Simply Good Foods
SMPL
206 hedge funds and large institutions have $2.71B invested in Simply Good Foods in 2021 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 67 increasing their positions, 76 reducing their positions, and 21 closing their positions.
506% more call options, than puts
Call options by funds: $21.3M | Put options by funds: $3.52M
110% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 21
11% more funds holding
Funds holding: 185 → 206 (+21)
4.52% less ownership
Funds ownership: 97.59% → 93.07% (-4.5%)
7% less capital invested
Capital invested by funds: $2.93B → $2.71B (-$216M)
12% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 76
75% less funds holding in top 10
Funds holding in top 10: 4 → 1 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Scopus Asset Management
New York
|
+$23.8M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$18.3M |
| 3 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$15.3M |
| 4 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$10.3M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Silvercrest Asset Management
New York
|
-$31.3M |
| 2 |
Millennium Management
New York
|
-$27.3M |
| 3 |
BlackRock
New York
|
-$24.6M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$16.4M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$16.4M |
SMPL Hedge Fund Activity: Q1 2021 in Review
206 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Simply Good Foods (SMPL) for Q1 2021, worth a combined $2.71B — down 7.4% from $2.93B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new SMPL positions and 21 closed out — a net gain of 23 holders — while 67 added to existing stakes and 76 trimmed.
The largest buyer was Scopus Asset Management, adding an estimated $23.8M. The largest seller was Silvercrest Asset Management, cutting an estimated $31.3M.
- 206 institutional investors held Simply Good Foods (SMPL) as of Q1 2021, up from 185 in Q4 2020.
- Funds reported $2.71B of Simply Good Foods stock for Q1 2021, down 7.4% quarter-over-quarter.
- 44 funds opened new Simply Good Foods positions in Q1 2021 and 21 closed out, a net change of +23 holders.
- The largest Simply Good Foods buyer in Q1 2021 was Scopus Asset Management, an estimated $23.8M added.
- The largest Simply Good Foods seller in Q1 2021 was Silvercrest Asset Management, an estimated $31.3M sold.
Based on aggregated 13F filings for Q1 2021.