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Simply Good Foods (SMPL) Institutional Ownership

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$37.16 +1.12 (+3.11%)
As of 01/22/2025 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for Simply Good Foods (NASDAQ:SMPL)

Current
Institutional Ownership
Percentage
88.45%
Number of
Institutional Buyers
(last 12 months)
131
Total
Institutional Inflows
(last 12 months)
$486.58M
Number of
Institutional Sellers
(last 12 months)
89
Total
Institutional Outflows
(last 12 months)
$218.52M
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SMPL Institutional Buying and Selling by Quarter

Simply Good Foods Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/22/2025Pacer Advisors Inc.3,450$134K0.0%+39.5%0.003%
1/22/2025KBC Group NV3,844$150K0.0%+24.6%0.004%
1/22/2025Blue Trust Inc.5,624$219K0.0%+44.3%0.006%
1/21/2025 Exchange Traded Concepts LLC53,512$2.09M0.0%+4.3%0.053%
1/17/2025 AMI Asset Management Corp40,319$1.57M0.1%-3.6%0.040%
1/16/2025 Diversify Wealth Management LLC12,656$493K0.0%+44.7%0.013%
1/13/2025 Moody National Bank Trust Division7,050$275K0.0%-11.3%0.007%
1/8/2025 Fulton Bank N.A.10,682$416K0.0%+12.0%0.011%
1/7/2025 Diversified Trust Co35,394$1.38M0.0%-10.8%0.035%
1/3/2025 GAMMA Investing LLC1,758$69K0.0%+215.6%0.002%
12/26/2024JPMorgan Chase & Co.287,598$10M0.0%-24.6%0.285%
12/19/2024Principal Financial Group Inc.998,706$34.73M0.0%-32.3%0.989%
11/27/2024Franklin Resources Inc.1,065,941$36.40M0.0%+2.8%1.055%
11/25/2024Tidal Investments LLC51,664$1.80M0.0%+42.7%0.051%
11/18/2024TD Private Client Wealth LLC4,575$159K0.0%+70.2%0.005%
11/16/2024Geode Capital Management LLC2,142,679$74.52M0.0%+0.5%2.138%
11/15/2024Barclays PLC165,201$5.74M0.0%+396.7%0.164%
11/15/2024Y Intercept Hong Kong Ltd33,797$1.18M0.1%+47.1%0.034%
11/15/2024iSAM Funds UK Ltd7,349$256K0.1%-47.7%0.007%
11/15/2024EP Wealth Advisors LLC6,786$236K0.0%N/A0.007%
11/15/2024Jane Street Group LLC149,944$5.21M0.0%-57.2%0.150%
11/15/2024Wellington Management Group LLP2,871,621$99.85M0.0%-0.1%2.865%
11/15/2024Weiss Asset Management LP346,597$12.05M0.3%N/A0.346%
11/15/2024State Street Corp3,666,190$127.47M0.0%+6.0%3.658%
11/15/2024Stifel Financial Corp26,688$928K0.0%+1.9%0.027%
11/15/2024Quarry LP1,357$47K0.0%+64.7%0.001%
11/15/2024Janus Henderson Group PLC762,000$26.49M0.0%-1.3%0.760%
11/15/2024HighTower Advisors LLC13,504$473K0.0%+3.9%0.013%
11/15/2024Holocene Advisors LP64,447$2.24M0.0%+89.4%0.064%
11/14/2024Edgestream Partners L.P.68,109$2.37M0.1%N/A0.068%
11/14/2024Verition Fund Management LLC240,186$8.35M0.0%-43.5%0.240%
11/14/2024Captrust Financial Advisors6,831$238K0.0%N/A0.007%
11/14/2024Capstone Investment Advisors LLC9,707$338K0.0%N/A0.010%
11/14/2024Walleye Capital LLC22,304$776K0.0%-68.7%0.022%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC172,099$5.98M0.0%-29.6%0.172%
11/14/2024Public Sector Pension Investment Board193,308$6.72M0.0%-3.4%0.193%
11/14/2024Healthcare of Ontario Pension Plan Trust Fund84,000$2.92M0.0%-36.3%0.084%
11/13/2024Glenmede Trust Co. NA13,452$468K0.0%+5.5%0.013%
11/13/2024Bridgewater Associates LP26,733$930K0.0%-79.3%0.027%
11/13/2024Cynosure Group LLC10,659$371K0.1%+4.9%0.011%
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11/13/2024Townsquare Capital LLC59,897$2.08M0.0%+3.0%0.060%
11/13/2024BNP Paribas Financial Markets90,733$3.16M0.0%-51.8%0.091%
11/13/2024Quantbot Technologies LP92,971$3.23M0.1%+2,015.4%0.093%
11/13/2024FMR LLC5,128,827$178.33M0.0%+20.0%5.118%
11/13/2024The Manufacturers Life Insurance Company51,851$1.80M0.0%-4.4%0.052%
11/12/2024Pitcairn Co.11,709$407K0.0%-14.5%0.012%
