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Simply Good Foods

293 hedge funds and large institutions have $3.31B invested in Simply Good Foods in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 107 increasing their positions, 103 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $8.39M | Put options by funds: $3.97M

50% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 36

5% more funds holding

Funds holding: 278293 (+15)

4% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 103

0.48% more ownership

Funds ownership: 94.49%94.97% (+0.48%)

11% less capital invested

Capital invested by funds: $3.72B → $3.31B (-$410M)

Holders
293
Holders Change
+15
Holders Change %
+5.4%
% of All Funds
3.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
54
Increased
107
Reduced
103
Closed
36
Calls
$8.39M
Puts
$3.97M
Net Calls
+$4.42M
Net Calls Change
-$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
26
Ophir Asset Management
Australia
$25.3M +$26.6M +734,076 New
Bank of New York Mellon
27
Bank of New York Mellon
New York
$22.7M -$385K -10,638 -2%
Bank of America
28
Bank of America
North Carolina
$22.3M +$7.27M +200,969 +45%
Principal Financial Group
29
Principal Financial Group
Iowa
$17.7M -$15.9M -440,003 -46%
SIMG
30
Stephens Investment Management Group
Texas
$14.5M +$15.2M +420,671 New
N
31
Nuveen
North Carolina
$14.2M +$1.32M +36,447 +10%
JP Morgan Chase
32
JP Morgan Chase
New York
$13.6M -$1.28M -35,493 -8%
Invesco
33
Invesco
Georgia
$13.1M -$782K -21,616 -5%
SIC
34
Schwartz Investment Counsel
Michigan
$12.4M +$2.01M +55,470 +18%
CAM
35
Congress Asset Management
Massachusetts
$12.4M +$1.61M +44,622 +14%
Ameriprise
36
Ameriprise
Minnesota
$11.7M -$754K -20,829 -6%
Qube Research & Technologies (QRT)
37
Qube Research & Technologies (QRT)
United Kingdom
$11.4M +$12M +330,593 New
Goldman Sachs
38
Goldman Sachs
New York
$10.3M -$13.9M -383,168 -56%
PP
39
Prospector Partners
Connecticut
$10.2M +$10.7M +295,378 New
Public Sector Pension Investment Board (PSP Investments)
40
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$10.1M +$2.33M +64,397 +28%
FGP
41
Freestone Grove Partners
California
$9.44M +$800K +22,110 +9%
Impax Asset Management Group
42
Impax Asset Management Group
United Kingdom
$8.92M
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$8.82M +$68.9K +1,904 +0.8%
Legal & General Group
44
Legal & General Group
United Kingdom
$8.73M -$258K -7,128 -3%
UBS AM
45
UBS AM
Illinois
$7.73M +$785K +21,696 +11%
AllianceBernstein
46
AllianceBernstein
Tennessee
$7.73M +$4.46M +123,318 +122%
Lord, Abbett & Co
47
Lord, Abbett & Co
New Jersey
$7.61M +$2.55M +70,515 +47%
Bessemer Group
48
Bessemer Group
New Jersey
$7.27M -$249K -6,893 -3%
CF
49
Covea Finance
France
$6.98M +$1.3M +35,900 +22%
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$6.75M -$745K -20,604 -10%

SMPL Hedge Fund Activity: Q1 2025 in Review

293 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Simply Good Foods (SMPL) for Q1 2025, worth a combined $3.31B — down 11% from $3.72B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SMPL positions and 36 closed out — a net gain of 18 holders — while 107 added to existing stakes and 103 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $65.5M. The largest seller was Capital World Investors, exiting entirely with an estimated $99.6M sold.

  • 293 institutional investors held Simply Good Foods (SMPL) as of Q1 2025, up from 278 in Q4 2024.
  • Funds reported $3.31B of Simply Good Foods stock for Q1 2025, down 11% quarter-over-quarter.
  • 54 funds opened new Simply Good Foods positions in Q1 2025 and 36 closed out, a net change of +18 holders.
  • The largest Simply Good Foods buyer in Q1 2025 was Citadel Advisors, an estimated $65.5M added.
  • The largest Simply Good Foods seller in Q1 2025 was Capital World Investors, an estimated $99.6M sold.

Based on aggregated 13F filings for Q1 2025.