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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
AW
1126
Avion Wealth
Texas
$8K +$527 +3 +7%
GIM
1127
Gold Investment Management
Alberta, Canada
$7.75K
PMFA
1128
Plante Moran Financial Advisors
Michigan
$7.66K +$7.55K +43 +2,150%
ATC
1129
Adirondack Trust Company
New York
$6.89K -$4.56K -26 -39%
JFGIW
1130
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.78K -$10.7K -61 -61%
AP
1131
Aspect Partners
Virginia
$6.54K
JGIA
1132
Jackson Grant Investment Advisers
Connecticut
$6.54K
CA
1133
Continuum Advisory
Idaho
$6.37K
MWA
1134
Medallion Wealth Advisors
Connecticut
$6.29K +$6.49K +37 New
RMP
1135
Richards, Merrill & Peterson
Washington
$6.03K +$6.14K +35 New
CCMI
1136
Creative Capital Management Investments
California
$5.68K
WAS
1137
Winch Advisory Services
Wisconsin
$5.51K +$5.62K +32 New
MSFP
1138
Mark Sheptoff Financial Planning
Connecticut
$5.34K
OCM
1139
Orion Capital Management
California
$5.23K +$5.26K +30 New
S
1140
Sachetta
Massachusetts
$5.17K -$702 -4 -12%
LSA
1141
Leonteq Securities AG
Switzerland
$5.17K -$1.4K -8 -21%
AIC
1142
Archer Investment Corporation
Indiana
$4.95K
SC
1143
SouthState Corp
Florida
$4.65K
ANBT
1144
American National Bank & Trust
Texas
$4.3K -$50K -285 -92%
IBOK
1145
Independence Bank of Kentucky
Kentucky
$4.3K -$2.63K -15 -38%
BFP
1146
Briaud Financial Planning
Texas
$4K +$4.56K +26 New
DCM
1147
Davis Capital Management
Florida
$3.96K
RTL
1148
Red Tortoise LLC
Georgia
$3.96K
NC
1149
NewSquare Capital
Pennsylvania
$3.96K +$4.04K +23 New
HPC
1150
HM Payson & Co
Maine
$3.79K -$878 -5 -19%

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.