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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 %
Simplex Trading
301
Simplex Trading
Illinois
– -$770K -19,469 Closed
HF
302
HRT Financial
New York
– -$699K -17,655 Closed
SPS
303
Susquehanna Portfolio Strategies
Pennsylvania
– -$481K -12,149 Closed
AWS
304
Atria Wealth Solutions
New York
– -$468K -11,825 Closed
Truist Financial
305
Truist Financial
North Carolina
– -$368K -9,301 Closed
FC
306
Forte Capital
New York
– -$245K -6,180 Closed
SFA
307
Sequoia Financial Advisors
Ohio
– -$231K -5,843 Closed
PAS
308
Park Avenue Securities
New York
– -$231K -5,831 Closed
CIBC Asset Management
309
CIBC Asset Management
Ontario, Canada
– -$227K -5,727 Closed
PA
310
Profund Advisors
Maryland
– -$226K -5,715 Closed
Mackenzie Financial
311
Mackenzie Financial
Ontario, Canada
– -$221K -5,570 Closed
Janney Montgomery Scott
312
Janney Montgomery Scott
Pennsylvania
– -$220K -5,543 Closed
X
313
Xponance
Pennsylvania
– -$218K -5,508 Closed
Wealth Enhancement Advisory Services
314
Wealth Enhancement Advisory Services
Minnesota
– -$208K -5,243 Closed
Lido Advisors
315
Lido Advisors
California
– -$203K -5,119 Closed
Lazard Asset Management
316
Lazard Asset Management
New York
– -$72K -1,819 Closed
PA
317
Parallel Advisors
California
– -$15.8K -398 Closed
SWS
318
SYSTM Wealth Solutions
Illinois
– -$12.2K -308 Closed
ASN
319
Advisory Services Network
Georgia
– -$3.96K -100 Closed
SPIA
320
Steward Partners Investment Advisory
New York
– -$3.96K -100 Closed
BF
321
BOK Financial
Oklahoma
– -$2.69K -68 Closed
Federated Hermes
322
Federated Hermes
Pennsylvania
– -$436 -11 Closed
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