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Simply Good Foods

273 hedge funds and large institutions have $3.22B invested in Simply Good Foods in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 93 increasing their positions, 110 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more call options, than puts

Call options by funds: $20.1M | Put options by funds: $7.7M

7% more capital invested

Capital invested by funds: $3B → $3.22B (+$220M)

0.82% more ownership

Funds ownership: 88.21%89.03% (+0.82%)

6% less funds holding

Funds holding: 290273 (-17)

15% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 110

21% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 53

Holders
273
Holders Change
-17
Holders Change %
-5.86%
% of All Funds
3.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
42
Increased
93
Reduced
110
Closed
53
Calls
$20.1M
Puts
$7.7M
Net Calls
+$12.4M
Net Calls Change
+$9.62M
Name Holding Trade Value Shares
Change
Change in
Stake
VA
201
Vident Advisory
Georgia
$224K +$221K +6,187 New
Walleye Trading
202
Walleye Trading
New York
$222K +$219K +6,136 New
PNC Financial Services Group
203
PNC Financial Services Group
Pennsylvania
$211K -$19.8K -553 -9%
X
204
Xponance
Pennsylvania
$208K +$206K +5,756 New
Mackenzie Financial
205
Mackenzie Financial
Ontario, Canada
$201K +$199K +5,570 New
Credit Agricole
206
Credit Agricole
France
$173K +$171K +4,780 New
Nisa Investment Advisors
207
Nisa Investment Advisors
Missouri
$171K +$2.65K +74 +2%
Canada Pension Plan Investment Board
208
Canada Pension Plan Investment Board
Ontario, Canada
$159K +$157K +4,400 New
QT
209
Quantbot Technologies
New York
$159K -$2.99M -83,588 -95%
QCG
210
Quadrant Capital Group
Ohio
$131K +$11.3K +315 +10%
C
211
Covestor
United Kingdom
$122K -$18.7K -523 -13%
HT
212
Headlands Technologies
Illinois
$118K -$21.3K -596 -15%
BCV
213
Banque Cantonale Vaudoise
Switzerland
$110K
TPCW
214
TD Private Client Wealth
New York
$97.1K
KBC Group
215
KBC Group
Belgium
$84K
FIA
216
FNY Investment Advisers
New York
$72K +$71.5K +2,000 New
IC
217
Innealta Capital
Texas
$71.1K +$70.3K +1,968 New
LSA
218
Leonteq Securities AG
Switzerland
$64.3K -$73.8K -2,066 -54%
Pacer Advisors
219
Pacer Advisors
Pennsylvania
$60.2K +$7.68K +215 +15%
EWA
220
EverSource Wealth Advisors
Alabama
$59.9K +$44.3K +1,241 +236%
Northwestern Mutual Wealth Management
221
Northwestern Mutual Wealth Management
Wisconsin
$56.4K
LC
222
Lindbrook Capital
California
$50.8K +$3.25K +91 +7%
PFBT
223
Parkside Financial Bank & Trust
Missouri
$43K +$1.32K +37 +3%
SOW
224
State of Wyoming
Wyoming
$39.5K -$40.1K -1,123 -51%
SIC
225
Salem Investment Counselors
North Carolina
$37.9K -$33.1K -925 -47%

SMPL Hedge Fund Activity: Q2 2024 in Review

273 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Simply Good Foods (SMPL) for Q2 2024, worth a combined $3.22B — up 7.3% from $3B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of SMPL and 42 opened new positions — a net loss of 11 holders — while 110 trimmed existing stakes and 93 added.

The largest buyer was Wellington Management Group, adding an estimated $69M. The largest seller was Capital World Investors, cutting an estimated $58.2M.

  • 273 institutional investors held Simply Good Foods (SMPL) as of Q2 2024, down from 290 in Q1 2024.
  • Funds reported $3.22B of Simply Good Foods stock for Q2 2024, up 7.3% quarter-over-quarter.
  • 42 funds opened new Simply Good Foods positions in Q2 2024 and 53 closed out, a net change of -11 holders.
  • The largest Simply Good Foods buyer in Q2 2024 was Wellington Management Group, an estimated $69M added.
  • The largest Simply Good Foods seller in Q2 2024 was Capital World Investors, an estimated $58.2M sold.

Based on aggregated 13F filings for Q2 2024.