Simply Good Foods
SMPL
290 hedge funds and large institutions have $3B invested in Simply Good Foods in 2024 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 115 increasing their positions, 91 reducing their positions, and 35 closing their positions.
71% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 35
38% more call options, than puts
Call options by funds: $10.3M | Put options by funds: $7.49M
26% more repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 91
9% more funds holding
Funds holding: 267 → 290 (+23)
1.62% less ownership
Funds ownership: 89.83% → 88.21% (-1.6%)
16% less capital invested
Capital invested by funds: $3.55B → $3B (-$554M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$31.5M |
| 2 |
Millennium Management
New York
|
+$30.5M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$30.3M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$17.3M |
| 5 |
BlackRock
New York
|
+$16.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$73.1M |
| 2 |
Neuberger Berman Group
New York
|
-$36.7M |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$32M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
-$31.9M |
| 5 |
SAM
Silvercrest Asset Management
New York
|
-$27.9M |
SMPL Hedge Fund Activity: Q1 2024 in Review
290 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Simply Good Foods (SMPL) for Q1 2024, worth a combined $3B — down 16% from $3.55B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new SMPL positions and 35 closed out — a net gain of 25 holders — while 115 added to existing stakes and 91 trimmed.
The largest buyer was Champlain Investment Partners, adding an estimated $31.5M. The largest seller was Morgan Stanley, cutting an estimated $73.1M.
- 290 institutional investors held Simply Good Foods (SMPL) as of Q1 2024, up from 267 in Q4 2023.
- Funds reported $3B of Simply Good Foods stock for Q1 2024, down 16% quarter-over-quarter.
- 60 funds opened new Simply Good Foods positions in Q1 2024 and 35 closed out, a net change of +25 holders.
- The largest Simply Good Foods buyer in Q1 2024 was Champlain Investment Partners, an estimated $31.5M added.
- The largest Simply Good Foods seller in Q1 2024 was Morgan Stanley, an estimated $73.1M sold.
Based on aggregated 13F filings for Q1 2024.