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Simply Good Foods
SMPL

Overview Fund Activity

287 hedge funds and large institutions have $2.99B invested in Simply Good Foods in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 114 increasing their positions, 91 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
+21
Holders Change %
+7.89%
% of All Funds
4.16%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
58
Increased
114
Reduced
91
Closed
35
Calls
$10.3M
Puts
$7.49M
Net Calls
+$2.81M
Net Calls Change
-$27.5M

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
+$29.1M
2
Millennium Management
Millennium Management
New York
+$28.2M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$27.9M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$16M
5
BlackRock
BlackRock
New York
+$15.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$67.5M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$33.9M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$29.5M
4
Brown Advisory
Brown Advisory
Maryland
-$29.4M
5
SAM
Silvercrest Asset Management
New York
-$25.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
276
Barrett & Company
Rhode Island
$1.7K – – –
JWA
277
JFS Wealth Advisors
Pennsylvania
$1.53K -$647 -19 -30%
CIA
278
Cape Investment Advisory
Georgia
$1.02K +$1.02K +30 New
AF
279
Allworth Financial
California
$919 -$1.5K -44 -62%
SIC
280
SJS Investment Consulting
Ohio
$647 -$136 -4 -17%
FFA
281
Farther Finance Advisors
California
$444 -$1.37K -40 -75%
DPW
282
DiNuzzo Private Wealth
Pennsylvania
$409 +$34 +1 +9%
AWM
283
Abound Wealth Management
Tennessee
$341 – – –
GI
284
Gradient Investments
Minnesota
$340 -$34 -1 -9%
RIL
285
Rothschild Investment LLC
Illinois
$340 +$340 +10 New
ECM
286
Everence Capital Management
Indiana
$324 – – –
TWP
287
TFO Wealth Partners
Ohio
$68 – – –
TCM
288
TimesSquare Capital Management
New York
– -$18.2M -458,625 Closed
SAM
289
Scopus Asset Management
New York
– -$12.5M -315,000 Closed
Point72 Asset Management
290
Point72 Asset Management
Connecticut
– -$10.6M -267,993 Closed
SBH
291
Segall Bryant & Hamill
Illinois
– -$7.16M -180,702 Closed
TC
292
TwinBeech Capital
New York
– -$5.94M -150,082 Closed
Macquarie Group
293
Macquarie Group
Australia
– -$3.24M -81,687 Closed
LCM
294
Landscape Capital Management
New Jersey
– -$2.42M -61,144 Closed
WMSA
295
Weiss Multi-Strategy Advisers
New York
– -$2.31M -58,359 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
296
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$1.58M -40,000 Closed
EGM
297
Engineers Gate Manager
New York
– -$1.45M -36,548 Closed
William Blair & Company
298
William Blair & Company
Illinois
– -$1.42M -35,968 Closed
SAM
299
Secure Asset Management
Michigan
– -$1.1M -27,766 Closed
CAPTRUST Financial Advisors
300
CAPTRUST Financial Advisors
North Carolina
– -$928K -23,446 Closed
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