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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
BS
201
Banco Santander
Spain
$12.6M +$12.9M +73,336 New
Corient Private Wealth
202
Corient Private Wealth
Florida
$12.6M -$1.15M -6,535 -8%
X
203
Xponance
Pennsylvania
$12.5M +$441K +2,515 +4%
AACA
204
American Assets Capital Advisers
California
$12.2M -$5.21M -29,659 -29%
LGF
205
LGT Group Foundation
Liechtenstein
$12.1M -$1.75K -10 -0%
FAF
206
Fjarde Ap-fonden
Sweden
$12.1M -$1.02M -5,800 -8%
EIA
207
Edgemoor Investment Advisors
Maryland
$12M -$209K -1,188 -2%
IAA
208
Independent Advisor Alliance
North Carolina
$12M +$467K +2,661 +4%
Janney Montgomery Scott
209
Janney Montgomery Scott
Pennsylvania
$11.9M -$245K -1,394 -2%
BIA
210
Biondo Investment Advisors
Pennsylvania
$11.7M +$105K +600 +0.9%
OLA
211
Oliver Luxxe Assets
New Jersey
$11.6M +$5.99M +34,104 +101%
CNB
212
Czech National Bank
Czech Republic
$11.5M +$714K +4,067 +7%
ELC
213
Edgar Lomax Company
Virginia
$11.3M -$30.2M -171,955 -72%
BCM
214
Barometer Capital Management
Ontario, Canada
$11.3M +$5.97M +34,005 +96%
CFIA
215
Cantor Fitzgerald Investment Advisors
New York
$11M -$48.3K -275 -0.4%
Commonwealth Equity Services
216
Commonwealth Equity Services
Massachusetts
$10.8M -$6.12M -34,897 -36%
BAMCO Inc
217
BAMCO Inc
New York
$10.8M +$6.44M +36,693 +140%
OCBCO
218
Oversea-Chinese Banking Corp (OCBC)
Singapore
$10.8M -$1.46M -8,295 -12%
BCIM
219
British Columbia Investment Management
British Columbia, Canada
$10.8M +$1.41M +8,048 +15%
Mariner
220
Mariner
Kansas
$10.6M +$250K +1,422 +2%
UIM
221
USS Investment Management
United Kingdom
$10.5M -$2.35M -13,399 -18%
DnB Asset Management
222
DnB Asset Management
Norway
$10.5M +$423K +2,412 +4%
AB
223
Amalgamated Bank
New York
$10.5M -$257K -1,465 -2%
Wealthfront Advisers
224
Wealthfront Advisers
California
$10.5M +$441K +2,515 +4%
US Bancorp
225
US Bancorp
Minnesota
$10.3M +$295K +1,683 +3%

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.