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Simon Property Group
SPG

1,099 hedge funds and large institutions have $43.7B invested in Simon Property Group in 2024 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 429 increasing their positions, 378 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 75

27% more call options, than puts

Call options by funds: $373M | Put options by funds: $293M

13% more repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 378

2% more funds holding

Funds holding: 1,081 → 1,099 (+18)

0% more funds holding in top 10

Funds holding in top 10: 24 → 24 (0)

0.5% less ownership

Funds ownership: 89.03% → 88.53% (-0.5%)

4% less capital invested

Capital invested by funds: $45.3B → $43.7B (-$1.61B)

Holders
1,099
Holders Change
+18
Holders Change %
+1.67%
% of All Funds
15.87%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
104
Increased
429
Reduced
378
Closed
75
Calls
$373M
Puts
$293M
Net Calls
+$79.7M
Net Calls Change
-$66M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$673M
2
Barclays
Barclays
United Kingdom
+$63.3M
3
Amundi
Amundi
France
+$62.3M
4
SFC
Strategic Financial Concepts
Texas
+$62.1M
5
Deutsche Bank
Deutsche Bank
Germany
+$62M

Top Sellers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
-$331M
2
Cohen & Steers
Cohen & Steers
New York
-$306M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$112M
4
Norges Bank
Norges Bank
Norway
-$107M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
-$91.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
1051
Mark Sheptoff Financial Planning
Connecticut
$4.71K – – –
IFAM
1052
Institutional & Family Asset Management
Colorado
$4.55K – – –
S
1053
Sachetta
Massachusetts
$4.49K +$3.68K +25 +625%
GEA
1054
Glen Eagle Advisors
New Jersey
$4.4K – – –
DF
1055
Dunhill Financial
United Kingdom
$4.27K – – –
PCWA
1056
Pacific Capital Wealth Advisors
California
$4.25K +$4.13K +28 New
UWS
1057
Unique Wealth Strategies
Illinois
$4.22K +$3.98K +27 New
SC
1058
SouthState Corp
Florida
$4.1K +$2.5K +17 +170%
SIS
1059
Strategic Investment Solutions
Illinois
$3.88K +$3.68K +25 New
CJ
1060
Caitlin John
Michigan
$3.79K – – –
GBT
1061
Grove Bank & Trust
Florida
$3.64K – – –
RTL
1062
Red Tortoise LLC
Georgia
$3.49K – – –
MA
1063
MCF Advisors
Kentucky
$3.34K – – –
AIC
1064
Archer Investment Corporation
Indiana
$3.08K – – –
GI
1065
Gradient Investments
Minnesota
$3.04K -$1.47K -10 -33%
CAM
1066
ClariVest Asset Management
California
$3.02K -$2.06K -14 -41%
SFC
1067
Strategic Financial Concepts
Texas
$2.92K +$62.1M +421,560 +16,795%
CA
1068
Continuum Advisory
Idaho
$2.88K – – –
PWMG
1069
Prestige Wealth Management Group
New Jersey
$2.73K -$576K -3,907 -100%
ME
1070
McIlrath & Eck
Washington
$2.73K +$2.65K +18 New
EBA
1071
Eagle Bay Advisors
New York
$2.58K – – –
PPWM
1072
PFG Private Wealth Management
Florida
$2.58K – – –
PCMC
1073
Planning Capital Management Corporation
Pennsylvania
$2.43K – – –
GLR
1074
Great Lakes Retirement
Ohio
$2.28K +$2.21K +15 New
NMG
1075
New Millennium Group
Utah
$2.23K +$2.21K +15 New
41 42
43
44 45

SPG Hedge Fund Activity: Q2 2024 in Review

1,099 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q2 2024, worth a combined $43.7B — down 3.6% from $45.3B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new SPG positions and 75 closed out — a net gain of 29 holders — while 429 added to existing stakes and 378 trimmed.

The largest buyer was Bank of America, adding an estimated $673M. The largest seller was UBS AM, cutting an estimated $331M.

  • 1,099 institutional investors held Simon Property Group (SPG) as of Q2 2024, up from 1,081 in Q1 2024.
  • Funds reported $43.7B of Simon Property Group stock for Q2 2024, down 3.6% quarter-over-quarter.
  • 104 funds opened new Simon Property Group positions in Q2 2024 and 75 closed out, a net change of +29 holders.
  • The largest Simon Property Group buyer in Q2 2024 was Bank of America, an estimated $673M added.
  • The largest Simon Property Group seller in Q2 2024 was UBS AM, an estimated $331M sold.

Based on aggregated 13F filings for Q2 2024.