We are live on ! Find out more
SMPL icon

Simply Good Foods

235 hedge funds and large institutions have $3.32B invested in Simply Good Foods in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 87 increasing their positions, 86 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

785% more call options, than puts

Call options by funds: $2.28M | Put options by funds: $258K

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

2% more funds holding

Funds holding: 230235 (+5)

1% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 86

0.38% more ownership

Funds ownership: 90.47%90.85% (+0.38%)

8% less capital invested

Capital invested by funds: $3.6B → $3.32B (-$290M)

Holders
235
Holders Change
+5
Holders Change %
+2.17%
% of All Funds
3.71%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
31
Increased
87
Reduced
86
Closed
23
Calls
$2.28M
Puts
$258K
Net Calls
+$2.03M
Net Calls Change
-$1.18M
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
201
Russell Investments Group
United Kingdom
$22K -$9.29K -249 -30%
CTC
202
Central Trust Company
Missouri
$19K +$1.08K +29 +6%
UB
203
UMB Bank
Missouri
$17K
SOW
204
State of Wyoming
Wyoming
$17K +$16.5K +442 New
US Bancorp
205
US Bancorp
Minnesota
$16K -$1.19K -32 -7%
S
206
SignatureFD
Georgia
$16K +$6.42K +172 +69%
MCM
207
Manchester Capital Management
Vermont
$15K -$10.8K -290 -42%
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$14K +$14.2K +380 New
PCM
209
Penserra Capital Management
California
$12K -$2.47M -66,283 -100%
FMII
210
Farmers & Merchants Investments Inc
Nebraska
$12K
VCM
211
Versant Capital Management
Arizona
$10K -$8.21K -220 -46%
TWA
212
TCI Wealth Advisors
Arizona
$9K
FHA
213
First Horizon Advisors
Tennessee
$8K -$6.98K -187 -45%
WTA
214
Washington Trust Advisors
Massachusetts
$8K -$2.54K -68 -24%
PFBT
215
Parkside Financial Bank & Trust
Missouri
$8K
Fifth Third Bancorp
216
Fifth Third Bancorp
Ohio
$8K +$448 +12 +6%
ZB
217
Zions Bancorporation
Utah
$7K +$6.75K +181 New
Rockefeller Capital Management
218
Rockefeller Capital Management
New York
$6K -$3.92K -105 -37%
QCG
219
Quadrant Capital Group
Ohio
$5K +$5.19K +139 New
FPS
220
Fieldpoint Private Securities
Connecticut
$4K
BAM
221
Bellevue Asset Management
Washington
$3K -$1.9K -51 -38%
BA
222
Bellwether Advisors
Nebraska
$3K
GRP
223
Global Retirement Partners
California
$3K +$2.61K +70 New
HWMA
224
Heritage Wealth Management (Arizona)
Arizona
$3K +$2.8K +75 New
ACM
225
AUA Capital Management
Pennsylvania
$2K

SMPL Hedge Fund Activity: Q1 2022 in Review

235 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Simply Good Foods (SMPL) for Q1 2022, worth a combined $3.32B — down 8% from $3.6B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SMPL positions and 23 closed out — a net gain of 8 holders — while 87 added to existing stakes and 86 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $43.3M. The largest seller was Champlain Investment Partners, cutting an estimated $30.7M.

  • 235 institutional investors held Simply Good Foods (SMPL) as of Q1 2022, up from 230 in Q4 2021.
  • Funds reported $3.32B of Simply Good Foods stock for Q1 2022, down 8% quarter-over-quarter.
  • 31 funds opened new Simply Good Foods positions in Q1 2022 and 23 closed out, a net change of +8 holders.
  • The largest Simply Good Foods buyer in Q1 2022 was Victory Capital Management, an estimated $43.3M added.
  • The largest Simply Good Foods seller in Q1 2022 was Champlain Investment Partners, an estimated $30.7M sold.

Based on aggregated 13F filings for Q1 2022.