Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SIMPLY GOOD FOODS CO (SMPL)

272 + Investors. Track Smart Money conviction in SMPL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — SMPL

Based on 273 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SMPL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 88% of 3.0Y peak

88% of all-time peak
273 funds currently hold this stock — 88% of the 3.0-year high of 309 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 7% fewer funds vs a year ago

fund count last 6Q
21 fewer hedge funds hold SMPL compared to a year ago (-7% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 54% buying

167 buying145 selling
Last quarter: 167 funds bought or added vs 145 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new SMPL position: 53 → 51 → 56 → 64. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 22% medium ■ 22% new
154 out of 273 hedge funds have held SMPL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +3%, value -31%

Value
-31%
Shares
+2%
Last quarter: funds added +3% more shares while total portfolio value only changed -31%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

59 → 53 → 51 → 56 → 64 new funds/Q
New funds entering each quarter: 53 → 51 → 56 → 64. A growing number of institutions are discovering SMPL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 11% 1-2yr ■ 24% new
Of 278 current holders: 179 (64%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
49 of 273 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SMPL

In 2026 Q1, 167 hedge funds were net buyers of SMPL (64 opened a new position, 103 added to an existing one), while 145 reduced or exited (85 trimmed, 60 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 34% of total institutional value in SMPL is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 273.

Hedge Fund Ownership: SMPL

How many hedge funds hold SMPL — quarterly history vs. share price
Quarterly hedge fund ownership of SMPL vs. share price

Market Analysis: SMPL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SMPL

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy SIMPLY GOOD FOODS CO (SMPL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SMPL has moved relative to its sector benchmark (XLP) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 71d ago
SMPL
-5.9%
XLP
+1.3%

SMPL outperformed XLP by -7.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 26d ago
SMPL
+8.5%
XLP
-1.9%

Since the filing became public, SMPL outperformed XLP by +10.4% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

20 top-rated funds 0 high-conviction
Consensus
5.7
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: SMPL
272 + Investors

Track Smart Money conviction in SMPL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 272 269 1.12%
13F Shares 89M 87M 2.61%
Total Value $1.20B $1.73B -30.98%
New Positions 63 56 +7
Increased Positions 101 96 +5
Closed Positions 60 80 -20
Reduced Positions 84 96 -12
Total Calls 3 4 -25.0%
Total Puts 3 2 50.0%
PUT/CALL Ratio 1.0 0.5 Neutral

Statistics: SMPL

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

272 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SMPL. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of SMPL — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 KESTREL INVESTMENT MANAGEMENT CORP 2.21% 258,050 $3.7M
2 Villanova Investment Management Co LLC 2.08% 141,483 $2.0M
3 Bridgefront Capital, LLC 0.59% 164,282 $2.4M
4 SHAPIRO CAPITAL MANAGEMENT LLC 0.56% 628,065 $9.0M
5 River Road Asset Management, LLC 0.49% 2,999,314 $43.0M
6 Boston Trust Walden Corp 0.43% 3,635,464 $52.2M
7 CLARK ESTATES INC/NY 0.37% 107,500 $1.5M
8 Taproot Management LP 0.36% 132,567 $1.9M
9 CONNORS INVESTOR SERVICES INC 0.34% 256,771 $3.7M
10 OAKTREE CAPITAL MANAGEMENT LP 0.26% 1,128,889 $16.2M
11 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.23% 2,252,936 $32.3M
12 Edgestream Partners, L.P. 0.21% 446,670 $6.4M
13 WINTON GROUP Ltd 0.21% 416,258 $6.0M
14 iSAM Funds (UK) Ltd 0.20% 28,571 $410K
15 SEIZERT CAPITAL PARTNERS, LLC 0.20% 301,955 $4.3M
16 Ruffer LLP 0.18% 299,062 $4.3M
17 Nebula Research & Development LLC 0.15% 55,377 $1.7M
18 Aquatic Capital Management LLC 0.15% 355,426 $5.1M
19 Headlands Technologies LLC 0.14% 84,692 $1.2M
20 Cohen Capital Management, Inc. 0.13% 59,997 $861K
21 New Age Alpha Advisors, LLC 0.11% 167,037 $2.4M
22 EntryPoint Capital, LLC 0.10% 24,234 $348K
23 FULLER & THALER ASSET MANAGEMENT, INC. 0.09% 1,914,302 $27.5M
24 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.09% 1,910,640 $27.4M
25 TWINBEECH CAPITAL LP 0.09% 60,800 $872K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — SIMPLY GOOD FOODS CO (SMPL)

What does the Smart Money Trend signal show for SMPL?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SMPL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SMPL?

Slight buying edge — 54% buying: Last quarter: 167 funds bought or added vs 145 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SMPL holders?

Strong quality — 34% AUM from major funds: 49 of 273 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SMPL?

56% of holders stayed for 2+ years: 154 out of 273 hedge funds have held SMPL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy SIMPLY GOOD FOODS CO (SMPL) following the 2026 Q1 hedge fund 13F filings?

As of today, SMPL has moved +8.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.9% for the XLP sector ETF — an outperformance of +10.4%. Since the quarter end (March 31, 2026), SMPL has gained -5.9% vs +1.3% for XLP. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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