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Simply Good Foods

230 hedge funds and large institutions have $3.6B invested in Simply Good Foods in 2021 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 83 increasing their positions, 78 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more call options, than puts

Call options by funds: $4.38M | Put options by funds: $1.18M

186% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 14

22% more capital invested

Capital invested by funds: $2.96B → $3.6B (+$645M)

12% more funds holding

Funds holding: 206230 (+24)

6% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 78

0.88% more ownership

Funds ownership: 89.59%90.47% (+0.88%)

Holders
230
Holders Change
+24
Holders Change %
+11.65%
% of All Funds
3.54%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
40
Increased
83
Reduced
78
Closed
14
Calls
$4.38M
Puts
$1.18M
Net Calls
+$3.2M
Net Calls Change
-$3.25M
Name Holding Trade Value Shares
Change
Change in
Stake
MOACM
151
Mutual of America Capital Management
New York
$479K +$10.8K +282 +3%
PP
152
PDT Partners
New York
$463K
QT
153
Quantbot Technologies
New York
$463K +$426K +11,155 New
Zurich Cantonal Bank
154
Zurich Cantonal Bank
Switzerland
$461K +$116K +3,037 +38%
CC
155
Cannell & Co
New York
$436K
ECM
156
Everence Capital Management
Indiana
$431K
NAM
157
NorthCrest Asset Manangement
Minnesota
$404K +$371K +9,730 New
MAM
158
Martingale Asset Management
Massachusetts
$400K +$366K +9,600 New
MML Investors Services
159
MML Investors Services
Massachusetts
$339K +$37.2K +974 +14%
ZIC
160
ZWJ Investment Counsel
Georgia
$333K
CGH
161
Crossmark Global Holdings
Texas
$328K +$76.7K +2,010 +34%
PA
162
Profund Advisors
Maryland
$324K -$33.1K -867 -10%
Bank Julius Baer & Co
163
Bank Julius Baer & Co
Switzerland
$300K +$276K +7,228 New
HCM
164
Hilton Capital Management
New York
$292K +$12.2K +319 +5%
CCIA
165
Campbell & Co Investment Adviser
Maryland
$281K +$258K +6,750 New
AIP
166
Ameritas Investment Partners
Nebraska
$278K
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$256K -$9.24K -242 -4%
6M
168
6 Meridian
Kansas
$250K +$1.18K +31 +0.5%
GC
169
Guggenheim Capital
Illinois
$244K +$224K +5,864 New
Osaic Holdings
170
Osaic Holdings
Arizona
$233K +$24.5K +641 +13%
RA
171
RFG Advisory
Alabama
$229K +$210K +5,500 New
SCM
172
Shelton Capital Management
Colorado
$223K +$204K +5,356 New
RJFSA
173
Raymond James Financial Services Advisors
Florida
$217K +$199K +5,209 New
PMA
174
Prudent Man Advisors
Illinois
$215K -$36.6K -959 -16%
CHA
175
Cooper/Haims Advisors
New York
$208K +$191K +5,000 New

SMPL Hedge Fund Activity: Q4 2021 in Review

230 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Simply Good Foods (SMPL) for Q4 2021, worth a combined $3.6B — up 22% from $2.96B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SMPL positions and 14 closed out — a net gain of 26 holders — while 83 added to existing stakes and 78 trimmed.

The largest buyer was Capital World Investors, adding an estimated $14.3M. The largest seller was Scopus Asset Management, cutting an estimated $14.3M.

  • 230 institutional investors held Simply Good Foods (SMPL) as of Q4 2021, up from 206 in Q3 2021.
  • Funds reported $3.6B of Simply Good Foods stock for Q4 2021, up 22% quarter-over-quarter.
  • 40 funds opened new Simply Good Foods positions in Q4 2021 and 14 closed out, a net change of +26 holders.
  • The largest Simply Good Foods buyer in Q4 2021 was Capital World Investors, an estimated $14.3M added.
  • The largest Simply Good Foods seller in Q4 2021 was Scopus Asset Management, an estimated $14.3M sold.

Based on aggregated 13F filings for Q4 2021.