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Simply Good Foods

293 hedge funds and large institutions have $3.31B invested in Simply Good Foods in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 107 increasing their positions, 103 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $8.39M | Put options by funds: $3.97M

50% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 36

5% more funds holding

Funds holding: 278293 (+15)

4% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 103

0.48% more ownership

Funds ownership: 94.49%94.97% (+0.48%)

11% less capital invested

Capital invested by funds: $3.72B → $3.31B (-$410M)

Holders
293
Holders Change
+15
Holders Change %
+5.4%
% of All Funds
3.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
54
Increased
107
Reduced
103
Closed
36
Calls
$8.39M
Puts
$3.97M
Net Calls
+$4.42M
Net Calls Change
-$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
201
Lido Advisors
California
$222K +$651 +18 +0.3%
MNBTD
202
Moody National Bank Trust Division
Texas
$221K -$22.8K -630 -9%
CIBC Asset Management
203
CIBC Asset Management
Ontario, Canada
$218K -$2.28K -63 -1%
PA
204
PharVision Advisers
Florida
$218K +$35.7K +987 +19%
KeyBank National Association
205
KeyBank National Association
Ohio
$214K +$14.9K +413 +7%
Cetera Investment Advisers
206
Cetera Investment Advisers
Illinois
$211K +$20.1K +555 +10%
Mackenzie Financial
207
Mackenzie Financial
Ontario, Canada
$202K
DAS
208
Diversify Advisory Services
Utah
$201K +$203K +5,608 New
Northwestern Mutual Wealth Management
209
Northwestern Mutual Wealth Management
Wisconsin
$192K -$398 -11 -0.2%
BTI
210
Blue Trust Inc
Georgia
$190K -$2.17K -60 -1%
TPCW
211
TD Private Client Wealth
New York
$184K -$6.87K -190 -3%
US Bancorp
212
US Bancorp
Minnesota
$181K -$2.24K -62 -1%
PNC Financial Services Group
213
PNC Financial Services Group
Pennsylvania
$179K -$11K -304 -6%
BC
214
Bayforest Capital
United Kingdom
$159K +$20.2K +557 +14%
SAM
215
Shell Asset Management
Netherlands
$149K -$6.73K -186 -4%
C
216
Covestor
United Kingdom
$144K -$25K -690 -14%
KBC Group
217
KBC Group
Belgium
$136K +$3.58K +99 +3%
Nisa Investment Advisors
218
Nisa Investment Advisors
Missouri
$131K +$27.3K +754 +25%
ACM
219
Aster Capital Management
United Arab Emirates
$119K +$110K +3,049 +2,989%
SO
220
STRS Ohio
Ohio
$114K -$18.1K -500 -13%
BCV
221
Banque Cantonale Vaudoise
Switzerland
$105K +$110K +3,032 New
Russell Investments Group
222
Russell Investments Group
United Kingdom
$104K +$104K +2,878 +2,056%
PFBT
223
Parkside Financial Bank & Trust
Missouri
$74.5K -$25.4K -702 -25%
TRCT
224
Tower Research Capital (TRC)
New York
$73.9K +$41.7K +1,152 +116%
QL
225
Quarry LP
New York
$69.3K +$27.2K +751 +60%

SMPL Hedge Fund Activity: Q1 2025 in Review

293 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Simply Good Foods (SMPL) for Q1 2025, worth a combined $3.31B — down 11% from $3.72B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SMPL positions and 36 closed out — a net gain of 18 holders — while 107 added to existing stakes and 103 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $65.5M. The largest seller was Capital World Investors, exiting entirely with an estimated $99.6M sold.

  • 293 institutional investors held Simply Good Foods (SMPL) as of Q1 2025, up from 278 in Q4 2024.
  • Funds reported $3.31B of Simply Good Foods stock for Q1 2025, down 11% quarter-over-quarter.
  • 54 funds opened new Simply Good Foods positions in Q1 2025 and 36 closed out, a net change of +18 holders.
  • The largest Simply Good Foods buyer in Q1 2025 was Citadel Advisors, an estimated $65.5M added.
  • The largest Simply Good Foods seller in Q1 2025 was Capital World Investors, an estimated $99.6M sold.

Based on aggregated 13F filings for Q1 2025.