Simply Good Foods
SMPL
160 hedge funds and large institutions have $1.72B invested in Simply Good Foods in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 63 reducing their positions, and 65 closing their positions.
1,689% more call options, than puts
Call options by funds: $17.4M | Put options by funds: $975K
3.2% more ownership
Funds ownership: 90.49% → 93.7% (+3.2%)
10% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 63
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
20% less funds holding
Funds holding: 200 → 160 (-40)
30% less capital invested
Capital invested by funds: $2.47B → $1.72B (-$746M)
58% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 65
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$70M |
| 2 |
SAM
Silvercrest Asset Management
New York
|
+$59.2M |
| 3 |
LCM
Lomas Capital Management
New York
|
+$51.2M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$40.8M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$38.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$51.2M |
| 2 |
WCM
Woodson Capital Management
Greenwich,
Connecticut
|
-$37.1M |
| 3 |
Morgan Stanley
New York
|
-$30.6M |
| 4 |
Renaissance Technologies
New York
|
-$29.9M |
| 5 |
GIP
Granite Investment Partners
El Segundo,
California
|
-$22M |
SMPL Hedge Fund Activity: Q1 2020 in Review
160 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Simply Good Foods (SMPL) for Q1 2020, worth a combined $1.72B — down 30% from $2.47B a quarter earlier.
Sellers outnumbered buyers: 65 funds closed out of SMPL and 27 opened new positions — a net loss of 38 holders — while 63 trimmed existing stakes and 57 added.
The largest buyer was Victory Capital Management, adding an estimated $70M. The largest seller was Fidelity Investments, cutting an estimated $51.2M.
- 160 institutional investors held Simply Good Foods (SMPL) as of Q1 2020, down from 200 in Q4 2019.
- Funds reported $1.72B of Simply Good Foods stock for Q1 2020, down 30% quarter-over-quarter.
- 27 funds opened new Simply Good Foods positions in Q1 2020 and 65 closed out, a net change of -38 holders.
- The largest Simply Good Foods buyer in Q1 2020 was Victory Capital Management, an estimated $70M added.
- The largest Simply Good Foods seller in Q1 2020 was Fidelity Investments, an estimated $51.2M sold.
Based on aggregated 13F filings for Q1 2020.