Simply Good Foods
SMPL
241 hedge funds and large institutions have $3.61B invested in Simply Good Foods in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 85 increasing their positions, 86 reducing their positions, and 29 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
14% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 29
13% more capital invested
Capital invested by funds: $3.19B → $3.61B (+$421M)
6.74% more ownership
Funds ownership: 84.33% → 91.07% (+6.7%)
1% more funds holding
Funds holding: 239 → 241 (+2)
1% less repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 86
67% less call options, than puts
Call options by funds: $1.83M | Put options by funds: $5.55M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
Tiedemann Advisors
New York
|
+$77.2M |
| 2 |
Neuberger Berman Group
New York
|
+$77.1M |
| 3 |
SAM
Scopus Asset Management
New York
|
+$28.2M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$16.8M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$12.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$23M |
| 2 |
TCM
TimesSquare Capital Management
New York
|
-$21.9M |
| 3 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$19.3M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$11.9M |
| 5 |
BlackRock
New York
|
-$10.9M |
SMPL Hedge Fund Activity: Q1 2023 in Review
241 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Simply Good Foods (SMPL) for Q1 2023, worth a combined $3.61B — up 13% from $3.19B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new SMPL positions and 29 closed out — a net gain of 4 holders — while 85 added to existing stakes and 86 trimmed.
The largest buyer was Tiedemann Advisors, opening a new position worth an estimated $77.2M. The largest seller was Loomis, Sayles & Company, cutting an estimated $23M.
- 241 institutional investors held Simply Good Foods (SMPL) as of Q1 2023, up from 239 in Q4 2022.
- Funds reported $3.61B of Simply Good Foods stock for Q1 2023, up 13% quarter-over-quarter.
- 33 funds opened new Simply Good Foods positions in Q1 2023 and 29 closed out, a net change of +4 holders.
- The largest Simply Good Foods buyer in Q1 2023 was Tiedemann Advisors, an estimated $77.2M added.
- The largest Simply Good Foods seller in Q1 2023 was Loomis, Sayles & Company, an estimated $23M sold.
Based on aggregated 13F filings for Q1 2023.