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Simply Good Foods
SMPL

Overview Fund Activity

276 hedge funds and large institutions have $3.72B invested in Simply Good Foods in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 107 increasing their positions, 91 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+7
Holders Change %
+2.6%
% of All Funds
3.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
49
Increased
107
Reduced
91
Closed
38
Calls
$8.35M
Puts
$2M
Net Calls
+$6.35M
Net Calls Change
+$6.13M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$373M
2
BTW
Boston Trust Walden
Massachusetts
$118M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$138M
4
Boston Partners
Boston Partners
Massachusetts
$47.3M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$18M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$99.6M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$4.56M
3
CIP
Champlain Investment Partners
Vermont
$134M
4
WP
Woodline Partners
California
$58.5M
5
WAM
Weiss Asset Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$550M +$13.5M +345,759 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$412M -$5.49M -140,873 -1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$373M +$173M +4,437,372 +87%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$197M -$9.24M -237,015 -4%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$149M +$14.3M +366,072 +11%
State Street
6
State Street
Massachusetts
$147M +$4.55M +116,793 +3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$139M +$3.53M +90,444 +3%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$138M +$26.3M +674,618 +23%
CIP
9
Champlain Investment Partners
Vermont
$134M -$24.8M -635,890 -16%
BTW
10
Boston Trust Walden
Massachusetts
$118M +$28.2M +722,963 +31%
Capital World Investors
11
Capital World Investors
California
$99.6M -$66.8M -1,713,685 -40%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$83.5M -$65.5K -1,681 -0.1%
SAM
13
Silvercrest Asset Management
New York
$74.7M +$1.24M +31,855 +2%
WP
14
Woodline Partners
California
$58.5M -$12.7M -325,056 -18%
Boston Partners
15
Boston Partners
Massachusetts
$47.3M +$24.7M +637,038 +109%
AC
16
Armistice Capital
New York
$46.2M -$8.8M -225,846 -16%
Norges Bank
17
Norges Bank
Norway
$44M +$44M +1,128,938 New
Charles Schwab
18
Charles Schwab
California
$40.3M +$1.71M +43,874 +4%
Victory Capital Management
19
Victory Capital Management
Texas
$39.5M -$1.3M -33,338 -3%
Northern Trust
20
Northern Trust
Illinois
$39M +$3.77M +96,593 +11%
Handelsbanken Fonder
21
Handelsbanken Fonder
Sweden
$38.6M +$9.99M +256,200 +35%
Principal Financial Group
22
Principal Financial Group
Iowa
$37.2M -$1.75M -44,885 -4%
Franklin Resources
23
Franklin Resources
California
$36.2M -$5.33M -136,650 -13%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$35.4M +$4.72M +121,117 +15%
Morgan Stanley
25
Morgan Stanley
New York
$31.3M -$1.76M -45,199 -5%
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