Simply Good Foods
SMPL
242 hedge funds and large institutions have $3B invested in Simply Good Foods in 2023 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 95 increasing their positions, 84 reducing their positions, and 35 closing their positions.
13% more repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 84
10% more call options, than puts
Call options by funds: $617K | Put options by funds: $559K
0% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 35
1% less funds holding
Funds holding: 245 → 242 (-3)
1.79% less ownership
Funds ownership: 88.97% → 87.18% (-1.8%)
7% less capital invested
Capital invested by funds: $3.24B → $3B (-$240M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$29.5M |
| 2 |
Morgan Stanley
New York
|
+$25M |
| 3 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$22.7M |
| 4 |
BlackRock
New York
|
+$12M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$9.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
Tiedemann Advisors
New York
|
-$65.5M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$16.9M |
| 3 |
SAM
Scopus Asset Management
New York
|
-$15.7M |
| 4 |
AC
Armistice Capital
New York
|
-$14.6M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$13M |
SMPL Hedge Fund Activity: Q3 2023 in Review
242 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Simply Good Foods (SMPL) for Q3 2023, worth a combined $3B — down 7.4% from $3.24B a quarter earlier.
Fund positioning in SMPL was balanced in Q3 2023: 35 funds opened new positions, 35 closed out, 95 added to existing stakes and 84 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $29.5M. The largest seller was Tiedemann Advisors, exiting entirely with an estimated $65.5M sold.
- 242 institutional investors held Simply Good Foods (SMPL) as of Q3 2023, down from 245 in Q2 2023.
- Funds reported $3B of Simply Good Foods stock for Q3 2023, down 7.4% quarter-over-quarter.
- 35 funds opened new Simply Good Foods positions in Q3 2023 and 35 closed out, a net change of 0 holders.
- The largest Simply Good Foods buyer in Q3 2023 was Fidelity Investments, an estimated $29.5M added.
- The largest Simply Good Foods seller in Q3 2023 was Tiedemann Advisors, an estimated $65.5M sold.
Based on aggregated 13F filings for Q3 2023.