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Simply Good Foods

290 hedge funds and large institutions have $3B invested in Simply Good Foods in 2024 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 115 increasing their positions, 91 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1.62% less ownership

Funds ownership: 89.83%88.21% (-1.6%)

16% less capital invested

Capital invested by funds: $3.55B → $3B (-$554M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
290
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.3M
Puts
$7.49M
Net Calls
Net Calls Change

Top Buyers

1 +$31.5M
2 +$30.5M
3 +$30.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$17.3M
5
BlackRock
BlackRock
New York
+$16.8M

Top Sellers

1 -$73.1M
2 -$36.7M
3 -$32M
4
Brown Advisory
Brown Advisory
Maryland
-$31.9M
5
SAM
Silvercrest Asset Management
New York
-$27.9M
Name Holding Trade Value Shares
Change
Change in
Stake
201
$286K
202
$281K
203
$278K
204
$277K
205
$273K
206
$271K
207
$269K
208
$265K
209
$262K
210
$260K
211
$258K
212
$256K
213
$243K
214
$234K
215
$232K
216
$228K
217
$227K
218
$227K
219
$224K
220
$220K
221
$218K
222
$211K
223
$207K
224
$206K
225
$206K