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Simply Good Foods

238 hedge funds and large institutions have $3.32B invested in Simply Good Foods in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 101 increasing their positions, 75 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 75

33% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 24

1% more funds holding

Funds holding: 235238 (+3)

0% more capital invested

Capital invested by funds: $3.32B → $3.32B (+$4.35M)

3.48% less ownership

Funds ownership: 90.85%87.36% (-3.5%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

27% less call options, than puts

Call options by funds: $3.52M | Put options by funds: $4.84M

Holders
238
Holders Change
+3
Holders Change %
+1.28%
% of All Funds
4.01%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
32
Increased
101
Reduced
75
Closed
24
Calls
$3.52M
Puts
$4.84M
Net Calls
-$1.32M
Net Calls Change
-$3.34M
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
201
Concourse Financial Group Securities
Alabama
$24K -$3.53K -89 -12%
HNB
202
Huntington National Bank
Ohio
$21K -$6.02K -152 -21%
CTC
203
Central Trust Company
Missouri
$19K
US Bancorp
204
US Bancorp
Minnesota
$19K +$3.53K +89 +21%
SWM
205
Spire Wealth Management
Virginia
$19K +$19.8K +500 New
S
206
SignatureFD
Georgia
$18K +$1.66K +42 +10%
Carson Wealth (CWM LLC)
207
Carson Wealth (CWM LLC)
Nebraska
$18K +$4K +101 +27%
EWA
208
EverSource Wealth Advisors
Alabama
$17K -$11K -278 -39%
UB
209
UMB Bank
Missouri
$17K
MCM
210
Manchester Capital Management
Vermont
$16K +$1.07K +27 +7%
QCG
211
Quadrant Capital Group
Ohio
$15K +$10.4K +262 +188%
PCM
212
Penserra Capital Management
California
$11K -$792 -20 -6%
FMII
213
Farmers & Merchants Investments Inc
Nebraska
$10K -$2.34K -59 -19%
VCM
214
Versant Capital Management
Arizona
$10K
FHA
215
First Horizon Advisors
Tennessee
$10K +$3.13K +79 +35%
TWA
216
TCI Wealth Advisors
Arizona
$9K +$317 +8 +3%
BTI
217
Blue Trust Inc
Georgia
$9K +$8.95K +226 New
PFBT
218
Parkside Financial Bank & Trust
Missouri
$8K
WTA
219
Washington Trust Advisors
Massachusetts
$8K
Fifth Third Bancorp
220
Fifth Third Bancorp
Ohio
$7K
ZB
221
Zions Bancorporation
Utah
$5K -$1.9K -48 -27%
MPWT
222
MassMutual Private Wealth & Trust
Connecticut
$4K +$3.72K +94 New
RF
223
Robbins Farley
New Hampshire
$4K +$3.96K +100 New
Russell Investments Group
224
Russell Investments Group
United Kingdom
$3K -$19.4K -490 -83%
BAM
225
Bellevue Asset Management
Washington
$3K

SMPL Hedge Fund Activity: Q2 2022 in Review

238 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Simply Good Foods (SMPL) for Q2 2022, worth a combined $3.32B — up 0.13% from $3.32B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SMPL positions and 24 closed out — a net gain of 8 holders — while 101 added to existing stakes and 75 trimmed.

The largest buyer was Invesco, adding an estimated $81M. The largest seller was Champlain Investment Partners, cutting an estimated $70.5M.

  • 238 institutional investors held Simply Good Foods (SMPL) as of Q2 2022, up from 235 in Q1 2022.
  • Funds reported $3.32B of Simply Good Foods stock for Q2 2022, up 0.13% quarter-over-quarter.
  • 32 funds opened new Simply Good Foods positions in Q2 2022 and 24 closed out, a net change of +8 holders.
  • The largest Simply Good Foods buyer in Q2 2022 was Invesco, an estimated $81M added.
  • The largest Simply Good Foods seller in Q2 2022 was Champlain Investment Partners, an estimated $70.5M sold.

Based on aggregated 13F filings for Q2 2022.