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Simply Good Foods
SMPL

276 hedge funds and large institutions have $1.29B invested in Simply Good Foods in 2026 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 99 increasing their positions, 88 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more call options, than puts

Call options by funds: $2.67M | Put options by funds: $900K

26% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 54

13% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 88

4.06% more ownership

Funds ownership: 92.66% → 96.71% (+4.1%)

4% more funds holding

Funds holding: 266 → 276 (+10)

27% less capital invested

Capital invested by funds: $1.77B → $1.29B (-$482M)

Holders
276
Holders Change
+10
Holders Change %
+3.76%
% of All Funds
3.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
68
Increased
99
Reduced
88
Closed
54
Calls
$2.67M
Puts
$900K
Net Calls
+$1.77M
Net Calls Change
-$1.78M

Top Buyers

1
LSV Asset Management
LSV Asset Management
Illinois
+$35.5M
2
RRAM
River Road Asset Management
Kentucky
+$24.4M
3
Brown Advisory
Brown Advisory
Maryland
+$20M
4
OCM
Oaktree Capital Management
California
+$19.5M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$16.3M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$46.1M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$21.5M
3
Two Sigma Investments
Two Sigma Investments
New York
-$18.1M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$16.7M
5
Jane Street
Jane Street
New York
-$13.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFO
251
Fortitude Family Office
Arizona
$603 -$14K -809 -95%
PWMG
252
Private Wealth Management Group
New Jersey
$574 -$2.5K -145 -78%
MCM
253
Manchester Capital Management
Vermont
$560 +$673 +39 New
RWM
254
Rialto Wealth Management
New York
$503 +$155 +9 +35%
IA
255
IFP Advisors
Florida
$502 -$138 -8 -19%
IPS
256
Investors Portfolio Services
Washington
$496 +$759 +44 New
RFP
257
Root Financial Partners
California
$474 +$173 +10 +43%
GFA
258
Godfrey Financial Associates
New York
$459 – – –
SIC
259
SJS Investment Consulting
Ohio
$374 +$449 +26 New
PWMG
260
Prestige Wealth Management Group
New Jersey
$259 +$311 +18 New
JWA
261
JFS Wealth Advisors
Pennsylvania
$230 -$17 -1 -6%
FHC
262
First Horizon Corporation
Tennessee
$129 – – –
SS
263
SBI Securities
Japan
$129 – – –
AAS
264
Ameritas Advisory Services
Nebraska
$129 +$155 +9 New
AWM
265
Abound Wealth Management
Tennessee
$101 – – –
CFO
266
CVA Family Office
Colorado
$72 +$86 +5 New
TWC
267
TD Waterhouse Canada
Ontario, Canada
$71 -$13.1K -759 -99%
DF
268
Dunhill Financial
United Kingdom
$37 -$17 -1 -33%
DPW
269
DiNuzzo Private Wealth
Pennsylvania
$29 -$17 -1 -33%
HFS
270
Hughes Financial Services
Virginia
$29 +$35 +2 New
BHWM
271
Bay Harbor Wealth Management
Maryland
$28 +$17 +1 +100%
HNB
272
Huntington National Bank
Ohio
$14 -$6.21K -360 -100%
KFAS
273
Keating Financial Advisory Services
Kansas
$14 – – –
VWM
274
Vermillion Wealth Management
Minnesota
$14 +$17 +1 New
Two Sigma Investments
275
Two Sigma Investments
New York
– -$18.1M -899,782 Closed
9 10
11
12 13

SMPL Hedge Fund Activity: Q1 2026 in Review

276 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Simply Good Foods (SMPL) for Q1 2026, worth a combined $1.29B — down 27% from $1.77B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new SMPL positions and 54 closed out — a net gain of 14 holders — while 99 added to existing stakes and 88 trimmed.

The largest buyer was LSV Asset Management, opening a new position worth an estimated $35.5M. The largest seller was Fidelity Investments, cutting an estimated $46.1M.

  • 276 institutional investors held Simply Good Foods (SMPL) as of Q1 2026, up from 266 in Q4 2025.
  • Funds reported $1.29B of Simply Good Foods stock for Q1 2026, down 27% quarter-over-quarter.
  • 68 funds opened new Simply Good Foods positions in Q1 2026 and 54 closed out, a net change of +14 holders.
  • The largest Simply Good Foods buyer in Q1 2026 was LSV Asset Management, an estimated $35.5M added.
  • The largest Simply Good Foods seller in Q1 2026 was Fidelity Investments, an estimated $46.1M sold.

Based on aggregated 13F filings for Q1 2026.