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Simply Good Foods

230 hedge funds and large institutions have $3.6B invested in Simply Good Foods in 2021 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 83 increasing their positions, 78 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more call options, than puts

Call options by funds: $4.38M | Put options by funds: $1.18M

186% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 14

22% more capital invested

Capital invested by funds: $2.96B → $3.6B (+$645M)

12% more funds holding

Funds holding: 206230 (+24)

6% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 78

0.88% more ownership

Funds ownership: 89.59%90.47% (+0.88%)

Holders
230
Holders Change
+24
Holders Change %
+11.65%
% of All Funds
3.54%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
40
Increased
83
Reduced
78
Closed
14
Calls
$4.38M
Puts
$1.18M
Net Calls
+$3.2M
Net Calls Change
-$3.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$36.8M +$8.83M +231,414 +35%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$34.9M +$712K +18,650 +2%
Norges Bank
28
Norges Bank
Norway
$32M -$3.35M -87,800 -10%
Citadel Advisors
29
Citadel Advisors
Florida
$31.7M -$2.73M -71,580 -9%
Morgan Stanley
30
Morgan Stanley
New York
$27.4M -$4.09M -107,138 -14%
WP
31
Woodline Partners
California
$25.4M -$527K -13,808 -2%
Charles Schwab
32
Charles Schwab
California
$24.9M +$457K +11,977 +2%
Victory Capital Management
33
Victory Capital Management
Texas
$24.1M -$1.01M -26,584 -4%
N
34
Nuveen
North Carolina
$22.1M -$1.17M -30,650 -5%
CAM
35
Congress Asset Management
Massachusetts
$21.5M +$2.65M +69,295 +15%
Handelsbanken Fonder
36
Handelsbanken Fonder
Sweden
$19.7M -$11.5K -300 -0.1%
Bank of America
37
Bank of America
North Carolina
$19.1M +$6.74M +176,543 +63%
Allspring Global Investments
38
Allspring Global Investments
North Carolina
$15.8M +$14.5M +380,953 New
Ameriprise
39
Ameriprise
Minnesota
$14.8M -$4.92K -129 -0%
WMSA
40
Weiss Multi-Strategy Advisers
New York
$14.4M -$6.81M -178,272 -34%
HWCM
41
Hudson Way Capital Management
Texas
$14.1M -$1.58M -41,431 -11%
AllianceBernstein
42
AllianceBernstein
Tennessee
$12.6M -$1.33M -34,814 -10%
PMAM
43
Picton Mahoney Asset Management
Ontario, Canada
$12.3M +$576K +15,100 +5%
First Trust Advisors
44
First Trust Advisors
Illinois
$11.9M -$3.3M -86,376 -23%
PFM
45
Premier Fund Managers
United Kingdom
$11.7M +$2.57M +67,447 +31%
CS
46
Credit Suisse
Switzerland
$11.1M +$7.16M +187,447 +236%
Impax Asset Management Group
47
Impax Asset Management Group
United Kingdom
$10.8M
Man Group
48
Man Group
United Kingdom
$10.1M -$2.22M -58,029 -19%
Legal & General Group
49
Legal & General Group
United Kingdom
$10M +$258K +6,757 +3%
PPA
50
Parametric Portfolio Associates
Washington
$9.82M +$3.21M +83,954 +55%

SMPL Hedge Fund Activity: Q4 2021 in Review

230 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Simply Good Foods (SMPL) for Q4 2021, worth a combined $3.6B — up 22% from $2.96B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SMPL positions and 14 closed out — a net gain of 26 holders — while 83 added to existing stakes and 78 trimmed.

The largest buyer was Capital World Investors, adding an estimated $14.3M. The largest seller was Scopus Asset Management, cutting an estimated $14.3M.

  • 230 institutional investors held Simply Good Foods (SMPL) as of Q4 2021, up from 206 in Q3 2021.
  • Funds reported $3.6B of Simply Good Foods stock for Q4 2021, up 22% quarter-over-quarter.
  • 40 funds opened new Simply Good Foods positions in Q4 2021 and 14 closed out, a net change of +26 holders.
  • The largest Simply Good Foods buyer in Q4 2021 was Capital World Investors, an estimated $14.3M added.
  • The largest Simply Good Foods seller in Q4 2021 was Scopus Asset Management, an estimated $14.3M sold.

Based on aggregated 13F filings for Q4 2021.