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Simply Good Foods

273 hedge funds and large institutions have $3.22B invested in Simply Good Foods in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 93 increasing their positions, 110 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more call options, than puts

Call options by funds: $20.1M | Put options by funds: $7.7M

7% more capital invested

Capital invested by funds: $3B → $3.22B (+$220M)

0.82% more ownership

Funds ownership: 88.21%89.03% (+0.82%)

6% less funds holding

Funds holding: 290273 (-17)

15% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 110

21% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 53

Holders
273
Holders Change
-17
Holders Change %
-5.86%
% of All Funds
3.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
42
Increased
93
Reduced
110
Closed
53
Calls
$20.1M
Puts
$7.7M
Net Calls
+$12.4M
Net Calls Change
+$9.62M
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
226
Concourse Financial Group Securities
Alabama
$34.4K +$1.64K +46 +5%
PS
227
Principal Securities
Iowa
$30.7K -$5.65K -158 -16%
GI
228
GAMMA Investing
California
$30.7K +$19.6K +549 +182%
QL
229
Quarry LP
New York
$29.8K +$29.4K +824 New
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$24K +$4.07K +114 +21%
EA
231
Emerald Advisers
Pennsylvania
$22.1K -$7.07M -197,833 -100%
Ohio Public Employees Retirement System (OPERS)
232
Ohio Public Employees Retirement System (OPERS)
Ohio
$20.5K +$2.11K +59 +12%
NS
233
NBC Securities
Alabama
$20K
PA
234
Parallel Advisors
California
$19.4K +$19.2K +536 New
UB
235
UMB Bank
Missouri
$18.8K +$1.22K +34 +7%
S
236
SignatureFD
Georgia
$14.7K -$1.29K -36 -8%
CTC
237
Central Trust Company
Missouri
$14.5K -$1.04K -29 -7%
SAM
238
Smartleaf Asset Management
Massachusetts
$14K +$14K +393 New
WTC
239
WhitTier Trust Company
Nevada
$13.7K +$13.5K +378 New
Fifth Third Bancorp
240
Fifth Third Bancorp
Ohio
$13.1K -$822 -23 -6%
RA
241
Rise Advisors
New York
$11.2K
HNB
242
Huntington National Bank
Ohio
$10.8K -$9.44K -264 -47%
CFM
243
Catalyst Funds Management
Australia
$10.8K +$3.57K +100 +50%
GRP
244
Global Retirement Partners
California
$8.96K +$5.4K +151 +156%
WTA
245
Washington Trust Advisors
Massachusetts
$7.91K
MPWT
246
MassMutual Private Wealth & Trust
Connecticut
$7.48K -$500 -14 -6%
EBA
247
Eagle Bay Advisors
New York
$6.29K
FCA
248
FinTrust Capital Advisors
South Carolina
$5.42K
BFEC
249
Benjamin F. Edwards & Company
Missouri
$4K
CA
250
Clearstead Advisors
Ohio
$3.87K +$3.82K +107 New

SMPL Hedge Fund Activity: Q2 2024 in Review

273 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Simply Good Foods (SMPL) for Q2 2024, worth a combined $3.22B — up 7.3% from $3B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of SMPL and 42 opened new positions — a net loss of 11 holders — while 110 trimmed existing stakes and 93 added.

The largest buyer was Wellington Management Group, adding an estimated $69M. The largest seller was Capital World Investors, cutting an estimated $58.2M.

  • 273 institutional investors held Simply Good Foods (SMPL) as of Q2 2024, down from 290 in Q1 2024.
  • Funds reported $3.22B of Simply Good Foods stock for Q2 2024, up 7.3% quarter-over-quarter.
  • 42 funds opened new Simply Good Foods positions in Q2 2024 and 53 closed out, a net change of -11 holders.
  • The largest Simply Good Foods buyer in Q2 2024 was Wellington Management Group, an estimated $69M added.
  • The largest Simply Good Foods seller in Q2 2024 was Capital World Investors, an estimated $58.2M sold.

Based on aggregated 13F filings for Q2 2024.