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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
WA
1101
Whipplewood Advisors
Colorado
$12.6K +$12.8K +73 New
HCM
1102
Hollencrest Capital Management
California
$12.5K +$176 +1 +1%
BIA
1103
Bell Investment Advisors
California
$12.2K -$527 -3 -4%
WWM
1104
Wolff Wiese Magana
California
$12.2K
ACA
1105
Atlas Capital Advisors
Wyoming
$11.9K -$27.4K -156 -69%
CJH
1106
Christopher J. Hasenberg
Wisconsin
$11.9K
HCP
1107
Hexagon Capital Partners
Arkansas
$11.8K
LP
1108
LMR Partners
United Kingdom
$11.7K -$435K -2,476 -97%
DF
1109
Dunhill Financial
United Kingdom
$11.6K +$2.98K +17 +34%
APW
1110
Aventura Private Wealth
Florida
$11.2K +$11.4K +65 New
CAM
1111
Costello Asset Management
Pennsylvania
$10.8K +$527 +3 +5%
RFS
1112
Richardson Financial Services
Massachusetts
$10.3K -$10.5K -60 -50%
HGERS
1113
Householder Group Estate & Retirement Specialist
Arizona
$10K -$43.5K -248 -80%
SSB
1114
Sandy Spring Bank
Maryland
$9.99K +$10.2K +58 New
FLP
1115
Financial Life Planners
Arizona
$9.96K +$10.2K +58 New
CAS
1116
Coppell Advisory Solutions
Texas
$9.91K +$4.56K +26 +81%
CFB
1117
Cullen/Frost Bankers
Texas
$9.3K -$1.4K -8 -13%
ACM
1118
Anfield Capital Management
California
$9.13K
OC
1119
Oakworth Capital
Alabama
$8.96K
PWM
1120
Parkworth Wealth Management
California
$8.9K +$9.13K +52 New
FP
1121
Financial Perspectives
Minnesota
$8.89K +$9.13K +52 New
CTA
1122
Colonial Trust Advisors
South Carolina
$8.61K
GGI
1123
Godsey & Gibb Inc
Virginia
$8.61K
T
1124
Transce3nd
Texas
$8.3K +$8.42K +48 New
HNW
1125
High Note Wealth
Minnesota
$8.23K +$8.42K +48 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.