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Simply Good Foods
SMPL

Overview Fund Activity

291 hedge funds and large institutions have $3.27B invested in Simply Good Foods in 2025 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 104 increasing their positions, 103 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+15
Holders Change %
+5.43%
% of All Funds
3.95%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
56
Increased
104
Reduced
103
Closed
36
Calls
$8.39M
Puts
$3.97M
Net Calls
+$4.42M
Net Calls Change
-$1.93M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$62.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$43.5M
3
OAM
Ophir Asset Management
Australia
+$25.3M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$22.4M
5
Victory Capital Management
Victory Capital Management
Texas
+$18.2M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$99.6M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$31.4M
3
CIP
Champlain Investment Partners
Vermont
-$15.9M
4
Principal Financial Group
Principal Financial Group
Iowa
-$15.2M
5
BlackRock
BlackRock
New York
-$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
251
Farther Finance Advisors
California
$7.03K +$4.98K +143 +242%
SW
252
SVB Wealth
Massachusetts
$6.9K +$6.9K +200 New
HCP
253
Hexagon Capital Partners
Arkansas
$6.73K +$4.69K +136 +231%
S
254
SignatureFD
Georgia
$5.66K -$2.21K -64 -28%
GKIM
255
GW&K Investment Management
Massachusetts
$5K +$5K +150 New
MPWT
256
MassMutual Private Wealth & Trust
Connecticut
$4.76K +$724 +21 +18%
VCM
257
Versant Capital Management
Arizona
$4.31K +$4.31K +125 New
RIL
258
Rothschild Investment LLC
Illinois
$3.97K +$862 +25 +28%
RCM
259
Richardson Capital Management
Wisconsin
$3.97K +$3.97K +115 New
FHA
260
First Horizon Advisors
Tennessee
$3.66K – – –
MCM
261
MAI Capital Management
Ohio
$3.45K – – –
SCM
262
Sterling Capital Management
North Carolina
$3.28K +$69 +2 +2%
Mitsubishi UFJ Asset Management
263
Mitsubishi UFJ Asset Management
Japan
$3K – – –
HWM
264
Hemington Wealth Management
Virginia
$3K +$910 +27 +44%
BIA
265
Bell Investment Advisors
California
$2.86K -$241 -7 -8%
BAM
266
Bellevue Asset Management
Washington
$2.86K – – –
CCM
267
Coldstream Capital Management
Washington
$2.83K +$2.83K +82 New
Federated Hermes
268
Federated Hermes
Pennsylvania
$2.79K -$15.6K -452 -85%
FMII
269
Farmers & Merchants Investments Inc
Nebraska
$1.97K -$172 -5 -8%
LFG
270
Larson Financial Group
Missouri
$1.83K +$1.48K +43 +430%
BFS
271
Bare Financial Services
Pennsylvania
$1.52K +$1.52K +44 New
JWA
272
JFS Wealth Advisors
Pennsylvania
$1.17K -$690 -20 -37%
FNWA
273
Financial Network Wealth Advisors
Utah
$1.04K – – –
SO
274
Sierra Ocean
California
$931 – – –
CFD
275
Creative Financial Designs
Indiana
$897 +$897 +26 New
9 10
11
12 13