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Simply Good Foods
SMPL

Overview Fund Activity

245 hedge funds and large institutions have $3.24B invested in Simply Good Foods in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 96 increasing their positions, 79 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+5
Holders Change %
+2.08%
% of All Funds
3.86%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
37
Increased
96
Reduced
79
Closed
32
Calls
$1.98M
Puts
$15M
Net Calls
-$13M
Net Calls Change
-$9.28M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$42.3M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$25.4M
3
SAM
Silvercrest Asset Management
New York
+$11.6M
4
UBS Group
UBS Group
Switzerland
+$11M
5
Man Group
Man Group
United Kingdom
+$6.91M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$69.4M
2
WP
Woodline Partners
California
-$26M
3
BlackRock
BlackRock
New York
-$20.9M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$19.7M
5
SAM
Scopus Asset Management
New York
-$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
226
Steward Partners Investment Advisory
New York
$3.66K – – –
GRP
227
Global Retirement Partners
California
$3.62K +$1.76K +48 +94%
BAM
228
Bellevue Asset Management
Washington
$3.04K – – –
FCAG
229
First Capital Advisors Group
New Jersey
$2.49K +$2.49K +68 New
BIA
230
Bell Investment Advisors
California
$2.23K – – –
FMII
231
Farmers & Merchants Investments Inc
Nebraska
$2.2K – – –
JWA
232
JFS Wealth Advisors
Pennsylvania
$1.98K -$476 -13 -19%
BC
233
Barrett & Company
Rhode Island
$1.83K – – –
IFAM
234
Institutional & Family Asset Management
Colorado
$1.1K – – –
HS
235
Horan Securities
United States
$842 – – –
FFA
236
Farther Finance Advisors
California
$842 +$842 +23 New
DI
237
Disciplined Investments
Oklahoma
$622 -$37 -1 -6%
SIC
238
SJS Investment Consulting
Ohio
$586 -$220 -6 -27%
2L
239
25 LLC
Missouri
$472 +$472 +13 New
AF
240
Allworth Financial
California
$440 – – –
GI
241
Gradient Investments
Minnesota
$402 – – –
AWM
242
Abound Wealth Management
Tennessee
$366 +$366 +10 New
Russell Investments Group
243
Russell Investments Group
United Kingdom
$256 +$256 +7 New
TWP
244
TFO Wealth Partners
Ohio
$73 – – –
Comerica Bank
245
Comerica Bank
Texas
$4 +$4 +10,483 New
Wellington Management Group
246
Wellington Management Group
Massachusetts
– -$69.4M -1,743,937 Closed
WP
247
Woodline Partners
California
– -$26M -652,845 Closed
CCM
248
Candlestick Capital Management
Connecticut
– -$10.5M -265,000 Closed
WMSA
249
Weiss Multi-Strategy Advisers
New York
– -$6.25M -157,206 Closed
CCM
250
Cinctive Capital Management
New York
– -$3.77M -94,888 Closed
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