Simply Good Foods
SMPL
84 hedge funds and large institutions have $841M invested in Simply Good Foods in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 29 increasing their positions, 13 reducing their positions, and 8 closing their positions.
313% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 8
123% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 13
42% more funds holding
Funds holding: 59 → 84 (+25)
12.54% more ownership
Funds ownership: 74.29% → 86.83% (+13%)
13% more capital invested
Capital invested by funds: $748M → $841M (+$93.5M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
+$52.1M |
| 2 |
Millennium Management
New York
|
+$14.8M |
| 3 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$13.4M |
| 4 |
AAM
AMI Asset Management
Los Angeles,
California
|
+$9.74M |
| 5 |
BlackRock
New York
|
+$8.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$13.2M |
| 2 |
UOC
UBS O'Connor
Chicago,
Illinois
|
-$7.37M |
| 3 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$6.27M |
| 4 |
Lazard Asset Management
New York
|
-$3.85M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$2.67M |
SMPL Hedge Fund Activity: Q1 2018 in Review
84 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Simply Good Foods (SMPL) for Q1 2018, worth a combined $841M — up 13% from $748M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new SMPL positions and 8 closed out — a net gain of 25 holders — while 29 added to existing stakes and 13 trimmed.
The largest buyer was Janus Henderson Group, opening a new position worth an estimated $52.1M. The largest seller was Goldman Sachs, cutting an estimated $13.2M.
- 84 institutional investors held Simply Good Foods (SMPL) as of Q1 2018, up from 59 in Q4 2017.
- Funds reported $841M of Simply Good Foods stock for Q1 2018, up 13% quarter-over-quarter.
- 33 funds opened new Simply Good Foods positions in Q1 2018 and 8 closed out, a net change of +25 holders.
- The largest Simply Good Foods buyer in Q1 2018 was Janus Henderson Group, an estimated $52.1M added.
- The largest Simply Good Foods seller in Q1 2018 was Goldman Sachs, an estimated $13.2M sold.
Based on aggregated 13F filings for Q1 2018.