Simply Good Foods
SMPL
185 hedge funds and large institutions have $2.05B invested in Simply Good Foods in 2019 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 65 increasing their positions, 61 reducing their positions, and 15 closing their positions.
180% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 15
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
20% more capital invested
Capital invested by funds: $1.71B → $2.05B (+$342M)
16% more funds holding
Funds holding: 159 → 185 (+26)
7% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 61
0.17% less ownership
Funds ownership: 86.64% → 86.47% (-0.17%)
68% less call options, than puts
Call options by funds: $1.24M | Put options by funds: $3.86M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$44.2M |
| 2 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$29.8M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$22.7M |
| 4 |
Renaissance Technologies
New York
|
+$20.3M |
| 5 |
SAM
Silvercrest Asset Management
New York
|
+$17.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$59M |
| 2 |
LCM
Lomas Capital Management
New York
|
-$48.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$43M |
| 4 |
Millennium Management
New York
|
-$40.1M |
| 5 |
Goldman Sachs
New York
|
-$28.7M |
SMPL Hedge Fund Activity: Q3 2019 in Review
185 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Simply Good Foods (SMPL) for Q3 2019, worth a combined $2.05B — up 20% from $1.71B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new SMPL positions and 15 closed out — a net gain of 27 holders — while 65 added to existing stakes and 61 trimmed.
The largest buyer was Vanguard Group, adding an estimated $44.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $59M.
- 185 institutional investors held Simply Good Foods (SMPL) as of Q3 2019, up from 159 in Q2 2019.
- Funds reported $2.05B of Simply Good Foods stock for Q3 2019, up 20% quarter-over-quarter.
- 42 funds opened new Simply Good Foods positions in Q3 2019 and 15 closed out, a net change of +27 holders.
- The largest Simply Good Foods buyer in Q3 2019 was Vanguard Group, an estimated $44.2M added.
- The largest Simply Good Foods seller in Q3 2019 was T. Rowe Price Associates, an estimated $59M sold.
Based on aggregated 13F filings for Q3 2019.