Simply Good Foods
SMPL
166 hedge funds and large institutions have $1.61B invested in Simply Good Foods in 2020 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 60 increasing their positions, 52 reducing their positions, and 30 closing their positions.
20% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 30
15% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 52
4% more funds holding
Funds holding: 160 → 166 (+6)
4% less capital invested
Capital invested by funds: $1.68B → $1.61B (-$74M)
1.41% less ownership
Funds ownership: 91.58% → 90.17% (-1.4%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
62% less call options, than puts
Call options by funds: $2.85M | Put options by funds: $7.51M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$52.4M |
| 2 |
YCMGA
York Capital Management Global Advisors
New York
|
+$41.2M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$17.7M |
| 4 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$12.2M |
| 5 |
SAM
Silvercrest Asset Management
New York
|
+$11.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Lomas Capital Management
New York
|
-$45.1M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$38.8M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$22.3M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$19.8M |
| 5 |
PGM
Parian Global Management
Pound Ridge,
New York
|
-$15.9M |
SMPL Hedge Fund Activity: Q2 2020 in Review
166 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Simply Good Foods (SMPL) for Q2 2020, worth a combined $1.61B — down 4.4% from $1.68B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new SMPL positions and 30 closed out — a net gain of 6 holders — while 60 added to existing stakes and 52 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $52.4M. The largest seller was Lomas Capital Management, exiting entirely with an estimated $45.1M sold.
- 166 institutional investors held Simply Good Foods (SMPL) as of Q2 2020, up from 160 in Q1 2020.
- Funds reported $1.61B of Simply Good Foods stock for Q2 2020, down 4.4% quarter-over-quarter.
- 36 funds opened new Simply Good Foods positions in Q2 2020 and 30 closed out, a net change of +6 holders.
- The largest Simply Good Foods buyer in Q2 2020 was Fidelity Investments, an estimated $52.4M added.
- The largest Simply Good Foods seller in Q2 2020 was Lomas Capital Management, an estimated $45.1M sold.
Based on aggregated 13F filings for Q2 2020.