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Simply Good Foods

293 hedge funds and large institutions have $3.31B invested in Simply Good Foods in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 107 increasing their positions, 103 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $8.39M | Put options by funds: $3.97M

50% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 36

5% more funds holding

Funds holding: 278293 (+15)

4% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 103

0.48% more ownership

Funds ownership: 94.49%94.97% (+0.48%)

11% less capital invested

Capital invested by funds: $3.72B → $3.31B (-$410M)

Holders
293
Holders Change
+15
Holders Change %
+5.4%
% of All Funds
3.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
54
Increased
107
Reduced
103
Closed
36
Calls
$8.39M
Puts
$3.97M
Net Calls
+$4.42M
Net Calls Change
-$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$473M -$14.7M -406,739 -3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$373M +$45.7M +1,262,094 +13%
Vanguard Group
3
Vanguard Group
Pennsylvania
$360M -$5.64M -155,974 -1%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$179M +$4.87M +134,618 +3%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$145M +$23.5M +649,258 +18%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$130M +$7.63M +210,782 +6%
State Street
7
State Street
Massachusetts
$125M -$5.47M -151,323 -4%
BTW
8
Boston Trust Walden
Massachusetts
$104M -$1.05M -28,906 -1%
CIP
9
Champlain Investment Partners
Vermont
$102M -$16.7M -460,236 -13%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$100M -$32.9M -910,321 -24%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$77.8M +$4.13M +114,136 +5%
Citadel Advisors
12
Citadel Advisors
Florida
$74.8M +$65.5M +1,810,869 +507%
SAM
13
Silvercrest Asset Management
New York
$65.1M -$1.07M -29,439 -2%
WP
14
Woodline Partners
California
$57.4M +$5.92M +163,720 +11%
Victory Capital Management
15
Victory Capital Management
Texas
$53.1M +$19.1M +527,089 +52%
AC
16
Armistice Capital
New York
$46.6M +$6.02M +166,319 +14%
Handelsbanken Fonder
17
Handelsbanken Fonder
Sweden
$42.8M +$9.04M +250,000 +25%
Norges Bank
18
Norges Bank
Norway
$38.9M
Charles Schwab
19
Charles Schwab
California
$35.9M +$222K +6,129 +0.6%
Northern Trust
20
Northern Trust
Illinois
$34.8M +$355K +9,802 +1%
Boston Partners
21
Boston Partners
Massachusetts
$30.8M -$12.1M -334,421 -27%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$30.6M -$776K -21,441 -2%
Franklin Resources
23
Franklin Resources
California
$29.9M -$2.31M -63,816 -7%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$26.7M +$197K +5,453 +0.7%
Morgan Stanley
25
Morgan Stanley
New York
$25.7M -$2.15M -59,358 -7%

SMPL Hedge Fund Activity: Q1 2025 in Review

293 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Simply Good Foods (SMPL) for Q1 2025, worth a combined $3.31B — down 11% from $3.72B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SMPL positions and 36 closed out — a net gain of 18 holders — while 107 added to existing stakes and 103 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $65.5M. The largest seller was Capital World Investors, exiting entirely with an estimated $99.6M sold.

  • 293 institutional investors held Simply Good Foods (SMPL) as of Q1 2025, up from 278 in Q4 2024.
  • Funds reported $3.31B of Simply Good Foods stock for Q1 2025, down 11% quarter-over-quarter.
  • 54 funds opened new Simply Good Foods positions in Q1 2025 and 36 closed out, a net change of +18 holders.
  • The largest Simply Good Foods buyer in Q1 2025 was Citadel Advisors, an estimated $65.5M added.
  • The largest Simply Good Foods seller in Q1 2025 was Capital World Investors, an estimated $99.6M sold.

Based on aggregated 13F filings for Q1 2025.