11/12/2024Algert Global LLC71,021$2.47M0.1%-27.3%0.071%
11/12/2024Cerity Partners LLC24,297$845K0.0%+36.1%0.024%
11/12/2024Champlain Investment Partners LLC4,063,878$141.30M0.9%+4.0%4.055%
11/12/2024Citigroup Inc.122,849$4.27M0.0%+60.1%0.123%
11/12/2024Charles Schwab Investment Management Inc.990,010$34.42M0.0%+5.8%0.988%
11/12/2024Massachusetts Financial Services Co. MA787,767$27.39M0.0%N/A0.786%
11/9/2024Intech Investment Management LLC30,464$1.06M0.0%+356.7%0.030%
11/8/2024Hilton Capital Management LLC37,547$1.31M0.1%-4.5%0.037%
11/7/2024Quest Partners LLC41,277$1.44M0.1%+65.0%0.041%
11/7/2024Swiss National Bank185,800$6.46M0.0%-0.7%0.185%
11/7/2024Thrivent Financial for Lutherans71,559$2.49M0.0%-5.3%0.071%
11/6/2024Mutual of America Capital Management LLC187,549$6.52M0.1%+21.0%0.187%
11/6/2024Natixis Advisors LLC18,813$654K0.0%-30.8%0.019%
11/6/2024Cornercap Investment Counsel Inc.16,326$568K0.2%-3.0%0.016%
11/6/2024KBC Group NV3,084$107K0.0%+31.9%0.003%
11/5/2024Victory Capital Management Inc.1,045,457$36.35M0.0%+13.5%1.043%
11/5/2024Entropy Technologies LP6,931$241K0.0%N/A0.007%
11/4/2024State of New Jersey Common Pension Fund D62,573$2.18M0.0%+23.6%0.062%
10/31/2024Principal Financial Group Inc.998,706$34.73M0.0%-32.3%0.997%
10/30/2024Amalgamated Bank26,859$934K0.0%-3.4%0.027%
10/29/2024 Janney Capital Management LLC12,833$446K0.0%-3.9%0.013%
10/28/2024Congress Asset Management Co.267,297$9.29M0.1%-35.2%0.267%
10/25/2024 Diversify Wealth Management LLC8,745$282K0.0%+15.8%0.009%
10/25/2024New York State Teachers Retirement System112,055$3.90M0.0%+7.4%0.112%
10/25/2024 AMI Asset Management Corp41,813$1.45M0.1%-5.5%0.042%
10/24/2024 Nisa Investment Advisors LLC3,295$115K0.0%-30.2%0.003%
10/24/2024State of Alaska Department of Revenue52,001$1.81M0.0%-2.7%0.052%
10/24/2024Boston Trust Walden Corp2,308,611$80.27M0.6%N/A2.305%
10/24/2024 NorthCrest Asset Manangement LLC8,967$312K0.0%-3.7%0.009%
10/23/2024Louisiana State Employees Retirement System44,100$1.53M0.0%-3.7%0.044%
10/23/2024Schwartz Investment Counsel Inc.217,500$7.56M0.3%N/A0.217%
10/23/2024 Assenagon Asset Management S.A.198,630$6.91M0.0%-4.5%0.198%
10/23/2024Moody Aldrich Partners LLC95,672$3.33M0.6%-1.7%0.096%
10/21/2024 Everence Capital Management Inc.6,440$224K0.0%-32.4%0.006%
10/19/2024Allspring Global Investments Holdings LLC21,241$739K0.0%-6.5%0.021%
10/18/2024Blue Trust Inc.3,897$141K0.0%-68.0%0.004%
10/17/2024 AlphaMark Advisors LLC9,881$344K0.1%N/A0.010%
10/16/2024nVerses Capital LLC7,900$275K0.1%N/A0.008%
10/16/2024McCollum Christoferson Group LLC130,660$4.54M1.3%-1.5%0.130%
10/11/2024Creative Planning12,582$437K0.0%-41.6%0.013%
10/10/2024 Exchange Traded Concepts LLC51,324$1.79M0.0%+12.6%0.051%
10/10/2024 Covea Finance166,600$5.79M0.3%+8.1%0.166%
10/7/2024 Fulton Bank N.A.9,536$332K0.0%+4.9%0.010%
10/7/2024 Diversified Trust Co39,693$1.38M0.0%+12.9%0.040%
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10/5/2024Handelsbanken Fonder AB734,300$25.53M0.1%+4.7%0.733%
10/3/2024 SG Americas Securities LLC8,061$280K0.0%-73.7%0.008%
9/20/2024Healthcare of Ontario Pension Plan Trust Fund131,860$4.76M0.0%N/A0.132%
8/27/2024Dana Investment Advisors Inc.39,569$1.43M0.0%+2.0%0.040%
8/16/2024Quarry LP824$30K0.0%N/A0.001%
8/16/2024Creative Planning21,536$778K0.0%+81.6%0.022%
8/16/2024Algert Global LLC97,681$3.53M0.1%-18.1%0.098%
8/15/2024Susquehanna Fundamental Investments LLC83,555$3.02M0.1%N/A0.083%
8/15/2024Lighthouse Investment Partners LLC55,450$2.00M0.1%N/A0.055%
8/15/2024Mackenzie Financial Corp5,570$201K0.0%N/A0.006%
(Data available from 1/1/2016 forward)

