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Simply Good Foods
SMPL

Overview Fund Activity

309 hedge funds and large institutions have $3.03B invested in Simply Good Foods in 2025 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 113 increasing their positions, 107 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+18
Holders Change %
+6.19%
% of All Funds
4.14%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
55
Increased
113
Reduced
107
Closed
33
Calls
$3.62M
Puts
$1.7M
Net Calls
+$1.92M
Net Calls Change
-$2.51M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
+$48.8M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$36.2M
3
BCM
Benchstone Capital Management
New York
+$16.4M
4
SAM
Scopus Asset Management
New York
+$14.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$11.1M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$53.5M
2
AC
Armistice Capital
New York
-$46.6M
3
Victory Capital Management
Victory Capital Management
Texas
-$36.5M
4
OAM
Ophir Asset Management
Australia
-$25.3M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$22.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
251
Principal Securities
Iowa
$29.4K -$379 -12 -1%
PA
252
Parallel Advisors
California
$28.1K +$3.76K +119 +15%
BNP Paribas Asset Management
253
BNP Paribas Asset Management
France
$28K +$28K +871 New
Ohio Public Employees Retirement System (OPERS)
254
Ohio Public Employees Retirement System (OPERS)
Ohio
$26.2K +$1.26K +40 +5%
UB
255
UMB Bank
Missouri
$21.4K -$1.9K -60 -8%
Carson Wealth (CWM LLC)
256
Carson Wealth (CWM LLC)
Nebraska
$19K -$8.3K -257 -30%
NS
257
NBC Securities
Alabama
$17K – – –
CA
258
Clearstead Advisors
Ohio
$15.3K +$15.3K +485 New
CTC
259
Central Trust Company
Missouri
$12.6K – – –
WTC
260
WhitTier Trust Company
Nevada
$11.5K – – –
IA
261
IFP Advisors
Florida
$11.2K -$276 – –
MCM
262
MAI Capital Management
Ohio
$9.92K +$6.76K +214 +214%
HNB
263
Huntington National Bank
Ohio
$9.04K +$95 +3 +1%
HCA
264
Harbor Capital Advisors
Illinois
$9K +$1.4K +43 +18%
GRP
265
Global Retirement Partners
California
$8.5K +$8.5K +269 New
RA
266
Rise Advisors
New York
$8.44K – – –
Fifth Third Bancorp
267
Fifth Third Bancorp
Ohio
$7.58K -$948 -30 -11%
Optiver Holding
268
Optiver Holding
Netherlands
$7.39K -$2.72K -86 -27%
WTA
269
Washington Trust Advisors
Massachusetts
$6.92K – – –
BC
270
Bayforest Capital
United Kingdom
$6.89K -$138K -4,381 -95%
TPWA
271
Twin Peaks Wealth Advisors
California
$6.52K +$6.52K +224 New
S
272
SignatureFD
Georgia
$5.62K +$442 +14 +9%
MPWT
273
MassMutual Private Wealth & Trust
Connecticut
$5.53K +$1.17K +37 +27%
BFS
274
Bare Financial Services
Pennsylvania
$4.9K +$3.51K +111 +252%
VCM
275
Versant Capital Management
Arizona
$3.95K – – –
9 10
11
12 13