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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
RA
1026
Rise Advisors
New York
$49.9K +$1.05K +6 +2%
AWM
1027
Avior Wealth Management
Nebraska
$48.7K +$1.05K +6 +2%
ITIM
1028
Indiana Trust & Investment Management
Indiana
$45.6K
SFGP
1029
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$45.5K +$46.3K +264 New
GSWM
1030
Golden State Wealth Management
California
$45.3K +$46.2K +263 New
ZB
1031
Zions Bancorporation
Utah
$44.6K
KFI
1032
Key Financial Inc
Pennsylvania
$43.9K
PGAM
1033
Princeton Global Asset Management
New Jersey
$43.1K -$43.9K -250 -50%
EB
1034
Eastern Bank
Massachusetts
$43.1K
TCPG
1035
Trivant Custom Portfolio Group
California
$43.1K
TC
1036
Trust Company
Kansas
$42.4K -$272K -1,549 -86%
PA
1037
PSI Advisors
Florida
$42K
SIC
1038
Salem Investment Counselors
North Carolina
$41.8K -$1.05K -6 -2%
MCM
1039
MV Capital Management
Maryland
$41.7K -$176 -1 -0.4%
SAM
1040
Synergy Asset Management
Washington
$40.9K +$42.5K +242 New
WWA
1041
Wingate Wealth Advisors
Massachusetts
$40.8K +$41.6K +237 New
BFPW
1042
BOK Financial Private Wealth
Colorado
$40.6K +$176 +1 +0.4%
AT
1043
Arlington Trust
Alabama
$40.1K
BWL
1044
Bogart Wealth LLC
Virginia
$39.4K
DIP
1045
DT Investment Partners
Pennsylvania
$39.3K
BCMLT
1046
Beacon Capital Management LLC (Tennessee)
Tennessee
$38K +$351 +2 +0.9%
BGAI
1047
Bruce G. Allen Investments
Colorado
$36.7K -$527 -3 -1%
CT
1048
Colonial Trust
South Carolina
$36.4K +$10K +57 +38%
WA
1049
WPG Advisers
Maryland
$35.8K +$36.5K +208 New
WB
1050
Webster Bank
Connecticut
$34.4K

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.