Simply Good Foods
SMPL
235 hedge funds and large institutions have $2.72B invested in Simply Good Foods in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 79 increasing their positions, 90 reducing their positions, and 38 closing their positions.
3% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 38
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1% less funds holding
Funds holding: 238 → 235 (-3)
2.81% less ownership
Funds ownership: 87.36% → 84.55% (-2.8%)
12% less repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 90
18% less capital invested
Capital invested by funds: $3.32B → $2.72B (-$605M)
39% less call options, than puts
Call options by funds: $2.26M | Put options by funds: $3.73M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$15.2M |
| 2 |
BlackRock
New York
|
+$10.9M |
| 3 |
Neuberger Berman Group
New York
|
+$9.33M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$7.69M |
| 5 |
TCM
TimesSquare Capital Management
New York
|
+$7.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$67.5M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$54.8M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$49.4M |
| 4 |
SAM
Scopus Asset Management
New York
|
-$25.4M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$19.4M |
SMPL Hedge Fund Activity: Q3 2022 in Review
235 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Simply Good Foods (SMPL) for Q3 2022, worth a combined $2.72B — down 18% from $3.32B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new SMPL positions and 38 closed out — a net gain of 1 holder — while 79 added to existing stakes and 90 trimmed.
The largest buyer was Balyasny Asset Management, adding an estimated $15.2M. The largest seller was Invesco, cutting an estimated $67.5M.
- 235 institutional investors held Simply Good Foods (SMPL) as of Q3 2022, down from 238 in Q2 2022.
- Funds reported $2.72B of Simply Good Foods stock for Q3 2022, down 18% quarter-over-quarter.
- 39 funds opened new Simply Good Foods positions in Q3 2022 and 38 closed out, a net change of +1 holder.
- The largest Simply Good Foods buyer in Q3 2022 was Balyasny Asset Management, an estimated $15.2M added.
- The largest Simply Good Foods seller in Q3 2022 was Invesco, an estimated $67.5M sold.
Based on aggregated 13F filings for Q3 2022.