Simply Good Foods
SMPL
246 hedge funds and large institutions have $3.24B invested in Simply Good Foods in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 97 increasing their positions, 79 reducing their positions, and 32 closing their positions.
23% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 79
16% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 32
2% more funds holding
Funds holding: 241 → 246 (+5)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
2.09% less ownership
Funds ownership: 91.07% → 88.98% (-2.1%)
10% less capital invested
Capital invested by funds: $3.61B → $3.24B (-$368M)
87% less call options, than puts
Call options by funds: $1.98M | Put options by funds: $15M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$42.5M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$25.5M |
| 3 |
SAM
Silvercrest Asset Management
New York
|
+$11.6M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$11.1M |
| 5 |
Man Group
London,
United Kingdom
|
+$6.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$69.4M |
| 2 |
WP
Woodline Partners
San Francisco,
California
|
-$26M |
| 3 |
BlackRock
New York
|
-$21M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$19.8M |
| 5 |
SAM
Scopus Asset Management
New York
|
-$17.5M |
SMPL Hedge Fund Activity: Q2 2023 in Review
246 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Simply Good Foods (SMPL) for Q2 2023, worth a combined $3.24B — down 10% from $3.61B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new SMPL positions and 32 closed out — a net gain of 5 holders — while 97 added to existing stakes and 79 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $42.5M. The largest seller was Wellington Management Group, exiting entirely with an estimated $69.4M sold.
- 246 institutional investors held Simply Good Foods (SMPL) as of Q2 2023, up from 241 in Q1 2023.
- Funds reported $3.24B of Simply Good Foods stock for Q2 2023, down 10% quarter-over-quarter.
- 37 funds opened new Simply Good Foods positions in Q2 2023 and 32 closed out, a net change of +5 holders.
- The largest Simply Good Foods buyer in Q2 2023 was Fidelity Investments, an estimated $42.5M added.
- The largest Simply Good Foods seller in Q2 2023 was Wellington Management Group, an estimated $69.4M sold.
Based on aggregated 13F filings for Q2 2023.