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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 %
LDB
251
Lee, Danner & Bass
Tennessee
$3.9K +$3.9K +100 New
MCM
252
MAI Capital Management
Ohio
$3.9K +$3.9K +100 New
SCM
253
Sterling Capital Management
North Carolina
$3.63K – – –
BIA
254
Bell Investment Advisors
California
$3.51K +$39 +1 +1%
RIL
255
Rothschild Investment LLC
Illinois
$3.51K +$1.36K +35 +64%
Mitsubishi UFJ Asset Management
256
Mitsubishi UFJ Asset Management
Japan
$3.44K – – –
BAM
257
Bellevue Asset Management
Washington
$3.24K – – –
BOJHT
258
Bank of Jackson Hole Trust
Wyoming
$2.85K +$2.85K +73 New
GRP
259
Global Retirement Partners
California
$2.81K -$1.72K -44 -38%
FMII
260
Farmers & Merchants Investments Inc
Nebraska
$2.42K – – –
FFA
261
Farther Finance Advisors
California
$2.3K +$39 +1 +2%
HCP
262
Hexagon Capital Partners
Arkansas
$2.3K +$1.4K +36 +157%
JWA
263
JFS Wealth Advisors
Pennsylvania
$2.11K +$663 +17 +46%
HWM
264
Hemington Wealth Management
Virginia
$2K +$903 +28 +82%
AssetMark Inc
265
AssetMark Inc
California
$1.29K +$1.29K +33 New
FNWA
266
Financial Network Wealth Advisors
Utah
$1.17K +$39 +1 +3%
SO
267
Sierra Ocean
California
$1.05K +$1.05K +27 New
BGAI
268
Bruce G. Allen Investments
Colorado
$1.01K +$623 +16 +160%
Jones Financial Companies
269
Jones Financial Companies
Missouri
$975 +$975 +25 New
SIC
270
SJS Investment Consulting
Ohio
$507 -$156 -4 -24%
DPW
271
DiNuzzo Private Wealth
Pennsylvania
$507 – – –
LFG
272
Larson Financial Group
Missouri
$390 +$156 +4 +67%
IA
273
IFP Advisors
Florida
$312 – – –
AWM
274
Abound Wealth Management
Tennessee
$273 – – –
GFPC
275
Global Financial Private Client
Florida
$195 +$195 +5 New
9 10
11
12 13