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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.82B -$9.12M -51,972 -0.1%
BlackRock
2
BlackRock
New York
$6.71B +$575M +3,274,830 +9%
State Street
3
State Street
Massachusetts
$3.62B -$9.02M -51,367 -0.2%
Cohen & Steers
4
Cohen & Steers
New York
$2.84B -$281M -1,600,497 -9%
Norges Bank
5
Norges Bank
Norway
$2.06B -$64M -364,681 -3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.58B +$40.5M +230,982 +3%
Bank of America
7
Bank of America
North Carolina
$1.11B -$13.2M -75,259 -1%
Morgan Stanley
8
Morgan Stanley
New York
$947M -$8.9M -50,728 -0.9%
Northern Trust
9
Northern Trust
Illinois
$941M +$302M +1,718,398 +46%
JP Morgan Chase
10
JP Morgan Chase
New York
$811M +$43.3M +246,730 +6%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$781M +$34.4K +196 +0%
Invesco
12
Invesco
Georgia
$726M +$95.2M +542,511 +15%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$648M -$99.1M -564,440 -13%
Legal & General Group
14
Legal & General Group
United Kingdom
$644M -$60.4M -344,307 -8%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$629M +$14.3M +81,359 +2%
Charles Schwab
16
Charles Schwab
California
$626M +$11.3M +64,418 +2%
Deutsche Bank
17
Deutsche Bank
Germany
$618M +$110M +624,000 +21%
N
18
Nuveen
North Carolina
$612M -$124M -705,680 -17%
UBS AM
19
UBS AM
Illinois
$587M +$38.6M +219,823 +7%
Daiwa Securities Group
20
Daiwa Securities Group
Japan
$507M -$93M -529,765 -15%
SCM
21
Smead Capital Management
Arizona
$441M -$10.9M -62,066 -2%
Boston Partners
22
Boston Partners
Massachusetts
$431M +$28.6M +162,764 +7%
Goldman Sachs
23
Goldman Sachs
New York
$413M +$79.7M +454,035 +23%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$391M +$487K +2,776 +0.1%
Amundi
25
Amundi
France
$301M +$28.7M +163,764 +10%

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.