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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
$6.71B
2
Northern Trust
Northern Trust
Illinois
$941M
3
RC
Resolution Capital
Australia
$213M
4
Citadel Advisors
Citadel Advisors
Florida
$173M
5
Capital World Investors
Capital World Investors
California
$120M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$2.84B
2
IAIM
International Assets Investment Management
Florida
$478K
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$4.64M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$612M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$648M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAS
1126
Winch Advisory Services
Wisconsin
$5.51K +$5.51K +32 New
MSFP
1127
Mark Sheptoff Financial Planning
Connecticut
$5.34K – – –
OCM
1128
Orion Capital Management
California
$5.23K +$5.23K +30 New
S
1129
Sachetta
Massachusetts
$5.17K -$689 -4 -12%
AIC
1130
Archer Investment Corporation
Indiana
$4.95K – – –
SC
1131
SouthState Corp
Florida
$4.65K – – –
ANBT
1132
American National Bank & Trust
Texas
$4.31K -$49.1K -285 -92%
IBOK
1133
Independence Bank of Kentucky
Kentucky
$4.31K -$2.58K -15 -38%
BFP
1134
Briaud Financial Planning
Texas
$4K +$4K +26 New
DCM
1135
Davis Capital Management
Florida
$3.96K – – –
RTL
1136
Red Tortoise LLC
Georgia
$3.96K – – –
NC
1137
NewSquare Capital
Pennsylvania
$3.96K +$3.96K +23 New
HPC
1138
HM Payson & Co
Maine
$3.79K -$861 -5 -19%
MA
1139
MCF Advisors
Kentucky
$3.79K – – –
FNWA
1140
Financial Network Wealth Advisors
Utah
$3.62K +$3.62K +21 New
LDB
1141
Lee, Danner & Bass
Tennessee
$3.62K +$3.62K +21 New
CSWM
1142
Cassady Schiller Wealth Management
Ohio
$3.62K +$3.62K +21 New
SIS
1143
Strategic Investment Solutions
Illinois
$3.47K +$3.47K +24 New
CPL
1144
Capital & Planning LLC
Georgia
$3.44K +$3.44K +20 New
OC
1145
Oarsman Capital
Wisconsin
$3.44K +$3.44K +20 New
CPG
1146
Cornerstone Planning Group
New Jersey
$3.18K +$353 +2 +13%
ME
1147
McIlrath & Eck
Washington
$3.1K – – –
PPWM
1148
PFG Private Wealth Management
Florida
$2.93K – – –
DWM
1149
Darwin Wealth Management
Florida
$2.93K – – –
NMG
1150
New Millennium Group
Utah
$2.83K +$354 +2 +14%
44 45
46
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