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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
MA
1151
MCF Advisors
Kentucky
$3.79K
CSWM
1152
Cassady Schiller Wealth Management
Ohio
$3.62K +$3.69K +21 New
FNWA
1153
Financial Network Wealth Advisors
Utah
$3.62K +$3.69K +21 New
LDB
1154
Lee, Danner & Bass
Tennessee
$3.62K +$3.69K +21 New
SIS
1155
Strategic Investment Solutions
Illinois
$3.47K +$4.21K +24 New
CPL
1156
Capital & Planning LLC
Georgia
$3.44K +$3.51K +20 New
OC
1157
Oarsman Capital
Wisconsin
$3.44K +$3.51K +20 New
CPG
1158
Cornerstone Planning Group
New Jersey
$3.18K +$351 +2 +13%
ME
1159
McIlrath & Eck
Washington
$3.1K
PPWM
1160
PFG Private Wealth Management
Florida
$2.93K
CWP
1161
Clark Wealth Partners
Illinois
$2.93K +$2.98K +17 New
DWM
1162
Darwin Wealth Management
Florida
$2.93K
NMG
1163
New Millennium Group
Utah
$2.83K +$351 +2 +14%
Q1WB
1164
Quest 10 Wealth Builders
Virginia
$2.58K +$2.63K +15 New
EBA
1165
Eagle Bay Advisors
New York
$2.41K -$527 -3 -18%
CAC
1166
Core Alternative Capital
Georgia
$2.41K
CIA
1167
Cape Investment Advisory
Georgia
$2.41K +$1.4K +8 +133%
JWA
1168
JFS Wealth Advisors
Pennsylvania
$1.72K
HWA
1169
HHM Wealth Advisors
Tennessee
$1.72K +$1.75K +10 New
PWA
1170
Principia Wealth Advisory
Texas
$1.72K +$1.75K +10 New
WCM
1171
WealthTrak Capital Management
Virginia
$1.38K +$1.4K +8 New
NL
1172
NVWM LLC
Pennsylvania
$1.21K +$176 +1 +17%
DRP
1173
Decker Retirement Planning
Utah
$1.21K +$1.23K +7 New
NWWA
1174
New Wave Wealth Advisors
Arkansas
$1.21K +$1.23K +7 New
OSNBOA
1175
Old Second National Bank of Aurora
Illinois
$1.03K +$1.05K +6 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.