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Simply Good Foods

293 hedge funds and large institutions have $3.31B invested in Simply Good Foods in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 107 increasing their positions, 103 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $8.39M | Put options by funds: $3.97M

50% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 36

5% more funds holding

Funds holding: 278293 (+15)

4% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 103

0.48% more ownership

Funds ownership: 94.49%94.97% (+0.48%)

11% less capital invested

Capital invested by funds: $3.72B → $3.31B (-$410M)

Holders
293
Holders Change
+15
Holders Change %
+5.4%
% of All Funds
3.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
54
Increased
107
Reduced
103
Closed
36
Calls
$8.39M
Puts
$3.97M
Net Calls
+$4.42M
Net Calls Change
-$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
151
CIBC World Markets
New York
$706K +$431K +11,924 +140%
American Century Companies
152
American Century Companies
Missouri
$705K +$3.22K +89 +0.4%
JGC
153
J. Goldman & Co
New York
$702K -$516K -14,268 -41%
PFSRSONJ
154
Police & Firemen's Retirement System of New Jersey
New Jersey
$699K +$26.7K +737 +4%
Arrowstreet Capital
155
Arrowstreet Capital
Massachusetts
$666K +$699K +19,320 New
AQR Capital Management
156
AQR Capital Management
Connecticut
$656K +$22.3K +617 +3%
GT
157
Glenmede Trust
Pennsylvania
$645K -$7.6K -210 -1%
Creative Planning
158
Creative Planning
Kansas
$609K -$393K -10,876 -38%
DWM
159
Diversify Wealth Management
Utah
$593K +$142K +3,912 +31%
AV
160
Alamea Verwaltungs
New Jersey
$589K +$618K +17,072 New
AWAU
161
Alliance Wealth Advisors (Utah)
Utah
$559K +$17.5K +484 +3%
Pictet Asset Management
162
Pictet Asset Management
Switzerland
$547K +$163K +4,514 +40%
QT
163
Quantbot Technologies
New York
$534K +$560K +15,488 New
EMPI
164
Elo Mutual Pension Insurance
Finland
$531K +$557K +15,390 New
Corient Private Wealth
165
Corient Private Wealth
Florida
$511K -$16.5K -456 -3%
Bank of Montreal
166
Bank of Montreal
Ontario, Canada
$508K +$125K +3,466 +31%
NAM
167
Nexpoint Asset Management
Texas
$455K +$52.3K +1,447 +12%
SSA
168
Schonfeld Strategic Advisors
New York
$437K +$458K +12,661 New
P
169
Pitcairn
Pennsylvania
$426K +$687 +19 +0.2%
OAM
170
Oxford Asset Management
United Kingdom
$425K +$445K +12,312 New
FMI
171
F/M Investments
District of Columbia
$405K +$48K +1,326 +13%
JCM
172
Janney Capital Management
Pennsylvania
$404K -$41K -1,133 -9%
Public Employees Retirement Association of Colorado
173
Public Employees Retirement Association of Colorado
Colorado
$387K
LPL Financial
174
LPL Financial
California
$385K +$45.8K +1,267 +13%
BPC
175
Banque Pictet & Cie
Switzerland
$383K +$402K +11,116 New

SMPL Hedge Fund Activity: Q1 2025 in Review

293 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Simply Good Foods (SMPL) for Q1 2025, worth a combined $3.31B — down 11% from $3.72B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SMPL positions and 36 closed out — a net gain of 18 holders — while 107 added to existing stakes and 103 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $65.5M. The largest seller was Capital World Investors, exiting entirely with an estimated $99.6M sold.

  • 293 institutional investors held Simply Good Foods (SMPL) as of Q1 2025, up from 278 in Q4 2024.
  • Funds reported $3.31B of Simply Good Foods stock for Q1 2025, down 11% quarter-over-quarter.
  • 54 funds opened new Simply Good Foods positions in Q1 2025 and 36 closed out, a net change of +18 holders.
  • The largest Simply Good Foods buyer in Q1 2025 was Citadel Advisors, an estimated $65.5M added.
  • The largest Simply Good Foods seller in Q1 2025 was Capital World Investors, an estimated $99.6M sold.

Based on aggregated 13F filings for Q1 2025.