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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
SAM
1176
Sherman Asset Management
California
$1.03K +$1.05K +6 New
TFA
1177
Transamerica Financial Advisors
Florida
$1K
WTFG
1178
Wood Tarver Financial Group
Idaho
$1K +$1.58K +9 New
CWM
1179
Copia Wealth Management
Oregon
$861 +$878 +5 New
YP
1180
YANKCOM Partnership
South Dakota
$861 +$878 +5 New
WW
1181
Winnow Wealth
Texas
$851 +$878 +5 New
CAWM
1182
Capital A Wealth Management
Pennsylvania
$689 +$702 +4 New
NRG
1183
Nemes Rush Group
Michigan
$689 +$702 +4 New
CAM
1184
Creekmur Asset Management
Illinois
$517
WBC
1185
West Branch Capital
Massachusetts
$517
SMAM
1186
Sugar Maple Asset Management
Wisconsin
$517 +$527 +3 New
KBFS
1187
Kohmann Bosshard Financial Services
Ohio
$344 +$351 +2 New
SWA
1188
SOA Wealth Advisors
New York
$344 +$351 +2 New
NS
1189
NBC Securities
Alabama
$319 -$453K -2,583 -100%
RFG
1190
REAP Financial Group
Texas
$86 +$176 +1 New
RWS
1191
Retirement Wealth Solutions
Wisconsin
$71
Fuller & Thaler Asset Management
1192
Fuller & Thaler Asset Management
California
$2
1832 Asset Management
1193
1832 Asset Management
Ontario, Canada
-$66.5M -393,296 Closed
CHP
1194
Castle Hook Partners
New York
-$53.1M -314,252 Closed
LSV Asset Management
1195
LSV Asset Management
Illinois
-$47.4M -280,500 Closed
HF
1196
HRT Financial
New York
-$32.9M -194,592 Closed
ECM
1197
ExodusPoint Capital Management
New York
-$23.6M -139,878 Closed
NSLI
1198
Nan Shan Life Insurance
Taiwan
-$15M -88,652 Closed
HCM
1199
Hillman Capital Management
Maryland
-$9.55M -56,521 Closed
CCM
1200
Cinctive Capital Management
New York
-$9.35M -55,346 Closed

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.