Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Simply Good Foods Co (SMPL)

296 + 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
↑ +23
Streak
2Q ▲
Buyers last Q
56%

Smart Money Signals — SMPL

Based on 298 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
298 hedge funds hold SMPL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
12 fewer hedge funds hold SMPL compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 56% buying

178 buying142 selling
Last quarter: 178 funds bought or added vs 142 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 (+13 vs last Q)

new funds entering per quarter
Funds opening a new SMPL position: 51 → 56 → 64 → 77. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 17% medium ■ 29% new
160 out of 298 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.
📈

Growing discovery — still being found

54 → 51 → 56 → 64 → 77 new funds/Q
New funds entering each quarter: 51 → 56 → 64 → 77. A growing number of institutions are discovering SMPL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 61% veterans vs 28% newcomers

■ 61% veterans ■ 12% 1-2yr ■ 28% new
Entry-cohort mix of 304 holders: 185 (61%) are 2+ year veterans, 35 entered 1–2 years ago, and 84 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
52 of 298 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in SMPL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 Q2, 178 hedge funds were net buyers of SMPL (77 opened a new position, 101 added to an existing one), while 142 reduced or exited (88 trimmed, 54 sold completely) — a 56% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 58% of total institutional value in SMPL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +23 funds (more new holders than closures). Total institutional holders: 298.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 0 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: SMPL
296 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 296 275 7.64%
13F Shares 86M 90M -5.0%
Total Value $1.06B $1.24B -14.32%
New Positions 77 64 +13
Increased Positions 98 102 -4
Closed Positions 56 58 -2
Reduced Positions 86 85 +1
Total Calls 2 3 -33.33%
Total Puts 4 3 33.33%
PUT/CALL Ratio 2.0 1.0 Bearish

Statistics: SMPL

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Institutional Holders (2026 Q2)

296 + 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 SMPL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Villanova Investment Management Co LLC 2.08% 164,673 $2.2M
2 Kestrel Investment Management Corp 1.87% 258,050 $3.4M
3 Leibman Financial Services, Inc. 1.79% 202,479 $2.7M
4 VARCOV Co. 0.99% 195,369 $2.6M
5 Clark Estates Inc/Ny 0.49% 160,000 $2.1M
6 River Road Asset Management, LLC 0.38% 2,577,795 $34.2M
7 EntryPoint Capital, LLC 0.33% 13,561 $490K
8 Edgestream Partners, L.P. 0.22% 570,207 $7.6M
9 Oaktree Capital Management LP 0.22% 1,203,889 $16.0M
10 Silvercrest Asset Management Group LLC 0.22% 2,535,192 $33.7M
11 Boston Trust Walden Corp 0.18% 1,787,765 $23.7M
12 Seizert Capital Partners, LLC 0.18% 327,593 $4.4M
13 Aquatic Capital Management LLC 0.14% 303,592 $4.0M
14 Campbell & CO Investment Adviser LLC 0.13% 191,145 $2.5M
15 Bayforest Capital Ltd 0.12% 10,110 $134K
16 Drive Wealth Management, LLC 0.12% 48,731 $647K
17 Headlands Technologies LLC 0.11% 76,179 $1.0M
18 WINTON GROUP Ltd 0.09% 202,150 $2.7M
19 Aigen Investment Management, LP 0.08% 21,984 $292K
20 CastleKnight Management LP 0.07% 391,500 $5.2M
21 Fox Run Management, L.L.C. 0.06% 29,454 $391K
22 Blueshift Asset Management, LLC 0.06% 19,538 $259K
23 Quantbot Technologies LP 0.06% 106,194 $1.4M
24 Norden Group LLC 0.05% 45,231 $601K
25 Hotchkis & Wiley Capital Management LLC 0.05% 1,204,250 $16.0M
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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 56% buying: Last quarter: 178 funds bought or added vs 142 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?

Elite ownership — 58% AUM from top-100 funds: 52 of 298 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in SMPL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SMPL?

54% of holders stayed for 2+ years: 160 out of 298 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.

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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