Simply Good Foods
SMPL
158 hedge funds and large institutions have $1.88B invested in Simply Good Foods in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 43 increasing their positions, 66 reducing their positions, and 31 closing their positions.
186% more call options, than puts
Call options by funds: $3.65M | Put options by funds: $1.28M
17% more capital invested
Capital invested by funds: $1.61B → $1.88B (+$277M)
0.17% less ownership
Funds ownership: 90.17% → 90% (-0.17%)
5% less funds holding
Funds holding: 166 → 158 (-8)
26% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 31
35% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 66
100% less funds holding in top 10
Funds holding in top 10: 4 → 0 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$33.5M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$28.5M |
| 3 |
SAM
Scopus Asset Management
New York
|
+$27.3M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
+$27.1M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$21.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
YCMGA
York Capital Management Global Advisors
New York
|
-$43.2M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$21.9M |
| 3 |
EC
Engaged Capital
Newport Beach,
California
|
-$8.52M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$7.45M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$7.18M |
SMPL Hedge Fund Activity: Q3 2020 in Review
158 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Simply Good Foods (SMPL) for Q3 2020, worth a combined $1.88B — up 17% from $1.61B a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of SMPL and 23 opened new positions — a net loss of 8 holders — while 66 trimmed existing stakes and 43 added.
The largest buyer was Citadel Advisors, adding an estimated $33.5M. The largest seller was York Capital Management Global Advisors, exiting entirely with an estimated $43.2M sold.
- 158 institutional investors held Simply Good Foods (SMPL) as of Q3 2020, down from 166 in Q2 2020.
- Funds reported $1.88B of Simply Good Foods stock for Q3 2020, up 17% quarter-over-quarter.
- 23 funds opened new Simply Good Foods positions in Q3 2020 and 31 closed out, a net change of -8 holders.
- The largest Simply Good Foods buyer in Q3 2020 was Citadel Advisors, an estimated $33.5M added.
- The largest Simply Good Foods seller in Q3 2020 was York Capital Management Global Advisors, an estimated $43.2M sold.
Based on aggregated 13F filings for Q3 2020.