Simply Good Foods
SMPL
238 hedge funds and large institutions have $3.19B invested in Simply Good Foods in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 92 increasing their positions, 83 reducing their positions, and 28 closing their positions.
40% more call options, than puts
Call options by funds: $2.92M | Put options by funds: $2.08M
32% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 28
17% more capital invested
Capital invested by funds: $2.72B → $3.19B (+$472M)
11% more repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 83
1% more funds holding
Funds holding: 235 → 238 (+3)
2.25% less ownership
Funds ownership: 84.55% → 82.3% (-2.2%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$37.6M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$20.7M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$15.9M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$15.8M |
| 5 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
+$15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$14.4M |
| 2 |
Millennium Management
New York
|
-$12.4M |
| 3 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$9.44M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$7.91M |
| 5 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$6.58M |
SMPL Hedge Fund Activity: Q4 2022 in Review
238 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Simply Good Foods (SMPL) for Q4 2022, worth a combined $3.19B — up 17% from $2.72B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new SMPL positions and 28 closed out — a net gain of 9 holders — while 92 added to existing stakes and 83 trimmed.
The largest buyer was Vanguard Group, adding an estimated $37.6M. The largest seller was Balyasny Asset Management, cutting an estimated $14.4M.
- 238 institutional investors held Simply Good Foods (SMPL) as of Q4 2022, up from 235 in Q3 2022.
- Funds reported $3.19B of Simply Good Foods stock for Q4 2022, up 17% quarter-over-quarter.
- 37 funds opened new Simply Good Foods positions in Q4 2022 and 28 closed out, a net change of +9 holders.
- The largest Simply Good Foods buyer in Q4 2022 was Vanguard Group, an estimated $37.6M added.
- The largest Simply Good Foods seller in Q4 2022 was Balyasny Asset Management, an estimated $14.4M sold.
Based on aggregated 13F filings for Q4 2022.