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Simon Property Group
SPG

1,081 hedge funds and large institutions have $45.3B invested in Simon Property Group in 2024 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 395 increasing their positions, 379 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 76

36% more call options, than puts

Call options by funds: $553M | Put options by funds: $407M

7% more capital invested

Capital invested by funds: $42.2B → $45.3B (+$3.13B)

3% more funds holding

Funds holding: 1,053 → 1,081 (+28)

4% more repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 379

0% more funds holding in top 10

Funds holding in top 10: 24 → 24 (0)

1.81% less ownership

Funds ownership: 90.84% → 89.03% (-1.8%)

Holders
1,081
Holders Change
+28
Holders Change %
+2.66%
% of All Funds
15.57%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
122
Increased
395
Reduced
379
Closed
76
Calls
$553M
Puts
$407M
Net Calls
+$146M
Net Calls Change
+$140M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$202M
2
Invesco
Invesco
Georgia
+$146M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$98.7M
4
Bank of America
Bank of America
North Carolina
+$70.8M
5
UBS Group
UBS Group
Switzerland
+$68M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$873M
2
Cohen & Steers
Cohen & Steers
New York
-$348M
3
State Street
State Street
Massachusetts
-$227M
4
Goldman Sachs
Goldman Sachs
New York
-$113M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
-$104M
Name Holding Trade Value Shares
Change 		Change in
Stake
EBA
1051
Eagle Bay Advisors
New York
$2.66K -$1.03K -7 -29%
HWM
1052
HighMark Wealth Management
Minnesota
$2.66K +$2.49K +17 New
PCMC
1053
Planning Capital Management Corporation
Pennsylvania
$2.5K – – –
CAC
1054
Core Alternative Capital
Georgia
$2.19K -$15.4K -105 -88%
TFM
1055
TFC Financial Management
Massachusetts
$2.19K +$440 +3 +27%
T
1056
Tidemark
California
$2.03K – – –
JWM
1057
Janiczek Wealth Management
Colorado
$1.88K – – –
ECM
1058
Everence Capital Management
Indiana
$1.75K -$8.8K -60 -0.5%
JWA
1059
JFS Wealth Advisors
Pennsylvania
$1.72K -$440 -3 -21%
IGWM
1060
ICA Group Wealth Management
Colorado
$1.72K – – –
SC
1061
SouthState Corp
Florida
$1.56K +$1.47K +10 New
DWA
1062
Delos Wealth Advisors
Texas
$1.41K +$147 +1 +13%
FFWA
1063
FRG Family Wealth Advisors
Washington
$1.41K +$1.47K +10 New
AFWM
1064
Abich Financial Wealth Management
Virginia
$1.25K -$95.2K -649 -99%
CTWM
1065
Cherry Tree Wealth Management
Minnesota
$1.25K +$1.17K +8 New
PSB
1066
Piscataqua Savings Bank
New Hampshire
$1.25K +$1.17K +8 New
FSWA
1067
Financial Synergies Wealth Advisors
Texas
$1.1K +$1.03K +7 New
VF
1068
VitalStone Financial
Texas
$1K – – –
CIA
1069
Cape Investment Advisory
Georgia
$939 -$28.2K -192 -97%
JFGIW
1070
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$793 – – –
NL
1071
NVWM LLC
Pennsylvania
$792 +$733 +5 New
MIM
1072
Macroview Investment Management
Maryland
$783 – – –
SFA
1073
Semmax Financial Advisors
North Carolina
$768 – – –
CPG
1074
Cornerstone Planning Group
New Jersey
$572 – – –
S
1075
Sachetta
Massachusetts
$571 – – –
41 42
43
44 45

SPG Hedge Fund Activity: Q1 2024 in Review

1,081 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q1 2024, worth a combined $45.3B — up 7.4% from $42.2B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new SPG positions and 76 closed out — a net gain of 46 holders — while 395 added to existing stakes and 379 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $202M. The largest seller was Morgan Stanley, cutting an estimated $873M.

  • 1,081 institutional investors held Simon Property Group (SPG) as of Q1 2024, up from 1,053 in Q4 2023.
  • Funds reported $45.3B of Simon Property Group stock for Q1 2024, up 7.4% quarter-over-quarter.
  • 122 funds opened new Simon Property Group positions in Q1 2024 and 76 closed out, a net change of +46 holders.
  • The largest Simon Property Group buyer in Q1 2024 was Wellington Management Group, an estimated $202M added.
  • The largest Simon Property Group seller in Q1 2024 was Morgan Stanley, an estimated $873M sold.

Based on aggregated 13F filings for Q1 2024.