We are live on ! Find out more
SMG icon

ScottsMiracle-Gro

332 hedge funds and large institutions have $4.05B invested in ScottsMiracle-Gro in 2016 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 88 increasing their positions, 132 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more call options, than puts

Call options by funds: $42.4M | Put options by funds: $11.8M

165% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 26

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

14% more capital invested

Capital invested by funds: $3.55B → $4.05B (+$505M)

13% more funds holding

Funds holding: 295332 (+37)

0.05% more ownership

Funds ownership: 70.73%70.78% (+0.05%)

33% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 132

Holders
332
Holders Change
+37
Holders Change %
+12.54%
% of All Funds
8.3%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
69
Increased
88
Reduced
132
Closed
26
Calls
$42.4M
Puts
$11.8M
Net Calls
+$30.6M
Net Calls Change
+$6.06M
Name Holding Trade Value Shares
Change
Change in
Stake
OCG
226
Opus Capital Group
Ohio
$460K +$181K +2,013 +72%
GCP
227
GSA Capital Partners
United Kingdom
$450K +$422K +4,706 New
COI
228
Connable Office Inc
Michigan
$421K -$47.5K -530 -11%
HK
229
Horizon Kinetics
New York
$419K -$58.7K -654 -13%
TW
230
Transform Wealth
Colorado
$416K +$40.4K +450 +12%
SCM
231
Shelton Capital Management
Colorado
$414K
GCA
232
Gideon Capital Advisors
New York
$406K +$380K +4,240 New
TI
233
Trexquant Investment
Connecticut
$401K -$119K -1,327 -24%
SEI Investments
234
SEI Investments
Pennsylvania
$401K -$71.4K -796 -16%
PMG
235
ProVise Management Group
Florida
$394K -$35.5K -396 -9%
BC
236
Burney Company
Virginia
$385K
PWM
237
Perigon Wealth Management
California
$368K
SG Americas Securities
238
SG Americas Securities
New York
$355K -$250K -2,783 -43%
AI
239
Atria Investments
North Carolina
$351K -$186K -2,074 -36%
AG
240
Advisor Group
Arizona
$348K +$70.2K +783 +27%
IRF
241
IBM Retirement Fund
New York
$345K -$58K -647 -15%
Teacher Retirement System of Texas
242
Teacher Retirement System of Texas
Texas
$344K -$124K -1,387 -28%
CIBC World Market
243
CIBC World Market
Ontario, Canada
$330K +$310K +3,452 New
SS
244
Simplicity Solutions
Minnesota
$316K +$297K +3,310 New
LTFS
245
Ladenburg Thalmann Financial Services
Florida
$313K +$228K +2,537 +337%
BBI
246
Baxter Bros Inc
Connecticut
$310K -$80.7K -900 -22%
NIS
247
National Investment Services
Wisconsin
$309K -$14.2K -158 -5%
HNB
248
Huntington National Bank
Ohio
$300K -$4.48K -50 -2%
LIA
249
LS Investment Advisors
Michigan
$296K +$16.6K +185 +6%
CWM
250
Confluence Wealth Management
Oregon
$295K -$27K -301 -9%

SMG Hedge Fund Activity: Q4 2016 in Review

332 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q4 2016, worth a combined $4.05B — up 14% from $3.55B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new SMG positions and 26 closed out — a net gain of 43 holders — while 88 added to existing stakes and 132 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $345M. The largest seller was First Eagle Investment Management, cutting an estimated $181M.

  • 332 institutional investors held ScottsMiracle-Gro (SMG) as of Q4 2016, up from 295 in Q3 2016.
  • Funds reported $4.05B of ScottsMiracle-Gro stock for Q4 2016, up 14% quarter-over-quarter.
  • 69 funds opened new ScottsMiracle-Gro positions in Q4 2016 and 26 closed out, a net change of +43 holders.
  • The largest ScottsMiracle-Gro buyer in Q4 2016 was Fidelity Investments, an estimated $345M added.
  • The largest ScottsMiracle-Gro seller in Q4 2016 was First Eagle Investment Management, an estimated $181M sold.

Based on aggregated 13F filings for Q4 2016.