%
AGWCA
1004
Annis Gardner Whiting Capital Advisors
Florida
$79.4K +$2.63K +15 +3%
CFGS
1005
Concourse Financial Group Securities
Alabama
$78.3K -$39K -222 -33%
GIA
1006
GHP Investment Advisors
Colorado
$74.5K +$878 +5 +1%
T
1007
TOBAM
France
$72K -$30.5K -174 -29%
JEST
1008
JTC Employer Solutions Trustee
Jersey
$70K
FFC
1009
First Financial Corp
Indiana
$68.9K
HI
1010
Hoey Investments
Pennsylvania
$64.6K
CCA
1011
Catalyst Capital Advisors
New York
$62.5K +$63.7K +363 New
NA
1012
Nordwand Advisors
Pennsylvania
$59.6K
CWM
1013
Compass Wealth Management
Connecticut
$59.4K
CAL
1014
Capital Advisors Ltd
Ohio
$59K
DAM
1015
Delta Asset Management
Tennessee
$58.6K
VAG
1016
VisionPoint Advisory Group
Texas
$58.1K +$58.8K +335 New
AIM
1017
Anchor Investment Management
South Carolina
$57.5K
CA
1018
Centerpoint Advisors
Massachusetts
$56K
IWP
1019
IAG Wealth Partners
Wisconsin
$54.2K
KA
1020
Kozak & Associates
Colorado
$53.8K +$702 +4 +1%
FPF
1021
First Pacific Financial
Washington
$53.7K
SO
1022
Sierra Ocean
California
$53.5K +$54.4K +310 New
EDRH
1023
Edmond de Rothschild Holding
Switzerland
$53.4K
FFL
1024
Financial Freedom LLC
Ohio
$53.1K +$527 +3 +1%
OPTFSNA
1025
Old Point Trust & Financial Services N A
Virginia
$51.7K

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.