SMPL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SMPL shares?

During the previous two years, 250 institutional investors and hedge funds held shares of Simply Good Foods. The most heavily invested institutionals were BlackRock Inc. ($479.09M), Vanguard Group Inc. ($377.71M), Capital World Investors ($200.70M), FMR LLC ($178.33M), Champlain Investment Partners LLC ($141.30M), State Street Corp ($127.47M), and Dimensional Fund Advisors LP ($116.47M).Learn more on SMPL's institutional investors.

What percentage of Simply Good Foods stock is owned by institutional investors?

88.45% of Simply Good Foods stock is owned by institutional investors. Learn more on SMPL's institutional investor holdings.

Which institutional investors have been buying Simply Good Foods stock?

Of the 198 institutional investors that purchased Simply Good Foods stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Boston Trust Walden Corp ($2.31M), Tiedemann Advisors LLC ($2.09M), FMR LLC ($1.68M), Armistice Capital LLC ($1.30M), Champlain Investment Partners LLC ($1.01M), Norges Bank ($1.01M), and Principal Financial Group Inc. ($925.42K).

How much institutional buying is happening at Simply Good Foods?

Institutional investors have bought a total of 22,648,511 shares in the last 24 months. This purchase volume represents approximately $826.03M in transactions.

Which Simply Good Foods major shareholders have been selling company stock?

Of the 135 institutional investors that sold Simply Good Foods stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Principal Financial Group Inc. ($1.59M), TimesSquare Capital Management LLC ($943.54K), Victory Capital Management Inc. ($842.35K), Silvercrest Asset Management Group LLC ($756.36K), Millennium Management LLC ($703.59K), BlackRock Inc. ($572.25K), and Eagle Asset Management Inc. ($535.40K).

How much institutional selling is happening at Simply Good Foods?

Institutional investors have sold a total of 12,325,401 shares in the last 24 months. This volume of shares sold represents approximately $447.02M in transactions.



This page (NASDAQ:SMPL) was last updated on 1/23/2025 by MarketBeat.com Staff
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