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Simply Good Foods
SMPL

Overview Fund Activity

309 hedge funds and large institutions have $3.03B invested in Simply Good Foods in 2025 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 113 increasing their positions, 107 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+18
Holders Change %
+6.19%
% of All Funds
4.14%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
55
Increased
113
Reduced
107
Closed
33
Calls
$3.62M
Puts
$1.7M
Net Calls
+$1.92M
Net Calls Change
-$2.51M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
+$48.8M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$36.2M
3
BCM
Benchstone Capital Management
New York
+$16.4M
4
SAM
Scopus Asset Management
New York
+$14.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$11.1M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$53.5M
2
AC
Armistice Capital
New York
-$46.6M
3
Victory Capital Management
Victory Capital Management
Texas
-$36.5M
4
OAM
Ophir Asset Management
Australia
-$25.3M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$22.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$424M -$8.85M -280,178 -2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$353M +$11.1M +352,833 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$330M +$281K +8,882 +0.1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$169M +$36.2M +1,145,902 +27%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$142M -$22.1M -698,281 -13%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$125M +$5.61M +177,639 +5%
State Street
7
State Street
Massachusetts
$115M +$445K +14,089 +0.4%
BTW
8
Boston Trust Walden
Massachusetts
$95.8M +$994K +31,455 +1%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$91.6M -$71.5K -2,263 -0.1%
CIP
10
Champlain Investment Partners
Vermont
$80.1M -$13.7M -432,263 -15%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$73M +$1.76M +55,727 +2%
SAM
12
Silvercrest Asset Management
New York
$58.6M -$989K -31,305 -2%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$48.8M +$48.8M +1,546,099 New
Norges Bank
14
Norges Bank
Norway
$36.4M +$36.4M +1,152,877 New
Charles Schwab
15
Charles Schwab
California
$33M +$136K +4,294 +0.4%
WP
16
Woodline Partners
California
$31.6M -$21M -664,528 -40%
Northern Trust
17
Northern Trust
Illinois
$31M -$922K -29,188 -3%
Franklin Resources
18
Franklin Resources
California
$30.2M +$2.83M +89,497 +10%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$29.8M +$1.72M +54,570 +6%
Handelsbanken Fonder
20
Handelsbanken Fonder
Sweden
$27.1M -$12.1M -382,300 -31%
Morgan Stanley
21
Morgan Stanley
New York
$26M +$2.52M +79,788 +11%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$24.7M +$234K +7,414 +1%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$20.2M -$605K -19,167 -3%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$18.9M +$8.47M +268,023 +81%
SIMG
25
Stephens Investment Management Group
Texas
$17.1M +$3.79M +119,892 +29%
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