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Simply Good Foods

200 hedge funds and large institutions have $2.47B invested in Simply Good Foods in 2019 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 91 increasing their positions, 53 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $4.13M | Put options by funds: $1.93M

72% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 53

57% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 30

20% more capital invested

Capital invested by funds: $2.05B → $2.47B (+$414M)

8% more funds holding

Funds holding: 185200 (+15)

4.03% more ownership

Funds ownership: 86.47%90.49% (+4%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
200
Holders Change
+15
Holders Change %
+8.11%
% of All Funds
3.94%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
47
Increased
91
Reduced
53
Closed
30
Calls
$4.13M
Puts
$1.93M
Net Calls
+$2.2M
Net Calls Change
+$4.82M
Name Holding Trade Value Shares
Change
Change in
Stake
PGM
51
Parian Global Management
New York
$9.01M +$8.32M +315,586 New
CAM
52
Congress Asset Management
Massachusetts
$7.57M +$422K +16,004 +6%
Deutsche Bank
53
Deutsche Bank
Germany
$7.25M -$1.66M -62,951 -20%
Wells Fargo
54
Wells Fargo
California
$6.91M -$579K -21,970 -8%
WMSA
55
Weiss Multi-Strategy Advisers
New York
$6.71M +$5.45M +206,608 +728%
JP Morgan Chase
56
JP Morgan Chase
New York
$6.65M -$709K -26,884 -10%
AAM
57
AMI Asset Management
California
$6.55M -$273K -10,372 -4%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$6.5M +$284K +10,780 +5%
CM
59
Castleark Management
Illinois
$6.44M -$1.39M -52,583 -19%
Two Sigma Investments
60
Two Sigma Investments
New York
$6.38M +$1.15M +43,734 +24%
DCM
61
Driehaus Capital Management
Illinois
$6.33M -$2.3M -87,383 -28%
AI
62
Atom Investors
Texas
$5.91M +$5.46M +207,221 New
PI
63
Putnam Investments
Massachusetts
$5.38M +$622K +23,617 +14%
CS
64
Credit Suisse
Switzerland
$5.32M -$4.7M -178,193 -49%
CAM
65
ClariVest Asset Management
California
$5.18M -$2.39M -90,655 -33%
HSBC Holdings
66
HSBC Holdings
United Kingdom
$5.03M +$590K +22,389 +15%
Calamos Advisors
67
Calamos Advisors
Illinois
$4.87M +$208K +7,904 +5%
Swiss National Bank
68
Swiss National Bank
Switzerland
$4.69M +$880K +33,400 +26%
CSS
69
Cubist Systematic Strategies
Connecticut
$4.59M +$2.4M +90,925 +130%
AI
70
Axiom Investors
Connecticut
$4.45M -$1.38M -52,470 -25%
Bessemer Group
71
Bessemer Group
New Jersey
$4.25M +$1.19M +45,000 +43%
FSCP
72
Franklin Street Capital Partners
New York
$4M +$3.69M +140,000 New
PAM
73
Panagora Asset Management
Massachusetts
$3.91M -$7.8K -296 -0.2%
Coatue Management
74
Coatue Management
New York
$3.9M +$3.16M +120,007 +724%
ZIM
75
Zacks Investment Management
Illinois
$3.73M +$274K +10,406 +9%

SMPL Hedge Fund Activity: Q4 2019 in Review

200 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Simply Good Foods (SMPL) for Q4 2019, worth a combined $2.47B — up 20% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SMPL positions and 30 closed out — a net gain of 17 holders — while 91 added to existing stakes and 53 trimmed.

The largest buyer was Vanguard Group, adding an estimated $77.2M. The largest seller was Fidelity Investments, cutting an estimated $51.9M.

  • 200 institutional investors held Simply Good Foods (SMPL) as of Q4 2019, up from 185 in Q3 2019.
  • Funds reported $2.47B of Simply Good Foods stock for Q4 2019, up 20% quarter-over-quarter.
  • 47 funds opened new Simply Good Foods positions in Q4 2019 and 30 closed out, a net change of +17 holders.
  • The largest Simply Good Foods buyer in Q4 2019 was Vanguard Group, an estimated $77.2M added.
  • The largest Simply Good Foods seller in Q4 2019 was Fidelity Investments, an estimated $51.9M sold.

Based on aggregated 13F filings for Q4 2019.