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Simply Good Foods
SMPL

Overview Fund Activity

276 hedge funds and large institutions have $3.72B invested in Simply Good Foods in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 107 increasing their positions, 91 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+7
Holders Change %
+2.6%
% of All Funds
3.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
49
Increased
107
Reduced
91
Closed
38
Calls
$8.35M
Puts
$2M
Net Calls
+$6.35M
Net Calls Change
+$6.13M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$173M
2
BTW
Boston Trust Walden
Massachusetts
+$28.2M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$26.3M
4
Boston Partners
Boston Partners
Massachusetts
+$24.7M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$17.4M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$66.8M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$25.1M
3
CIP
Champlain Investment Partners
Vermont
-$24.8M
4
WP
Woodline Partners
California
-$12.7M
5
WAM
Weiss Asset Management
Massachusetts
-$12.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
151
Corient Private Wealth
Florida
$596K -$1.33K -34 -0.2%
A
152
AlphaQuest
New York
$594K -$1.01M -26,029 -63%
CCIA
153
Campbell & Co Investment Adviser
Maryland
$532K +$532K +13,639 New
HighTower Advisors
154
HighTower Advisors
Illinois
$528K +$1.36K +35 +0.3%
JCM
155
Janney Capital Management
Pennsylvania
$501K +$819 +21 +0.2%
P
156
Pitcairn
Pennsylvania
$480K +$24K +615 +5%
GAM
157
Gotham Asset Management
New York
$467K -$1.65M -42,428 -78%
NAM
158
Nexpoint Asset Management
Texas
$458K +$153K +3,920 +50%
Pictet Asset Management
159
Pictet Asset Management
Switzerland
$442K +$12.6K +324 +3%
FRM
160
Fox Run Management
Connecticut
$439K +$439K +11,275 New
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$439K +$52.6K +1,349 +14%
Public Employees Retirement Association of Colorado
162
Public Employees Retirement Association of Colorado
Colorado
$437K -$45K -1,156 -9%
DWM
163
Diversify Wealth Management
Utah
$435K +$134K +3,911 +45%
FB
164
Fulton Bank
Pennsylvania
$416K +$44.7K +1,146 +12%
HSBC Holdings
165
HSBC Holdings
United Kingdom
$413K -$1.15M -29,476 -74%
FMI
166
F/M Investments
District of Columbia
$406K -$159K -4,072 -28%
IFU
167
iSAM Funds (UK)
United Kingdom
$391K +$105K +2,693 +37%
RWM
168
Rench Wealth Management
Texas
$390K +$390K +10,000 New
LPL Financial
169
LPL Financial
California
$386K +$12.3K +315 +3%
AIP
170
Ameritas Investment Partners
Nebraska
$372K +$18.7K +480 +5%
GC
171
Guggenheim Capital
Illinois
$365K -$118K -3,040 -24%
NAM
172
NorthCrest Asset Manangement
Minnesota
$345K -$4.87K -125 -1%
State of Wisconsin Investment Board
173
State of Wisconsin Investment Board
Wisconsin
$344K -$2.28M -58,532 -87%
CWM
174
CIBC World Markets
New York
$333K +$333K +8,542 New
Osaic Holdings
175
Osaic Holdings
Arizona
$333K -$43.6K -1,119 -12%
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