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Simply Good Foods

276 hedge funds and large institutions have $1.29B invested in Simply Good Foods in 2026 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 99 increasing their positions, 88 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more call options, than puts

Call options by funds: $2.67M | Put options by funds: $900K

26% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 54

13% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 88

4.06% more ownership

Funds ownership: 92.66%96.71% (+4.1%)

4% more funds holding

Funds holding: 266276 (+10)

27% less capital invested

Capital invested by funds: $1.77B → $1.29B (-$482M)

Holders
276
Holders Change
+10
Holders Change %
+3.76%
% of All Funds
3.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
68
Increased
99
Reduced
88
Closed
54
Calls
$2.67M
Puts
$900K
Net Calls
+$1.77M
Net Calls Change
-$1.78M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$188M -$12.8M -739,251 -5%
VPM
2
Vanguard Portfolio Management
Pennsylvania
$79.8M +$96M +5,563,881 New
VCM
3
Vanguard Capital Management
Pennsylvania
$54.1M +$65.1M +3,771,064 New
BTW
4
Boston Trust Walden
Massachusetts
$52.2M +$5.7M +330,330 +10%
State Street
5
State Street
Massachusetts
$48.3M -$2.94M -170,142 -5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$43.1M -$16.7M -966,917 -24%
RRAM
7
River Road Asset Management
Kentucky
$43M +$24.4M +1,412,824 +89%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$40.5M -$46.1M -2,674,802 -49%
SAM
9
Silvercrest Asset Management
New York
$32.3M +$6.99M +405,008 +22%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$31.6M -$2.22M -128,517 -6%
LSV Asset Management
11
LSV Asset Management
Illinois
$29.5M +$35.5M +2,057,900 New
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$27.5M +$92.9K +5,383 +0.3%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$27.4M -$3.69M -214,000 -10%
T. Rowe Price Investment Management
14
T. Rowe Price Investment Management
Maryland
$23.8M -$4.06M -235,274 -12%
Morgan Stanley
15
Morgan Stanley
New York
$22.4M -$6.76M -391,721 -20%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$21.8M +$6.71M +388,717 +34%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$21.1M +$16.3M +946,216 +180%
Ameriprise
18
Ameriprise
Minnesota
$18.1M +$7.15M +414,599 +49%
Charles Schwab
19
Charles Schwab
California
$17.4M +$799K +46,291 +4%
Brown Advisory
20
Brown Advisory
Maryland
$16.6M +$20M +1,159,380 New
OCM
21
Oaktree Capital Management
California
$16.2M +$19.5M +1,128,889 New
Bank of America
22
Bank of America
North Carolina
$14.9M +$3.42M +198,294 +24%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$14M -$5.26M -305,095 -24%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$13.8M +$4.47M +258,871 +37%
Goldman Sachs
25
Goldman Sachs
New York
$13.2M -$692K -40,128 -4%