Simply Good Foods
SMPL
59 hedge funds and large institutions have $748M invested in Simply Good Foods in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 8 closing their positions.
175% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 8
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
46% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 13
31% more funds holding
Funds holding: 45 → 59 (+14)
30% more capital invested
Capital invested by funds: $574M → $748M (+$174M)
4.79% more ownership
Funds ownership: 69.5% → 74.29% (+4.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$21.8M |
| 2 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$15.2M |
| 3 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$9.81M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.77M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$5.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alyeska Investment Group
Chicago,
Illinois
|
-$10.3M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
-$8.78M |
| 3 |
DKCM
Davidson Kempner Capital Management
New York
|
-$8.48M |
| 4 |
Millennium Management
New York
|
-$7.77M |
| 5 |
HCM
Highbridge Capital Management
New York
|
-$5.78M |
SMPL Hedge Fund Activity: Q4 2017 in Review
59 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Simply Good Foods (SMPL) for Q4 2017, worth a combined $748M — up 30% from $574M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new SMPL positions and 8 closed out — a net gain of 14 holders — while 19 added to existing stakes and 13 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $21.8M. The largest seller was Alyeska Investment Group, exiting entirely with an estimated $10.3M sold.
- 59 institutional investors held Simply Good Foods (SMPL) as of Q4 2017, up from 45 in Q3 2017.
- Funds reported $748M of Simply Good Foods stock for Q4 2017, up 30% quarter-over-quarter.
- 22 funds opened new Simply Good Foods positions in Q4 2017 and 8 closed out, a net change of +14 holders.
- The largest Simply Good Foods buyer in Q4 2017 was Fidelity Investments, an estimated $21.8M added.
- The largest Simply Good Foods seller in Q4 2017 was Alyeska Investment Group, an estimated $10.3M sold.
Based on aggregated 13F filings for Q4 2017.