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Simply Good Foods
SMPL

Overview Fund Activity

272 hedge funds and large institutions have $3.22B invested in Simply Good Foods in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 93 increasing their positions, 109 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
-15
Holders Change %
-5.23%
% of All Funds
3.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
42
Increased
93
Reduced
109
Closed
51
Calls
$20.1M
Puts
$7.7M
Net Calls
+$12.4M
Net Calls Change
+$9.62M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$104M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$154M
3
AC
Armistice Capital
New York
$34.6M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$124M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$50.1M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$154M
2
CAM
Congress Asset Management
Massachusetts
$14.9M
3
Millennium Management
Millennium Management
New York
$19.9M
4
BlackRock
BlackRock
New York
$499M
5
CSS
Cubist Systematic Strategies
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
301
Diversify Advisory Services
Utah
– -$286K -8,386 Closed
BCM
302
Bayesian Capital Management
New York
– -$278K -8,163 Closed
PWG
303
Portside Wealth Group
Utah
– -$271K -7,974 Closed
BG
304
Bellevue Group
Switzerland
– -$269K -7,900 Closed
EC
305
EntryPoint Capital
New York
– -$262K -7,710 Closed
MM
306
MQS Management
New York
– -$258K -7,581 Closed
Envestnet Portfolio Solutions
307
Envestnet Portfolio Solutions
Illinois
– -$232K -6,825 Closed
QCM
308
QRG Capital Management
Illinois
– -$228K -6,698 Closed
TAM
309
Tocqueville Asset Management
New York
– -$211K -6,200 Closed
PRC
310
Pearl River Capital
Michigan
– -$207K -6,089 Closed
VPIM
311
Vanguard Personalized Indexing Management
California
– -$200K -5,885 Closed
SAG
312
SageView Advisory Group
California
– -$398K -5,162 Closed
MLICM
313
Metropolitan Life Insurance Company (MetLife)
New York
– -$162K -4,750 Closed
SCM
314
Sirios Capital Management
Massachusetts
– -$113K -3,335 Closed
AAM
315
Advisors Asset Management
Colorado
– -$57.6K -1,693 Closed
NC
316
nVerses Capital
Florida
– -$40.8K -1,200 Closed
Group One Trading
317
Group One Trading
Illinois
– -$12.9K -378 Closed
FFO
318
Fortitude Family Office
Arizona
– -$3.23K -95 Closed
CA
319
Crewe Advisors
Utah
– -$2.89K -85 Closed
BC
320
Barrett & Company
Rhode Island
– -$1.7K -50 Closed
CIA
321
Cape Investment Advisory
Georgia
– -$1.02K -30 Closed
GI
322
Gradient Investments
Minnesota
– -$340 -10 Closed
TWP
323
TFO Wealth Partners
Ohio
– -$68 -2 Closed
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