Simply Good Foods
SMPL
272 hedge funds and large institutions have $3.19B invested in Simply Good Foods in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 103 increasing their positions, 107 reducing their positions, and 28 closing their positions.
2.69% more ownership
Funds ownership: 89.04% → 91.74% (+2.7%)
8% more call options, than puts
Call options by funds: $3.06M | Put options by funds: $2.84M
0% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 28
1% less funds holding
Funds holding: 274 → 272 (-2)
1% less capital invested
Capital invested by funds: $3.22B → $3.19B (-$23.5M)
4% less repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 107
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
+$78.2M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$63.5M |
| 3 |
WP
Woodline Partners
San Francisco,
California
|
+$56M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$39.9M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$58.7M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$46.5M |
| 3 |
Neuberger Berman Group
New York
|
-$42M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$40.2M |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
-$20.6M |
SMPL Hedge Fund Activity: Q3 2024 in Review
272 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Simply Good Foods (SMPL) for Q3 2024, worth a combined $3.19B — down 0.73% from $3.22B a quarter earlier.
Fund positioning in SMPL was balanced in Q3 2024: 28 funds opened new positions, 28 closed out, 103 added to existing stakes and 107 trimmed.
The largest buyer was Boston Trust Walden, opening a new position worth an estimated $78.2M. The largest seller was Loomis, Sayles & Company, exiting entirely with an estimated $58.7M sold.
- 272 institutional investors held Simply Good Foods (SMPL) as of Q3 2024, down from 274 in Q2 2024.
- Funds reported $3.19B of Simply Good Foods stock for Q3 2024, down 0.73% quarter-over-quarter.
- 28 funds opened new Simply Good Foods positions in Q3 2024 and 28 closed out, a net change of 0 holders.
- The largest Simply Good Foods buyer in Q3 2024 was Boston Trust Walden, an estimated $78.2M added.
- The largest Simply Good Foods seller in Q3 2024 was Loomis, Sayles & Company, an estimated $58.7M sold.
Based on aggregated 13F filings for Q3 2024.