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Simply Good Foods

273 hedge funds and large institutions have $3.22B invested in Simply Good Foods in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 93 increasing their positions, 110 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more call options, than puts

Call options by funds: $20.1M | Put options by funds: $7.7M

7% more capital invested

Capital invested by funds: $3B → $3.22B (+$220M)

0.82% more ownership

Funds ownership: 88.21%89.03% (+0.82%)

6% less funds holding

Funds holding: 290273 (-17)

15% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 110

21% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 53

Holders
273
Holders Change
-17
Holders Change %
-5.86%
% of All Funds
3.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
42
Increased
93
Reduced
110
Closed
53
Calls
$20.1M
Puts
$7.7M
Net Calls
+$12.4M
Net Calls Change
+$9.62M
Name Holding Trade Value Shares
Change
Change in
Stake
Pictet Asset Management
176
Pictet Asset Management
Switzerland
$398K
O
177
Ossiam
France
$376K -$127K -3,564 -25%
HSBC Holdings
178
HSBC Holdings
United Kingdom
$368K -$1.3M -36,318 -78%
CG
179
Cynosure Group
Utah
$367K +$32.1K +897 +10%
Bank of Montreal
180
Bank of Montreal
Ontario, Canada
$366K -$3.32K -93 -0.9%
Mariner
181
Mariner
Kansas
$366K +$123K +3,445 +52%
YMRC
182
Yorktown Management & Research Company
Virginia
$354K
NAM
183
NorthCrest Asset Manangement
Minnesota
$336K +$41.9K +1,172 +14%
I
184
InceptionR
California
$331K -$314K -8,792 -49%
FB
185
Fulton Bank
Pennsylvania
$329K +$30K +840 +10%
AIP
186
Ameritas Investment Partners
Nebraska
$328K
LPL Financial
187
LPL Financial
California
$311K +$30.1K +842 +11%
US Bancorp
188
US Bancorp
Minnesota
$311K -$222K -6,211 -42%
PCM
189
Prelude Capital Management
New York
$303K -$1.23M -34,359 -80%
Osaic Holdings
190
Osaic Holdings
Arizona
$302K +$66.9K +1,871 +29%
TCM
191
Teza Capital Management
Illinois
$262K -$117K -3,261 -31%
DFCM
192
Dark Forest Capital Management
Puerto Rico
$256K +$254K +7,094 New
MNBTD
193
Moody National Bank Trust Division
Texas
$249K
DWM
194
Diversify Wealth Management
Utah
$243K +$270K +7,549 New
IIM
195
INTECH Investment Management
Florida
$241K +$238K +6,670 New
CGH
196
Crossmark Global Holdings
Texas
$240K -$750 -21 -0.3%
SO
197
STRS Ohio
Ohio
$235K -$3.1M -86,700 -93%
IB
198
Intrust Bank
Kansas
$232K -$57K -1,596 -20%
MF
199
Magnetar Financial
Illinois
$225K +$222K +6,214 New
SFA
200
Sequoia Financial Advisors
Ohio
$224K +$222K +6,211 New

SMPL Hedge Fund Activity: Q2 2024 in Review

273 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Simply Good Foods (SMPL) for Q2 2024, worth a combined $3.22B — up 7.3% from $3B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of SMPL and 42 opened new positions — a net loss of 11 holders — while 110 trimmed existing stakes and 93 added.

The largest buyer was Wellington Management Group, adding an estimated $69M. The largest seller was Capital World Investors, cutting an estimated $58.2M.

  • 273 institutional investors held Simply Good Foods (SMPL) as of Q2 2024, down from 290 in Q1 2024.
  • Funds reported $3.22B of Simply Good Foods stock for Q2 2024, up 7.3% quarter-over-quarter.
  • 42 funds opened new Simply Good Foods positions in Q2 2024 and 53 closed out, a net change of -11 holders.
  • The largest Simply Good Foods buyer in Q2 2024 was Wellington Management Group, an estimated $69M added.
  • The largest Simply Good Foods seller in Q2 2024 was Capital World Investors, an estimated $58.2M sold.

Based on aggregated 13F filings for Q2 2024.