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Simply Good Foods
SMPL

59 hedge funds and large institutions have $748M invested in Simply Good Foods in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

31% more funds holding

Funds holding: 45 → 59 (+14)

30% more capital invested

Capital invested by funds: $574M → $748M (+$174M)

4.79% more ownership

Funds ownership: 69.5% → 74.29% (+4.8%)

Holders
59
Holders Change
+14
Holders Change %
+31.11%
% of All Funds
1.34%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
22
Increased
19
Reduced
13
Closed
8
Calls
$6.99M
Puts
–
Net Calls
+$6.99M
Net Calls Change
+$1.53M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$21.8M
2
CIP
Champlain Investment Partners
Vermont
+$15.2M
3
TD Asset Management
TD Asset Management
Ontario, Canada
+$9.81M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$6.77M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$5.72M

Top Sellers

Rank Fund Capital Flow
1
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$10.3M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$8.78M
3
DKCM
Davidson Kempner Capital Management
New York
-$8.48M
4
Millennium Management
Millennium Management
New York
-$7.77M
5
HCM
Highbridge Capital Management
New York
-$5.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
UM
26
Ulysses Management
New York
$2.14M – – –
Northern Trust
27
Northern Trust
Illinois
$1.63M +$628K +50,049 +78%
Two Sigma Investments
28
Two Sigma Investments
New York
$1.63M +$1.43M +114,196 New
Wells Fargo
29
Wells Fargo
California
$1.43M +$738K +58,835 +141%
Swiss National Bank
30
Swiss National Bank
Switzerland
$1.29M +$1.13M +90,200 New
CIC
31
Chilton Investment Company
Connecticut
$752K -$1.07M -85,280 -62%
Acadian Asset Management
32
Acadian Asset Management
Massachusetts
$752K +$662K +52,779 New
BCM
33
BlueCrest Capital Management
Jersey
$736K +$16.7K +1,328 +3%
Barclays
34
Barclays
United Kingdom
$599K +$313K +24,966 +146%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$586K +$119K +9,462 +30%
Citadel Advisors
36
Citadel Advisors
Florida
$432K +$380K +30,344 New
GI
37
GAMCO Investors
Connecticut
$428K +$376K +30,000 New
TM
38
Tiger Management
New York
$357K +$313K +25,000 New
GGHC
39
Gilder Gagnon Howe & Co
New York
$351K +$70K +5,582 +29%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$332K +$292K +23,300 New
VF
41
Virtu Financial
New York
$306K +$269K +21,473 New
CS
42
Credit Suisse
Switzerland
$294K +$258K +20,576 New
Teacher Retirement System of Texas
43
Teacher Retirement System of Texas
Texas
$260K +$228K +18,211 New
TA
44
Teton Advisors
New York
$228K +$201K +16,000 New
MF
45
Magnetar Financial
Illinois
$208K +$183K +14,578 New
Charles Schwab
46
Charles Schwab
California
$186K +$163K +13,000 New
MIM
47
Monashee Investment Management
Massachusetts
$172K – – –
LCS
48
Levin Capital Strategies
New York
$157K -$113K -9,000 -45%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$117K – – –
Canada Life
50
Canada Life
Manitoba, Canada
$93K +$82.2K +6,559 New
1
2
3

SMPL Hedge Fund Activity: Q4 2017 in Review

59 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Simply Good Foods (SMPL) for Q4 2017, worth a combined $748M — up 30% from $574M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SMPL positions and 8 closed out — a net gain of 14 holders — while 19 added to existing stakes and 13 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $21.8M. The largest seller was Alyeska Investment Group, exiting entirely with an estimated $10.3M sold.

  • 59 institutional investors held Simply Good Foods (SMPL) as of Q4 2017, up from 45 in Q3 2017.
  • Funds reported $748M of Simply Good Foods stock for Q4 2017, up 30% quarter-over-quarter.
  • 22 funds opened new Simply Good Foods positions in Q4 2017 and 8 closed out, a net change of +14 holders.
  • The largest Simply Good Foods buyer in Q4 2017 was Fidelity Investments, an estimated $21.8M added.
  • The largest Simply Good Foods seller in Q4 2017 was Alyeska Investment Group, an estimated $10.3M sold.

Based on aggregated 13F filings for Q4 2017.