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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 %
Q1WB
1151
Quest 10 Wealth Builders
Virginia
$2.58K +$2.58K +15 New
EBA
1152
Eagle Bay Advisors
New York
$2.41K -$517 -3 -18%
CAC
1153
Core Alternative Capital
Georgia
$2.41K – – –
CIA
1154
Cape Investment Advisory
Georgia
$2.41K +$1.38K +8 +133%
JWA
1155
JFS Wealth Advisors
Pennsylvania
$1.72K – – –
HWA
1156
HHM Wealth Advisors
Tennessee
$1.72K +$1.72K +10 New
PWA
1157
Principia Wealth Advisory
Texas
$1.72K +$1.72K +10 New
WCM
1158
WealthTrak Capital Management
Virginia
$1.38K +$1.38K +8 New
NL
1159
NVWM LLC
Pennsylvania
$1.21K +$172 +1 +17%
NWWA
1160
New Wave Wealth Advisors
Arkansas
$1.21K +$1.21K +7 New
DRP
1161
Decker Retirement Planning
Utah
$1.21K +$1.21K +7 New
OSNBOA
1162
Old Second National Bank of Aurora
Illinois
$1.03K +$1.03K +6 New
SAM
1163
Sherman Asset Management
California
$1.03K +$1.03K +6 New
TFA
1164
Transamerica Financial Advisors
Florida
$1K – – –
WTFG
1165
Wood Tarver Financial Group
Idaho
$1K +$1K +9 New
YP
1166
YANKCOM Partnership
South Dakota
$861 +$861 +5 New
CWM
1167
Copia Wealth Management
Oregon
$861 +$861 +5 New
WW
1168
Winnow Wealth
Texas
$851 +$851 +5 New
CAWM
1169
Capital A Wealth Management
Pennsylvania
$689 +$689 +4 New
NRG
1170
Nemes Rush Group
Michigan
$689 +$689 +4 New
CAM
1171
Creekmur Asset Management
Illinois
$517 – – –
WBC
1172
West Branch Capital
Massachusetts
$517 – – –
SMAM
1173
Sugar Maple Asset Management
Wisconsin
$517 +$517 +3 New
KBFS
1174
Kohmann Bosshard Financial Services
Ohio
$344 +$344 +2 New
SWA
1175
SOA Wealth Advisors
New York
$344 +$344 +2 New
45 46
47
48 49