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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
TH
1051
TCTC Holdings
Texas
$34.3K +$34.9K +199 New
VNA
1052
Valley National Advisers
Pennsylvania
$34K
CDDEC
1053
Caisse Des Depots Et Consignations
France
$30.7K +$31.2K +178 New
NECFA
1054
New England Capital Financial Advisors
Connecticut
$29.8K +$30.4K +173 New
C
1055
Covestor
United Kingdom
$29K +$2.46K +14 +9%
WWP
1056
WR Wealth Planners
Missouri
$28.8K +$22.5K +128 +328%
BBHC
1057
Brown Brothers Harriman & Co
New York
$28.4K +$4.39K +25 +18%
HFS
1058
Hopwood Financial Services
Virginia
$27.6K +$28.1K +160 New
CT
1059
Clearstead Trust
Maine
$27.2K
GKIM
1060
GW&K Investment Management
Massachusetts
$27K +$527 +3 +2%
AP
1061
Atwood & Palmer
Missouri
$26.7K
BWAM
1062
Boyd Watterson Asset Management
Ohio
$26.3K
WPA
1063
West Paces Advisors
Georgia
$23.8K
RTC
1064
Riverview Trust Company
Washington
$23.2K
VHAM
1065
Van Hulzen Asset Management
California
$22.4K +$22.8K +130 New
KIM
1066
Kestra Investment Management
Texas
$22.1K +$22.5K +128 New
GFPC
1067
Global Financial Private Client
Florida
$21.9K -$176 -1 -0.8%
AWM
1068
Abound Wealth Management
Tennessee
$21.7K +$176 +1 +0.8%
AF
1069
Advisornet Financial
Minnesota
$21.2K -$9.3K -53 -30%
GBT
1070
Grove Bank & Trust
Florida
$19.8K +$7.9K +45 +64%
WTA
1071
Washington Trust Advisors
Massachusetts
$19.6K +$2.81K +16 +16%
FC
1072
Fairscale Capital
New Hampshire
$18.9K
DSC
1073
Duncker Streett & Co
Missouri
$18.8K +$19.1K +109 New
RAM
1074
Riggs Asset Management
Pennsylvania
$18.6K
RCM
1075
Raleigh Capital Management
North Carolina
$18.6K -$2.46K -14 -11%

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.