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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
LPL Financial
176
LPL Financial
California
$207K +$190K +4,972 New
American Century Companies
177
American Century Companies
Missouri
$203K +$187K +4,886 New
MAM
178
Meeder Asset Management
Ohio
$191K +$175K +4,582 +26,953%
DekaBank Deutsche Girozentrale
179
DekaBank Deutsche Girozentrale
Germany
$187K
FF
180
FourThought Financial
Florida
$178K -$9.31K -244 -5%
Nisa Investment Advisors
181
Nisa Investment Advisors
Missouri
$161K +$6.11K +160 +4%
LC
182
Lindbrook Capital
California
$145K +$131K +3,425 +5,037%
APA
183
American Portfolios Advisors
New York
$141K +$36K +943 +38%
LSA
184
Leonteq Securities AG
Switzerland
$133K +$15.6K +409 +15%
BG
185
Bollard Group
Massachusetts
$132K
Macquarie Group
186
Macquarie Group
Australia
$93K
Northwestern Mutual Wealth Management
187
Northwestern Mutual Wealth Management
Wisconsin
$90K -$11.9K -313 -13%
PCG
188
Private Capital Group
Connecticut
$75K
Lazard Asset Management
189
Lazard Asset Management
New York
$69K -$1.03M -27,068 -94%
TRCT
190
Tower Research Capital (TRC)
New York
$69K -$123K -3,217 -66%
EVM
191
Eaton Vance Management
Massachusetts
$69K +$8.78K +230 +16%
Simplex Trading
192
Simplex Trading
Illinois
$62K -$48.4K -1,267 -46%
SWA
193
Sutton Wealth Advisors
Florida
$51.8K +$725 +19 +2%
Credit Agricole
194
Credit Agricole
France
$36K
CAPTRUST Financial Advisors
195
CAPTRUST Financial Advisors
North Carolina
$35K +$9.93K +260 +45%
Russell Investments Group
196
Russell Investments Group
United Kingdom
$34K -$13.7K -359 -30%
SWM
197
Selective Wealth Management
Virginia
$33K +$30.5K +800 New
HNB
198
Huntington National Bank
Ohio
$29K +$38 +1 +0.1%
EWA
199
EverSource Wealth Advisors
Alabama
$29K +$27K +707 New
MCM
200
Manchester Capital Management
Vermont
$28K -$534 -14 -2%

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.