Simply Good Foods
SMPL
278 hedge funds and large institutions have $3.72B invested in Simply Good Foods in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 109 increasing their positions, 92 reducing their positions, and 38 closing their positions.
318% more call options, than puts
Call options by funds: $8.35M | Put options by funds: $2M
26% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 38
18% more repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 92
16% more capital invested
Capital invested by funds: $3.19B → $3.72B (+$527M)
2.76% more ownership
Funds ownership: 91.74% → 94.49% (+2.8%)
2% more funds holding
Funds holding: 272 → 278 (+6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$163M |
| 2 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
+$26.5M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$24.7M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$23.3M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$16.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$62.8M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
-$23.6M |
| 3 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$23.3M |
| 4 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$12.1M |
| 5 |
WP
Woodline Partners
San Francisco,
California
|
-$11.9M |
SMPL Hedge Fund Activity: Q4 2024 in Review
278 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Simply Good Foods (SMPL) for Q4 2024, worth a combined $3.72B — up 16% from $3.19B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new SMPL positions and 38 closed out — a net gain of 10 holders — while 109 added to existing stakes and 92 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $163M. The largest seller was Capital World Investors, cutting an estimated $62.8M.
- 278 institutional investors held Simply Good Foods (SMPL) as of Q4 2024, up from 272 in Q3 2024.
- Funds reported $3.72B of Simply Good Foods stock for Q4 2024, up 16% quarter-over-quarter.
- 48 funds opened new Simply Good Foods positions in Q4 2024 and 38 closed out, a net change of +10 holders.
- The largest Simply Good Foods buyer in Q4 2024 was Fidelity Investments, an estimated $163M added.
- The largest Simply Good Foods seller in Q4 2024 was Capital World Investors, an estimated $62.8M sold.
Based on aggregated 13F filings for Q4 2024.