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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 %
HI
1001
Hoey Investments
Pennsylvania
$64.6K – – –
CCA
1002
Catalyst Capital Advisors
New York
$62.5K +$62.5K +363 New
NA
1003
Nordwand Advisors
Pennsylvania
$59.6K – – –
CWM
1004
Compass Wealth Management
Connecticut
$59.4K – – –
CAL
1005
Capital Advisors Ltd
Ohio
$59K – – –
DAM
1006
Delta Asset Management
Tennessee
$58.6K – – –
VAG
1007
VisionPoint Advisory Group
Texas
$58.1K +$58.1K +335 New
AIM
1008
Anchor Investment Management
South Carolina
$57.5K – – –
CA
1009
Centerpoint Advisors
Massachusetts
$56K – – –
IWP
1010
IAG Wealth Partners
Wisconsin
$54.2K – – –
KA
1011
Kozak & Associates
Colorado
$53.8K +$704 +4 +1%
FPF
1012
First Pacific Financial
Washington
$53.7K – – –
SO
1013
Sierra Ocean
California
$53.5K +$53.5K +310 New
EDRH
1014
Edmond de Rothschild Holding
Switzerland
$53.4K – – –
FFL
1015
Financial Freedom LLC
Ohio
$53.1K +$517 +3 +1%
OPTFSNA
1016
Old Point Trust & Financial Services N A
Virginia
$51.7K – – –
RA
1017
Rise Advisors
New York
$49.9K +$1.03K +6 +2%
AWM
1018
Avior Wealth Management
Nebraska
$48.7K +$1.03K +6 +2%
ITIM
1019
Indiana Trust & Investment Management
Indiana
$45.6K – – –
SFG
1020
Stonebridge Financial Group
Pennsylvania
$45.5K +$45.5K +264 New
GSWM
1021
Golden State Wealth Management
California
$45.3K +$45.3K +263 New
ZB
1022
Zions Bancorporation
Utah
$44.6K – – –
KFI
1023
Key Financial Inc
Pennsylvania
$43.9K – – –
PGAM
1024
Princeton Global Asset Management
New Jersey
$43.1K -$43.1K -250 -50%
TCPG
1025
Trivant Custom Portfolio Group
California
$43.1K – – –
39 40
41
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