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Simply Good Foods

273 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, 110 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more call options, than puts

Call options by funds: $20.1M | Put options by funds: $7.7M

7% more capital invested

Capital invested by funds: $3B → $3.22B (+$220M)

0.82% more ownership

Funds ownership: 88.21%89.03% (+0.82%)

6% less funds holding

Funds holding: 290273 (-17)

15% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 110

21% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 53

Holders
273
Holders Change
-17
Holders Change %
-5.86%
% of All Funds
3.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
42
Increased
93
Reduced
110
Closed
53
Calls
$20.1M
Puts
$7.7M
Net Calls
+$12.4M
Net Calls Change
+$9.62M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
301
Two Sigma Investments
New York
-$289K -8,503 Closed
PAS
302
Point72 Asia (Singapore)
Singapore
-$289K -8,478 Closed
DAS
303
Diversify Advisory Services
Utah
-$286K -8,386 Closed
BCM
304
Bayesian Capital Management
New York
-$278K -8,163 Closed
PWG
305
Portside Wealth Group
Utah
-$271K -7,974 Closed
BG
306
Bellevue Group
Switzerland
-$269K -7,900 Closed
EC
307
EntryPoint Capital
New York
-$262K -7,710 Closed
MM
308
MQS Management
New York
-$258K -7,581 Closed
Envestnet Portfolio Solutions
309
Envestnet Portfolio Solutions
Illinois
-$232K -6,825 Closed
QCM
310
QRG Capital Management
Illinois
-$228K -6,698 Closed
TAM
311
Tocqueville Asset Management
New York
-$211K -6,200 Closed
PRC
312
Pearl River Capital
Michigan
-$207K -6,089 Closed
GWM
313
Gibbs Wealth Management
Georgia
-$206K -6,052 Closed
VPIM
314
Vanguard Personalized Indexing Management
California
-$200K -5,885 Closed
SAG
315
SageView Advisory Group
California
-$398K -5,162 Closed
MLICM
316
Metropolitan Life Insurance Company (MetLife)
New York
-$162K -4,750 Closed
SCM
317
Sirios Capital Management
Massachusetts
-$113K -3,335 Closed
AAM
318
Advisors Asset Management
Colorado
-$57.6K -1,693 Closed
NC
319
nVerses Capital
Florida
-$40.8K -1,200 Closed
Group One Trading
320
Group One Trading
Illinois
-$13.5K -378 Closed
FFO
321
Fortitude Family Office
Arizona
-$3.23K -95 Closed
CA
322
Crewe Advisors
Utah
-$2.89K -85 Closed
BC
323
Barrett & Company
Rhode Island
-$1.7K -50 Closed
CIA
324
Cape Investment Advisory
Georgia
-$1.02K -30 Closed
GI
325
Gradient Investments
Minnesota
-$340 -10 Closed

SMPL Hedge Fund Activity: Q2 2024 in Review

273 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Simply Good Foods (SMPL) for Q2 2024, worth a combined $3.22B — up 7.3% from $3B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of SMPL and 42 opened new positions — a net loss of 11 holders — while 110 trimmed existing stakes and 93 added.

The largest buyer was Wellington Management Group, adding an estimated $69M. The largest seller was Capital World Investors, cutting an estimated $58.2M.

  • 273 institutional investors held Simply Good Foods (SMPL) as of Q2 2024, down from 290 in Q1 2024.
  • Funds reported $3.22B of Simply Good Foods stock for Q2 2024, up 7.3% quarter-over-quarter.
  • 42 funds opened new Simply Good Foods positions in Q2 2024 and 53 closed out, a net change of -11 holders.
  • The largest Simply Good Foods buyer in Q2 2024 was Wellington Management Group, an estimated $69M added.
  • The largest Simply Good Foods seller in Q2 2024 was Capital World Investors, an estimated $58.2M sold.

Based on aggregated 13F filings for Q2 2024.