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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 %
ACM
176
Aquatic Capital Management
Illinois
$328K -$1.55M -39,697 -83%
SA
177
Sanctuary Advisors
Indiana
$318K +$318K +8,307 New
TSS
178
Two Sigma Securities
New York
$312K +$312K +7,993 New
EWA
179
EP Wealth Advisors
California
$297K +$32.6K +837 +12%
Mariner
180
Mariner
Kansas
$288K +$288K +7,384 New
CG
181
Cynosure Group
Utah
$282K -$134K -3,427 -32%
MNBTD
182
Moody National Bank Trust Division
Texas
$275K -$35.1K -900 -11%
CAPTRUST Financial Advisors
183
CAPTRUST Financial Advisors
North Carolina
$272K +$6.16K +158 +2%
X
184
Xponance
Pennsylvania
$270K +$36.2K +928 +15%
ECM
185
Evergreen Capital Management
Washington
$264K +$264K +6,771 New
SRL
186
Scientech Research LLC
New Jersey
$261K +$261K +6,700 New
CGH
187
Crossmark Global Holdings
Texas
$259K -$585 -15 -0.2%
Lido Advisors
188
Lido Advisors
California
$251K +$251K +6,429 New
XT
189
XTX Topco
Cayman Islands
$250K +$250K +6,401 New
CIBC Asset Management
190
CIBC Asset Management
Ontario, Canada
$249K +$249K +6,379 New
1832 Asset Management
191
1832 Asset Management
Ontario, Canada
$246K +$13.6K +349 +6%
SFA
192
Sequoia Financial Advisors
Ohio
$243K +$585 +15 +0.2%
NL
193
NKCFO LLC
Illinois
$234K +$234K +6,000 New
CC
194
Corton Capital
Ontario, Canada
$230K +$230K +5,891 New
Mackenzie Financial
195
Mackenzie Financial
Ontario, Canada
$229K – – –
KeyBank National Association
196
KeyBank National Association
Ohio
$226K -$624 -16 -0.3%
Northwestern Mutual Wealth Management
197
Northwestern Mutual Wealth Management
Wisconsin
$217K +$156K +4,009 +257%
Cetera Investment Advisers
198
Cetera Investment Advisers
Illinois
$217K +$217K +5,569 New
BTI
199
Blue Trust Inc
Georgia
$217K +$65.1K +1,671 +43%
TPCW
200
TD Private Client Wealth
New York
$215K +$36.5K +937 +20%
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