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Simply Good Foods
SMPL

Overview Fund Activity

240 hedge funds and large institutions have $3.61B invested in Simply Good Foods in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 85 increasing their positions, 85 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+2
Holders Change %
+0.84%
% of All Funds
3.84%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
33
Increased
85
Reduced
85
Closed
29
Calls
$1.83M
Puts
$5.55M
Net Calls
-$3.72M
Net Calls Change
-$4.56M

Top Buyers

1
TA
Tiedemann Advisors
New York
$83M
2
Neuberger Berman Group
Neuberger Berman Group
New York
$103M
3
SAM
Scopus Asset Management
New York
$47.7M
4
Citadel Advisors
Citadel Advisors
Florida
$19.4M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$95.9M

Top Sellers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$68.5M
2
TCM
TimesSquare Capital Management
New York
$22.7M
3
EAM
Eagle Asset Management
Florida
$36.7M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$314K
5
BlackRock
BlackRock
New York
$543M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$543M -$11.7M -295,388 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$429M +$7.3M +183,504 +2%
Capital World Investors
3
Capital World Investors
California
$244M – – –
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$132M +$8.41M +211,520 +7%
State Street
5
State Street
Massachusetts
$117M +$4.07M +102,287 +4%
SAM
6
Silvercrest Asset Management
New York
$105M -$1.43M -35,901 -1%
CIP
7
Champlain Investment Partners
Vermont
$104M -$2.02M -50,760 -2%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$103M +$83M +2,087,560 +417%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$97M +$466K +11,727 +0.5%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$95.9M +$13.7M +345,241 +17%
TA
11
Tiedemann Advisors
New York
$83M +$83M +2,089,203 New
Brown Advisory
12
Brown Advisory
Maryland
$74.8M +$280K +7,047 +0.4%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$69.4M +$5.98M +150,365 +9%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$68.5M -$24.7M -622,056 -27%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$67.3M +$3.05M +76,721 +5%
Invesco
16
Invesco
Georgia
$58.7M -$866K -21,772 -1%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$58M -$211K -5,316 -0.4%
Principal Financial Group
18
Principal Financial Group
Iowa
$58M +$1.31M +32,836 +2%
Fuller & Thaler Asset Management
19
Fuller & Thaler Asset Management
California
$52.5M +$1.36M +34,177 +3%
Franklin Resources
20
Franklin Resources
California
$48.4M -$909K -22,846 -2%
SAM
21
Scopus Asset Management
New York
$47.7M +$30.3M +762,500 +174%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$42.7M +$3.56M +89,425 +9%
EA
23
Emerald Advisers
Pennsylvania
$41.6M -$498K -12,514 -1%
Northern Trust
24
Northern Trust
Illinois
$40.1M +$263K +6,619 +0.7%
Norges Bank
25
Norges Bank
Norway
$37.2M +$1.09M +27,296 +3%
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