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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
CAC
1076
Core Alternative Capital
Georgia
$2.13K – – –
RWM
1077
Ruedi Wealth Management
Illinois
$1.97K +$1.92K +13 New
CPG
1078
Cornerstone Planning Group
New Jersey
$1.93K +$1.33K +9 +225%
JWM
1079
Janiczek Wealth Management
Colorado
$1.82K – – –
TFM
1080
TFC Financial Management
Massachusetts
$1.67K -$442 -3 -21%
ECM
1081
Everence Capital Management
Indiana
$1.61K +$38.3K +260 +2%
JWA
1082
JFS Wealth Advisors
Pennsylvania
$1.52K -$147 -1 -9%
RCM
1083
Richardson Capital Management
Wisconsin
$1.52K +$1.47K +10 New
DWA
1084
Delos Wealth Advisors
Texas
$1.37K – – –
NL
1085
NVWM LLC
Pennsylvania
$1.21K +$442 +3 +60%
VF
1086
VitalStone Financial
Texas
$1.06K – – –
SFCL
1087
Strengthening Families & Communities LLC
Massachusetts
$1K +$589 +4 New
CIA
1088
Cape Investment Advisory
Georgia
$911 – – –
FCA
1089
FinTrust Capital Advisors
South Carolina
$911 +$884 +6 New
SFA
1090
Semmax Financial Advisors
North Carolina
$825 – – –
MIM
1091
Macroview Investment Management
Maryland
$759 – – –
WWM
1092
Wolff Wiese Magana
California
$759 +$737 +5 New
LIA
1093
Lynx Investment Advisory
District of Columbia
$607 +$589 +4 New
CAM
1094
Creekmur Asset Management
Illinois
$455 +$442 +3 New
SSB
1095
Sandy Spring Bank
Maryland
$455 +$442 +3 New
MIA
1096
MeadowBrook Investment Advisors
Michigan
$304 – – –
PMFA
1097
Plante Moran Financial Advisors
Michigan
$304 – – –
RWMG
1098
Redwood Wealth Management Group
New Jersey
$304 +$295 +2 New
DWM
1099
Dogwood Wealth Management
Kansas
$5 – – –
FGAM
1100
Financial Gravity Asset Management
Texas
$2 -$7.07K -48 Closed
42 43
44
45 46

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.