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Simon Property Group

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: 1,0811,099 (+18)

0% more funds holding in top 10

Funds holding in top 10: 2424 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Fuller & Thaler Asset Management
1101
Fuller & Thaler Asset Management
California
$2
Alyeska Investment Group
1102
Alyeska Investment Group
Illinois
-$36.6M -233,721 Closed
Marshall Wace
1103
Marshall Wace
United Kingdom
-$24M -153,137 Closed
WCP
1104
Waterfront Capital Partners
New York
-$21.1M -135,000 Closed
AIG
1105
American International Group
New York
-$13.6M -86,989 Closed
TPSF
1106
Texas Permanent School Fund
Texas
-$10.5M -67,284 Closed
GAA
1107
Global Assets Advisory
Florida
-$171K -26,245 Closed
DEA
1108
DoubleLine ETF Adviser
Florida
-$3.9M -24,908 Closed
MLICM
1109
Metropolitan Life Insurance Company (MetLife)
New York
-$3.63M -23,208 Closed
DSA
1110
Davis Selected Advisers
Arizona
-$3.31M -22,470 -21%
TF
1111
Trek Financial
Arizona
-$3.38M -21,588 Closed
LCWP
1112
Legacy Capital Wealth Partners
Arkansas
-$2.26M -20,442 Closed
IIM
1113
Intact Investment Management
Quebec, Canada
-$3.13M -20,000 Closed
ANTB
1114
AMG National Trust Bank
Colorado
-$2.44M -15,572 Closed
QC
1115
Quadrature Capital
United Kingdom
-$2.38M -15,242 Closed
Point72 Asset Management
1116
Point72 Asset Management
Connecticut
-$2.12M -14,395 Closed
RCM
1117
Radnor Capital Management
Pennsylvania
-$1.25M -8,004 Closed
AIMCA
1118
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$1.17M -7,500 Closed
WC
1119
Wexford Capital
Florida
-$1.15M -7,317 Closed
LOAMS
1120
Lombard Odier Asset Management (Switzerland)
Switzerland
-$1.14M -7,301 Closed
XT
1121
XTX Topco
Cayman Islands
-$748K -4,778 Closed
AAIM
1122
American Assets Investment Management
California
-$638K -4,075 Closed
AGA
1123
Accuvest Global Advisors
Utah
-$623K -3,982 Closed
DAS
1124
Diversify Advisory Services
Utah
-$594K -3,870 Closed
GS
1125
GTS Securities
New York
-$532K -3,610 Closed

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.