SPG icon

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 %
EB
1026
Eastern Bank
Massachusetts
$43.1K – – –
TC
1027
Trust Company
Kansas
$42.4K -$267K -1,549 -86%
PA
1028
PSI Advisors
Florida
$42K – – –
SIC
1029
Salem Investment Counselors
North Carolina
$41.8K -$1.03K -6 -2%
MCM
1030
MV Capital Management
Maryland
$41.7K -$172 -1 -0.4%
SAM
1031
Synergy Asset Management
Washington
$40.9K +$40.9K +242 New
WWA
1032
Wingate Wealth Advisors
Massachusetts
$40.8K +$40.8K +237 New
BFPW
1033
BOK Financial Private Wealth
Colorado
$40.6K +$172 +1 +0.4%
AT
1034
Arlington Trust
Alabama
$40.1K – – –
BWL
1035
Bogart Wealth LLC
Virginia
$39.4K – – –
DIP
1036
DT Investment Partners
Pennsylvania
$39.3K – – –
BCMLT
1037
Beacon Capital Management LLC (Tennessee)
Tennessee
$38K +$344 +2 +0.9%
BGAI
1038
Bruce G. Allen Investments
Colorado
$36.7K -$517 -3 -1%
CT
1039
Colonial Trust
South Carolina
$36.4K +$9.94K +57 +38%
WA
1040
WPG Advisers
Maryland
$35.8K +$35.8K +208 New
WB
1041
Webster Bank
Connecticut
$34.4K – – –
TH
1042
TCTC Holdings
Texas
$34.3K +$34.3K +199 New
VNA
1043
Valley National Advisers
Pennsylvania
$34K – – –
CDDEC
1044
Caisse Des Depots Et Consignations
France
$30.7K +$30.7K +178 New
NECFA
1045
New England Capital Financial Advisors
Connecticut
$29.8K +$29.8K +173 New
C
1046
Covestor
United Kingdom
$29K +$2.45K +14 +9%
WWP
1047
WR Wealth Planners
Missouri
$28.8K +$22K +128 +328%
BBHC
1048
Brown Brothers Harriman & Co
New York
$28.4K +$4.31K +25 +18%
HFS
1049
Hopwood Financial Services
Virginia
$27.6K +$27.6K +160 New
CT
1050
Clearstead Trust
Maine
$27.2K – – –
40 41
42
43 44