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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
FHA
251
First Horizon Advisors
Tennessee
$3.83K
BIA
252
Bell Investment Advisors
California
$3.25K +$36 +1 +1%
Mitsubishi UFJ Asset Management
253
Mitsubishi UFJ Asset Management
Japan
$3.14K
TWP
254
Triad Wealth Partners
Kansas
$3.04K +$3K +84 New
BAM
255
Bellevue Asset Management
Washington
$3K
FMII
256
Farmers & Merchants Investments Inc
Nebraska
$2.24K
VNA
257
Valley National Advisers
Pennsylvania
$2K +$2.5K +70 New
JWA
258
JFS Wealth Advisors
Pennsylvania
$1.99K +$357 +10 +22%
FFA
259
Farther Finance Advisors
California
$1.72K +$1.25K +35 +269%
CIBC Private Wealth Group
260
CIBC Private Wealth Group
Georgia
$1.62K +$1.61K +45 New
Russell Investments Group
261
Russell Investments Group
United Kingdom
$1.48K -$54.8K -1,534 -97%
RIL
262
Rothschild Investment LLC
Illinois
$1.26K +$893 +25 +250%
NA
263
NewEdge Advisors
Louisiana
$1.08K +$1.07K +30 New
FNWA
264
Financial Network Wealth Advisors
Utah
$1.05K +$1.04K +29 New
BEI
265
Benjamin Edwards Inc
Missouri
$1K +$572 +16 New
AF
266
Allworth Financial
California
$718 -$250 -7 -26%
SIC
267
SJS Investment Consulting
Ohio
$687
DPW
268
DiNuzzo Private Wealth
Pennsylvania
$470 +$36 +1 +8%
ECM
269
Everence Capital Management
Indiana
$347
HCP
270
Hexagon Capital Partners
Arkansas
$290 +$286 +8 New
AWM
271
Abound Wealth Management
Tennessee
$217 -$143 -4 -40%
LFG
272
Larson Financial Group
Missouri
$217 +$214 +6 New
AWM
273
Avior Wealth Management
Nebraska
$144 -$14.3K -401 -99%
CSS
274
Cubist Systematic Strategies
Connecticut
-$12M -352,003 Closed
Renaissance Technologies
275
Renaissance Technologies
New York
-$4.44M -130,400 Closed

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.