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Simply Good Foods
SMPL

Overview Fund Activity

272 hedge funds and large institutions have $3.22B invested in Simply Good Foods in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 93 increasing their positions, 109 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
-15
Holders Change %
-5.23%
% of All Funds
3.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
42
Increased
93
Reduced
109
Closed
51
Calls
$20.1M
Puts
$7.7M
Net Calls
+$12.4M
Net Calls Change
+$9.62M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$104M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$154M
3
AC
Armistice Capital
New York
$34.6M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$124M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$50.1M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$154M
2
CAM
Congress Asset Management
Massachusetts
$14.9M
3
Millennium Management
Millennium Management
New York
$19.9M
4
BlackRock
BlackRock
New York
$499M
5
CSS
Cubist Systematic Strategies
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$499M -$20M -552,320 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$407M +$6.39M +176,778 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$154M +$38.7M +1,071,664 +33%
Capital World Investors
4
Capital World Investors
California
$154M -$58.9M -1,629,470 -28%
CIP
5
Champlain Investment Partners
Vermont
$141M -$1.14M -31,510 -0.8%
State Street
6
State Street
Massachusetts
$125M +$650K +17,982 +0.5%
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$124M +$31.8M +879,269 +35%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$116M +$7.37M +203,914 +7%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$104M +$69.7M +1,930,438 +204%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$82M +$5.02M +138,999 +7%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$77.1M +$3.03M +83,858 +4%
SAM
12
Silvercrest Asset Management
New York
$70M -$3.32M -91,767 -5%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$58.7M -$348K -9,633 -0.6%
Invesco
14
Invesco
Georgia
$57M -$7.63M -211,262 -12%
Principal Financial Group
15
Principal Financial Group
Iowa
$53.3M +$6.67M +184,539 +14%
Balyasny Asset Management
16
Balyasny Asset Management
Illinois
$50.1M +$26M +719,385 +108%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$45.7M -$5.84M -161,758 -11%
Franklin Resources
18
Franklin Resources
California
$37.5M -$835K -23,114 -2%
Norges Bank
19
Norges Bank
Norway
$36.8M -$6.72M -186,029 -15%
AC
20
Armistice Capital
New York
$34.6M +$34.6M +957,163 New
Charles Schwab
21
Charles Schwab
California
$33.8M +$1.84M +50,968 +6%
Victory Capital Management
22
Victory Capital Management
Texas
$33.3M +$17.2M +475,928 +107%
Northern Trust
23
Northern Trust
Illinois
$32.7M -$1.26M -34,747 -4%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$28.5M +$24.6K +680 +0.1%
Morgan Stanley
25
Morgan Stanley
New York
$27.9M -$3.96M -109,619 -12%
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