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Simply Good Foods
SMPL

Overview Fund Activity

287 hedge funds and large institutions have $2.99B invested in Simply Good Foods in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 114 increasing their positions, 91 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
+21
Holders Change %
+7.89%
% of All Funds
4.16%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
58
Increased
114
Reduced
91
Closed
35
Calls
$10.3M
Puts
$7.49M
Net Calls
+$2.81M
Net Calls Change
-$27.5M

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
$134M
2
Millennium Management
Millennium Management
New York
$42.7M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$32.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$109M
5
BlackRock
BlackRock
New York
$489M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$30M
2
Neuberger Berman Group
Neuberger Berman Group
New York
$48.6M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$86.6M
4
Brown Advisory
Brown Advisory
Maryland
$33.7M
5
SAM
Silvercrest Asset Management
New York
$69.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$489M +$15.5M +454,784 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$378M +$5.93M +174,157 +2%
Capital World Investors
3
Capital World Investors
California
$201M -$8.98M -263,800 -4%
CIP
4
Champlain Investment Partners
Vermont
$134M +$29.1M +854,550 +28%
State Street
5
State Street
Massachusetts
$117M +$1.62M +47,565 +1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$109M +$16M +469,439 +17%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$103M +$4.34M +127,535 +4%
T. Rowe Price Investment Management
8
T. Rowe Price Investment Management
Maryland
$86.6M -$29.5M -867,286 -25%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$72.5M +$3.97M +116,766 +6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$69.7M +$1.99M +58,430 +3%
SAM
11
Silvercrest Asset Management
New York
$69.1M -$25.7M -756,361 -27%
Invesco
12
Invesco
Georgia
$60.9M +$383K +11,265 +0.6%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$55.6M -$8.12M -238,756 -13%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$48.6M -$33.9M -995,880 -41%
CAM
15
Congress Asset Management
Massachusetts
$44.7M +$3.07M +90,154 +7%
Principal Financial Group
16
Principal Financial Group
Iowa
$43.9M -$21.8M -640,547 -33%
Millennium Management
17
Millennium Management
New York
$42.7M +$28.2M +827,424 +194%
Norges Bank
18
Norges Bank
Norway
$41M +$6.59M +193,640 +19%
Franklin Resources
19
Franklin Resources
California
$36.1M -$4.52M -132,952 -11%
Brown Advisory
20
Brown Advisory
Maryland
$33.7M -$29.4M -864,541 -47%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$32.1M +$27.9M +821,180 +667%
Northern Trust
22
Northern Trust
Illinois
$32M -$802K -23,559 -2%
Handelsbanken Fonder
23
Handelsbanken Fonder
Sweden
$31.4M +$5.58M +164,000 +22%
Charles Schwab
24
Charles Schwab
California
$30.1M +$1.11M +32,519 +4%
Morgan Stanley
25
Morgan Stanley
New York
$30M -$67.5M -1,983,997 -69%
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