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Simply Good Foods
SMPL

Overview Fund Activity

276 hedge funds and large institutions have $3.72B invested in Simply Good Foods in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 107 increasing their positions, 91 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+7
Holders Change %
+2.6%
% of All Funds
3.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
49
Increased
107
Reduced
91
Closed
38
Calls
$8.35M
Puts
$2M
Net Calls
+$6.35M
Net Calls Change
+$6.13M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$173M
2
BTW
Boston Trust Walden
Massachusetts
+$28.2M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$26.3M
4
Boston Partners
Boston Partners
Massachusetts
+$24.7M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$17.4M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$66.8M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$25.1M
3
CIP
Champlain Investment Partners
Vermont
-$24.8M
4
WP
Woodline Partners
California
-$12.7M
5
WAM
Weiss Asset Management
Massachusetts
-$12.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
201
PNC Financial Services Group
Pennsylvania
$214K +$2.11K +54 +1%
BCI
202
Brinker Capital Investments
Pennsylvania
$212K +$212K +5,430 New
OPS
203
Orion Portfolio Solutions
Nebraska
$212K +$212K +5,430 New
PA
204
PharVision Advisers
Florida
$208K +$208K +5,327 New
US Bancorp
205
US Bancorp
Minnesota
$207K -$123K -3,155 -37%
Wealth Enhancement Advisory Services
206
Wealth Enhancement Advisory Services
Minnesota
$206K +$206K +5,273 New
IB
207
Intrust Bank
Kansas
$205K -$29.4K -755 -13%
C
208
Covestor
United Kingdom
$190K +$59.1K +1,515 +45%
SAM
209
Shell Asset Management
Netherlands
$175K – – –
BC
210
Bayforest Capital
United Kingdom
$158K +$158K +4,042 New
KBC Group
211
KBC Group
Belgium
$150K +$29.7K +760 +25%
SO
212
STRS Ohio
Ohio
$148K +$54.6K +1,400 +58%
Lazard Asset Management
213
Lazard Asset Management
New York
$144K +$4.36K +112 +3%
Pacer Advisors
214
Pacer Advisors
Pennsylvania
$134K +$38K +976 +39%
Nisa Investment Advisors
215
Nisa Investment Advisors
Missouri
$119K -$9.39K -241 -7%
ECG
216
Edge Capital Group
Georgia
$119K +$119K +11,951 New
PFBT
217
Parkside Financial Bank & Trust
Missouri
$112K +$60.6K +1,555 +119%
QCG
218
Quadrant Capital Group
Ohio
$98.1K +$11.7K +300 +14%
GI
219
GAMMA Investing
California
$68.5K +$46.8K +1,201 +216%
Canada Pension Plan Investment Board
220
Canada Pension Plan Investment Board
Ontario, Canada
$66.3K -$105K -2,700 -61%
SAM
221
Smartleaf Asset Management
Massachusetts
$66.2K +$47.6K +1,229 +256%
QL
222
Quarry LP
New York
$49K -$3.86K -99 -7%
LC
223
Lindbrook Capital
California
$47.1K -$2.81K -72 -6%
Simplex Trading
224
Simplex Trading
Illinois
$47K -$130K -3,359 -74%
SIC
225
Salem Investment Counselors
North Carolina
$40.9K – – –
7 8
9
10 11