We are live on ! Find out more
SMPL icon

Simply Good Foods

206 hedge funds and large institutions have $2.96B invested in Simply Good Foods in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 66 increasing their positions, 76 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more call options, than puts

Call options by funds: $8.21M | Put options by funds: $1.76M

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

2% more funds holding

Funds holding: 202206 (+4)

0.7% less ownership

Funds ownership: 90.29%89.59% (-0.7%)

6% less capital invested

Capital invested by funds: $3.15B → $2.96B (-$194M)

13% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 76

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
206
Holders Change
+4
Holders Change %
+1.98%
% of All Funds
3.61%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
27
Increased
66
Reduced
76
Closed
20
Calls
$8.21M
Puts
$1.76M
Net Calls
+$6.45M
Net Calls Change
-$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$442M -$13.9M -387,134 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$321M +$543K +15,107 +0.2%
CIP
3
Champlain Investment Partners
Vermont
$184M +$790K +21,975 +0.4%
Capital World Investors
4
Capital World Investors
California
$171M
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$105M +$288K +8,009 +0.3%
State Street
6
State Street
Massachusetts
$93.3M -$486K -13,527 -0.5%
Loomis, Sayles & Company
7
Loomis, Sayles & Company
Massachusetts
$81.3M +$23.1K +644 +0%
SAM
8
Silvercrest Asset Management
New York
$80.7M -$1.28M -35,728 -2%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$76.4M -$3.29M -91,506 -4%
Brown Advisory
10
Brown Advisory
Maryland
$74.5M +$1.18M +32,940 +2%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$74M -$1.71M -47,508 -2%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$73.6M -$188K -5,242 -0.2%
EAM
13
Eagle Asset Management
Florida
$68M -$63.8K -1,776 -0.1%
Capital Research Global Investors
14
Capital Research Global Investors
California
$58.6M
Invesco
15
Invesco
Georgia
$56.9M +$1.68M +46,863 +3%
SAM
16
Scopus Asset Management
New York
$53.5M -$8.98M -250,000 -14%
Franklin Resources
17
Franklin Resources
California
$51.2M -$2.52M -70,078 -5%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$50.2M -$1.84M -51,116 -3%
EMFAT
19
Emerald Mutual Fund Advisers Trust
Pennsylvania
$42.8M
EA
20
Emerald Advisers
Pennsylvania
$40.3M +$1.35M +37,560 +3%
Goldman Sachs
21
Goldman Sachs
New York
$38.1M -$1.92M -53,365 -5%
Northern Trust
22
Northern Trust
Illinois
$34.7M -$1.49M -41,590 -4%
TCM
23
TimesSquare Capital Management
New York
$34.6M -$3.14M -87,450 -8%
Millennium Management
24
Millennium Management
New York
$33.6M +$3.27M +91,120 +10%
Norges Bank
25
Norges Bank
Norway
$29.6M +$2.21M +61,497 +8%

SMPL Hedge Fund Activity: Q3 2021 in Review

206 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Simply Good Foods (SMPL) for Q3 2021, worth a combined $2.96B — down 6.2% from $3.15B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SMPL positions and 20 closed out — a net gain of 7 holders — while 66 added to existing stakes and 76 trimmed.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $9.15M. The largest seller was BlackRock, cutting an estimated $13.9M.

  • 206 institutional investors held Simply Good Foods (SMPL) as of Q3 2021, up from 202 in Q2 2021.
  • Funds reported $2.96B of Simply Good Foods stock for Q3 2021, down 6.2% quarter-over-quarter.
  • 27 funds opened new Simply Good Foods positions in Q3 2021 and 20 closed out, a net change of +7 holders.
  • The largest Simply Good Foods buyer in Q3 2021 was Fuller & Thaler Asset Management, an estimated $9.15M added.
  • The largest Simply Good Foods seller in Q3 2021 was BlackRock, an estimated $13.9M sold.

Based on aggregated 13F filings for Q3 2021.