SMPL icon

Simply Good Foods
SMPL

Overview Fund Activity

276 hedge funds and large institutions have $3.72B invested in Simply Good Foods in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 107 increasing their positions, 91 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+7
Holders Change %
+2.6%
% of All Funds
3.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
49
Increased
107
Reduced
91
Closed
38
Calls
$8.35M
Puts
$2M
Net Calls
+$6.35M
Net Calls Change
+$6.13M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$173M
2
BTW
Boston Trust Walden
Massachusetts
+$28.2M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$26.3M
4
Boston Partners
Boston Partners
Massachusetts
+$24.7M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$17.4M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$66.8M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$25.1M
3
CIP
Champlain Investment Partners
Vermont
-$24.8M
4
WP
Woodline Partners
California
-$12.7M
5
WAM
Weiss Asset Management
Massachusetts
-$12.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
226
Tower Research Capital (TRC)
New York
$38.6K -$153K -3,935 -80%
CIBC Private Wealth Group
227
CIBC Private Wealth Group
Georgia
$38K +$15.9K +445 +72%
PS
228
Principal Securities
Iowa
$36.7K -$3.59K -92 -9%
Carson Wealth (CWM LLC)
229
Carson Wealth (CWM LLC)
Nebraska
$35K +$9.39K +241 +37%
CFGS
230
Concourse Financial Group Securities
Alabama
$34K -$1.12K -30 -3%
Ohio Public Employees Retirement System (OPERS)
231
Ohio Public Employees Retirement System (OPERS)
Ohio
$27.5K +$2.57K +66 +10%
RS
232
R Squared
Hong Kong
$26.1K +$26.1K +670 New
UB
233
UMB Bank
Missouri
$24.8K – – –
PA
234
Parallel Advisors
California
$23.6K -$3.82K -98 -14%
Federated Hermes
235
Federated Hermes
Pennsylvania
$20.8K -$170K -4,355 -89%
CTC
236
Central Trust Company
Missouri
$15.6K – – –
EWA
237
EverSource Wealth Advisors
Alabama
$15.2K -$2.07K -53 -12%
WTC
238
WhitTier Trust Company
Nevada
$14.7K – – –
RA
239
Rise Advisors
New York
$12K – – –
EBA
240
Eagle Bay Advisors
New York
$11.1K +$1.87K +48 +20%
HNB
241
Huntington National Bank
Ohio
$10.9K -$234 -6 -2%
MG
242
Mather Group
Illinois
$9.98K +$9.98K +256 New
S
243
SignatureFD
Georgia
$8.89K -$4.09K -105 -32%
WTA
244
Washington Trust Advisors
Massachusetts
$8.54K – – –
Fifth Third Bancorp
245
Fifth Third Bancorp
Ohio
$8.15K -$1.33K -34 -14%
Russell Investments Group
246
Russell Investments Group
United Kingdom
$5.46K +$2.81K +72 +106%
EC
247
Elequin Capital
New York
$4.99K +$4.99K +128 New
MPWT
248
MassMutual Private Wealth & Trust
Connecticut
$4.56K – – –
FHA
249
First Horizon Advisors
Tennessee
$4.13K – – –
ACM
250
Aster Capital Management
United Arab Emirates
$3.98K +$3.98K +102 New
8 9
10
11 12