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Simon Property Group
SPG

Overview Fund Activity

1,177 hedge funds and large institutions have $50.3B invested in Simon Property Group in 2024 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 417 increasing their positions, 410 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,177
Holders Change
+59
Holders Change %
+5.28%
% 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
170
Increased
417
Reduced
410
Closed
88
Calls
$296M
Puts
$340M
Net Calls
-$44.4M
Net Calls Change
-$156M

Top Buyers

1
BlackRock
BlackRock
New York
+$564M
2
Northern Trust
Northern Trust
Illinois
+$296M
3
RC
Resolution Capital
Australia
+$213M
4
Citadel Advisors
Citadel Advisors
Florida
+$126M
5
Capital World Investors
Capital World Investors
California
+$120M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$276M
2
IAIM
International Assets Investment Management
Florida
-$154M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$143M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$122M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$97.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
1101
Costello Asset Management
Pennsylvania
$10.8K +$517 +3 +5%
RFS
1102
Richardson Financial Services
Massachusetts
$10.3K -$10.3K -60 -50%
HGERS
1103
Householder Group Estate & Retirement Specialist
Arizona
$10K -$40.7K -248 -80%
SSB
1104
Sandy Spring Bank
Maryland
$9.99K +$9.99K +58 New
FLP
1105
Financial Life Planners
Arizona
$9.96K +$9.96K +58 New
CAS
1106
Coppell Advisory Solutions
Texas
$9.91K +$4.44K +26 +81%
CFB
1107
Cullen/Frost Bankers
Texas
$9.3K -$1.38K -8 -13%
ACM
1108
Anfield Capital Management
California
$9.13K – – –
OC
1109
Oakworth Capital
Alabama
$8.96K – – –
PWM
1110
Parkworth Wealth Management
California
$8.9K +$8.9K +52 New
FP
1111
Financial Perspectives
Minnesota
$8.89K +$8.89K +52 New
GGI
1112
Godsey & Gibb Inc
Virginia
$8.61K – – –
CTA
1113
Colonial Trust Advisors
South Carolina
$8.61K – – –
T
1114
Transce3nd
Texas
$8.3K +$8.3K +48 New
HNW
1115
High Note Wealth
Minnesota
$8.23K +$8.23K +48 New
AW
1116
Avion Wealth
Texas
$8K +$511 +3 +7%
GIM
1117
Gold Investment Management
Alberta, Canada
$7.75K – – –
PMFA
1118
Plante Moran Financial Advisors
Michigan
$7.66K +$7.32K +43 +2,150%
ATC
1119
Adirondack Trust Company
New York
$6.89K -$4.48K -26 -39%
JFGIW
1120
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.78K -$10.6K -61 -61%
AP
1121
Aspect Partners
Virginia
$6.54K – – –
JGIA
1122
Jackson Grant Investment Advisers
Connecticut
$6.54K – – –
CA
1123
Continuum Advisory
Idaho
$6.37K – – –
RMP
1124
Richards, Merrill & Peterson
Washington
$6.03K +$6.03K +35 New
CCMI
1125
Creative Capital Management Investments
California
$5.68K – – –
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