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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
OAM
1251
Oxford Asset Management
United Kingdom
-$222K -1,314 Closed
FWP
1252
FAS Wealth Partners
Kansas
-$212K -1,255 Closed
SPA
1253
Sherbrooke Park Advisers
New York
-$204K -1,208 Closed
SC
1254
Schubert & Co
Texas
-$202K -1,196 Closed
HA
1255
Hanover Advisors
South Carolina
-$201K -1,187 Closed
ATPW
1256
Ashton Thomas Private Wealth
Arizona
-$200K -1,184 Closed
AA
1257
Alta Advisers
United Kingdom
-$169K -1,000 Closed
RP
1258
Rowlandmiller & Partners
Georgia
-$169K -1,000 Closed
CA
1259
Claris Advisors
Missouri
-$88.1K -521 Closed
IIM
1260
Intact Investment Management
Quebec, Canada
-$77.2K -440 Closed
BWP
1261
Baldwin Wealth Partners
Massachusetts
-$65.9K -390 Closed
WI
1262
Wintrust Investments
Illinois
-$53K -315 Closed
ATS
1263
Ashton Thomas Securities
New York
-$52.2K -309 Closed
CA
1264
Crewe Advisors
Utah
-$44.5K -263 Closed
CPA
1265
Capital Performance Advisors
California
-$29.8K -176 Closed
CMA
1266
Cedar Mountain Advisors
Oregon
-$21.4K -127 Closed
EFP
1267
EnRich Financial Partners
Wisconsin
-$20.8K -123 Closed
WPWM
1268
Western Pacific Wealth Management
Illinois
-$20.3K -120 Closed
OA
1269
Operose Advisors
Wisconsin
-$16.9K -100 Closed
AF
1270
Aviso Financial
Ontario, Canada
-$10.5K -62 Closed
RWA
1271
Redmont Wealth Advisors
Illinois
-$9.46K -56 Closed
AF
1272
Arrow Financial
New York
-$5.75K -34 Closed
FFA
1273
Frazier Financial Advisors
Ohio
-$2.71K -16 Closed
MIM
1274
Macroview Investment Management
Maryland
-$846 -5 Closed
SFA
1275
Semmax Financial Advisors
North Carolina
-$955 -5 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.