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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
BCWM
1076
Bartlett & Co Wealth Management
Ohio
$18.4K -$6.67K -38 -26%
ADL
1077
Asset Dedication LLC
California
$18.3K +$5.79K +33 +45%
PFA
1078
Pathway Financial Advisers
Indiana
$18.1K +$351 +2 +2%
AA
1079
Ancora Advisors
Ohio
$18.1K
GIS
1080
Grayhawk Investment Strategies
Alberta, Canada
$18.1K
BSB
1081
Bangor Savings Bank
Maine
$17.7K +$18.1K +103 New
FGC
1082
Financial Gravity Companies
Texas
$17.4K +$17.7K +101 New
FUBT
1083
First United Bank & Trust
Maryland
$17.2K -$2.28K -13 -12%
PWA
1084
Provenance Wealth Advisors
Florida
$17.2K
DPW
1085
DiNuzzo Private Wealth
Pennsylvania
$17.2K +$17.6K +100 New
MAS
1086
MPWM Advisory Solutions
Georgia
$17.2K +$17.6K +100 New
PCFFS
1087
Pacific Center for Financial Services
California
$17K
FMP
1088
Financial Management Professionals
Texas
$15.2K +$1.58K +9 +11%
PFT
1089
Providence First Trust
Arizona
$15K +$15.3K +87 New
TWD
1090
True Wealth Design
Ohio
$14.6K +$1.05K +6 +8%
QL
1091
Quarry LP
New York
$14.5K +$14.7K +84 New
Kayne Anderson Rudnick Investment Management
1092
Kayne Anderson Rudnick Investment Management
California
$14.2K +$2.98K +17 +26%
HWM
1093
Hemington Wealth Management
Virginia
$14K
GEA
1094
Glen Eagle Advisors
New Jersey
$13.8K +$8.95K +51 +176%
MMCM
1095
Murphy & Mullick Capital Management
New York
$13.3K +$13.5K +77 New
CFFP
1096
Center for Financial Planning
Michigan
$13.1K
PWMG
1097
Private Wealth Management Group
New Jersey
$12.9K
PSFG
1098
Park Square Financial Group
Georgia
$12.9K +$13.2K +75 New
PFG
1099
Putney Financial Group
California
$12.9K +$13.2K +75 New
MCA
1100
Maryland Capital Advisors
Maryland
$12.6K +$12.8K +73 New

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.