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Simply Good Foods
SMPL

Overview Fund Activity

287 hedge funds and large institutions have $2.99B invested in Simply Good Foods in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 114 increasing their positions, 91 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
+21
Holders Change %
+7.89%
% of All Funds
4.16%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
58
Increased
114
Reduced
91
Closed
35
Calls
$10.3M
Puts
$7.49M
Net Calls
+$2.81M
Net Calls Change
-$27.5M

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
+$29.1M
2
Millennium Management
Millennium Management
New York
+$28.2M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$27.9M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$16M
5
BlackRock
BlackRock
New York
+$15.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$67.5M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$33.9M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$29.5M
4
Brown Advisory
Brown Advisory
Maryland
-$29.4M
5
SAM
Silvercrest Asset Management
New York
-$25.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWAU
176
Alliance Wealth Advisors (Utah)
Utah
$437K +$55.4K +1,628 +15%
P
177
Pitcairn
Pennsylvania
$428K +$5.82K +171 +1%
Creative Planning
178
Creative Planning
Kansas
$404K -$26.3K -773 -6%
SAG
179
SageView Advisory Group
California
$398K +$398K +5,162 New
Pictet Asset Management
180
Pictet Asset Management
Switzerland
$375K – – –
MML Investors Services
181
MML Investors Services
Massachusetts
$373K -$8.26K -243 -2%
AQR Capital Management
182
AQR Capital Management
Connecticut
$368K +$175K +5,141 +90%
TCM
183
Teza Capital Management
Illinois
$358K +$358K +10,520 New
BCI
184
Brinker Capital Investments
Pennsylvania
$358K +$19.3K +567 +6%
OPS
185
Orion Portfolio Solutions
Nebraska
$358K +$19.3K +567 +6%
Walleye Capital
186
Walleye Capital
New York
$357K -$1.84M -54,052 -84%
GF
187
Gabelli Funds
New York
$340K – – –
Bank of Montreal
188
Bank of Montreal
Ontario, Canada
$339K +$3.58K +105 +1%
YMRC
189
Yorktown Management & Research Company
Virginia
$333K – – –
OQS
190
Occudo Quantitative Strategies
Florida
$322K +$322K +9,456 New
Susquehanna International Group
191
Susquehanna International Group
Pennsylvania
$317K -$1.21M -35,593 -79%
PTC
192
Petrus Trust Company
Texas
$316K +$316K +9,295 New
CG
193
Cynosure Group
Utah
$315K +$315K +9,262 New
DM
194
Deerfield Management
New York
$311K -$2.08K -61 -0.7%
CCIA
195
Campbell & Co Investment Adviser
Maryland
$311K +$311K +9,133 New
AIP
196
Ameritas Investment Partners
Nebraska
$309K -$11.4K -335 -4%
MC
197
Maverick Capital
Texas
$295K +$31.9K +937 +12%
Two Sigma Investments
198
Two Sigma Investments
New York
$289K +$289K +8,503 New
PAS
199
Point72 Asia (Singapore)
Singapore
$289K +$289K +8,478 New
DAS
200
Diversify Advisory Services
Utah
$286K +$286K +8,386 New
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8
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