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ScottsMiracle-Gro

246 hedge funds and large institutions have $2.75B invested in ScottsMiracle-Gro in 2014 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 96 increasing their positions, 80 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,489% more call options, than puts

Call options by funds: $38.3M | Put options by funds: $2.41M

56% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 27

20% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 80

5% more funds holding

Funds holding: 234246 (+12)

0.15% more ownership

Funds ownership: 72.29%72.44% (+0.15%)

1% less capital invested

Capital invested by funds: $2.79B → $2.75B (-$40.8M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
246
Holders Change
+12
Holders Change %
+5.13%
% of All Funds
7.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
42
Increased
96
Reduced
80
Closed
27
Calls
$38.3M
Puts
$2.41M
Net Calls
+$35.8M
Net Calls Change
+$33.8M
Name Holding Trade Value Shares
Change
Change in
Stake
RNS
226
Robert N. Shapiro
$34K +$59 +1 +0.2%
IGIM
227
I.G. Investment Management
Manitoba, Canada
$34K +$24.4K +411 +272%
LTFS
228
Ladenburg Thalmann Financial Services
Florida
$26K -$2.73K -46 -10%
VIA
229
Vantage Investment Advisors
Pennsylvania
$19K
Bessemer Group
230
Bessemer Group
New Jersey
$12K
WCBA
231
Weaver C. Barksdale & Associates
Tennessee
$12K +$534 +9 +5%
QBFM
232
QS Batterymarch Financial Management
New York
$12K +$11.3K +190 New
MCM
233
Manchester Capital Management
Vermont
$12K +$11.9K +200 New
M
234
MOTCO
Texas
$11K
GAM
235
Gemmer Asset Management
California
$7K +$6.95K +117 New
MFS
236
MSI Financial Services
Massachusetts
$5K
S
237
SignatureFD
Georgia
$5K
PTC
238
Private Trust Company
Ohio
$4K -$178 -3 -4%
Manulife (Manufacturers Life Insurance)
239
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.98K -$20.4K -344 -0.5%
EFSCE
240
Enterprise Financial Services Corp (EFSC)
Missouri
$3K
TWA
241
TCI Wealth Advisors
Arizona
$3K
CG
242
Colony Group
Massachusetts
$3K +$3.09K +52 New
CTC
243
Central Trust Company
Missouri
$3K +$3.33K +56 New
ACS
244
Archford Capital Strategies
Illinois
$2.76K +$2.67K +45 New
FCCM
245
First City Capital Management
Georgia
$1.23K +$1.19K +20 New
BPBT
246
Boston Private Bank & Trust
Massachusetts
$1K +$1.25K +21 New
Walleye Trading
247
Walleye Trading
New York
$834 +$578K +9,728 +250%
IFP
248
Independent Franchise Partners
United Kingdom
-$116M -1,869,163 Closed
LI
249
LMCG Investments
Massachusetts
-$32.7M -524,804 Closed
Two Sigma Investments
250
Two Sigma Investments
New York
-$12.7M -203,812 Closed

SMG Hedge Fund Activity: Q1 2014 in Review

246 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q1 2014, worth a combined $2.75B — down 1.5% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SMG positions and 27 closed out — a net gain of 15 holders — while 96 added to existing stakes and 80 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $76.9M. The largest seller was Independent Franchise Partners, exiting entirely with an estimated $116M sold.

  • 246 institutional investors held ScottsMiracle-Gro (SMG) as of Q1 2014, up from 234 in Q4 2013.
  • Funds reported $2.75B of ScottsMiracle-Gro stock for Q1 2014, down 1.5% quarter-over-quarter.
  • 42 funds opened new ScottsMiracle-Gro positions in Q1 2014 and 27 closed out, a net change of +15 holders.
  • The largest ScottsMiracle-Gro buyer in Q1 2014 was Bank of New York Mellon, an estimated $76.9M added.
  • The largest ScottsMiracle-Gro seller in Q1 2014 was Independent Franchise Partners, an estimated $116M sold.

Based on aggregated 13F filings for Q1 2014.