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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 %
LCM
251
Landscape Capital Management
New Jersey
– -$2.74M -68,894 Closed
CWA
252
CM Wealth Advisors
Ohio
– -$636K -17,700 Closed
SG Americas Securities
253
SG Americas Securities
New York
– -$612K -15,378 Closed
HSBC Holdings
254
HSBC Holdings
United Kingdom
– -$587K -14,763 Closed
CC
255
Cipher Capital
New York
– -$552K -13,888 Closed
Balyasny Asset Management
256
Balyasny Asset Management
Illinois
– -$458K -11,523 Closed
LOAMU
257
Lombard Odier Asset Management (USA)
New York
– -$426K -10,720 Closed
Point72 Asset Management
258
Point72 Asset Management
Connecticut
– -$314K -7,900 Closed
HCM
259
Hilton Capital Management
New York
– -$299K -7,853 Closed
YIH
260
Y-Intercept (HK)
Hong Kong
– -$293K -7,376 Closed
FC
261
FORA Capital
Florida
– -$269K -6,771 Closed
Walleye Trading
262
Walleye Trading
New York
– -$263K -6,624 Closed
BTWM
263
Baker Tilly Wealth Management
Wisconsin
– -$226K -5,682 Closed
X
264
Xponance
Pennsylvania
– -$223K -5,614 Closed
PMA
265
Prudent Man Advisors
Illinois
– -$203K -5,100 Closed
PA
266
Profund Advisors
Maryland
– -$202K -5,073 Closed
BAM
267
Belpointe Asset Management
Nevada
– -$24.7K -621 Closed
TWA
268
TCI Wealth Advisors
Arizona
– -$5.37K -135 Closed
ASN
269
Advisory Services Network
Georgia
– -$3.98K -100 Closed
BBHC
270
Brown Brothers Harriman & Co
New York
– -$3.14K -79 Closed
SWM
271
Spire Wealth Management
Virginia
– -$2.98K -75 Closed
SFG
272
Steward Financial Group
Texas
– -$2K -75 Closed
MCM
273
Manchester Capital Management
Vermont
– -$2.63K -66 Closed
SC
274
Schubert & Co
Texas
– -$1.63K -41 Closed
IAIM
275
International Assets Investment Management
Florida
– -$1.51K -38 Closed
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