Simply Good Foods
SMPL
267 hedge funds and large institutions have $3.55B invested in Simply Good Foods in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 95 increasing their positions, 90 reducing their positions, and 26 closing their positions.
343% more call options, than puts
Call options by funds: $39.1M | Put options by funds: $8.82M
104% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 26
18% more capital invested
Capital invested by funds: $3B → $3.55B (+$551M)
10% more funds holding
Funds holding: 242 → 267 (+25)
2.65% more ownership
Funds ownership: 87.18% → 89.83% (+2.6%)
6% more repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 90
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$56.5M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$23.8M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$19M |
| 4 |
BlackRock
New York
|
+$18.4M |
| 5 |
Millennium Management
New York
|
+$12.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$25.4M |
| 2 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
-$19.8M |
| 3 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$17.9M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$13.4M |
| 5 |
TCM
TimesSquare Capital Management
New York
|
-$8.33M |
SMPL Hedge Fund Activity: Q4 2023 in Review
267 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Simply Good Foods (SMPL) for Q4 2023, worth a combined $3.55B — up 18% from $3B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new SMPL positions and 26 closed out — a net gain of 27 holders — while 95 added to existing stakes and 90 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $56.5M. The largest seller was Eagle Asset Management, exiting entirely with an estimated $25.4M sold.
- 267 institutional investors held Simply Good Foods (SMPL) as of Q4 2023, up from 242 in Q3 2023.
- Funds reported $3.55B of Simply Good Foods stock for Q4 2023, up 18% quarter-over-quarter.
- 53 funds opened new Simply Good Foods positions in Q4 2023 and 26 closed out, a net change of +27 holders.
- The largest Simply Good Foods buyer in Q4 2023 was Morgan Stanley, an estimated $56.5M added.
- The largest Simply Good Foods seller in Q4 2023 was Eagle Asset Management, an estimated $25.4M sold.
Based on aggregated 13F filings for Q4 2023.