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
Creative Planning
276
Creative Planning
Kansas
$133K +$15.1K +168 +14%
WIM
277
Westside Investment Management
California
$133K +$128K +1,425 New
GHCM
278
Glen Harbor Capital Management
California
$130K +$122K +1,360 New
BC
279
Bartlett & Co
Ohio
$96K
GT
280
Glenmede Trust
Pennsylvania
$77K +$9.06K +101 +14%
HFM
281
Harvest Fund Management
China
$76K +$71.5K +797 New
First Manhattan
282
First Manhattan
New York
$72K
TDC
283
Thompson Davis & Co
Virginia
$53K -$1.26K -14 -2%
MFS
284
MSI Financial Services
Massachusetts
$49K +$42.5K +474 +1,281%
AIL
285
AGF Investments LLC
Ontario, Canada
$45K +$42.2K +470 New
AA
286
Ancora Advisors
Ohio
$39K +$36.5K +407 New
Carson Wealth (CWM LLC)
287
Carson Wealth (CWM LLC)
Nebraska
$32K
JWA
288
JFS Wealth Advisors
Pennsylvania
$31K
VIA
289
Vantage Investment Advisors
Pennsylvania
$30K
TRCT
290
Tower Research Capital (TRC)
New York
$29K -$129K -1,436 -83%
VCM
291
Versant Capital Management
Arizona
$27K
MA
292
MUFG Americas
New York
$26K -$198K -2,209 -89%
Nomura Asset Management
293
Nomura Asset Management
Japan
$25K +$23.3K +260 New
IA
294
IFP Advisors
Florida
$24K +$3.14K +35 +16%
ClearBridge Investments
295
ClearBridge Investments
New York
$24K +$22.7K +253 New
BTIS
296
BB&T Investment Services
North Carolina
$22K +$21.3K +237 New
Lazard Asset Management
297
Lazard Asset Management
New York
$22K +$21.3K +237 New
Fuller & Thaler Asset Management
298
Fuller & Thaler Asset Management
California
$19K
FIB
299
First Interstate Bank
Montana
$19K +$17.9K +200 New
NFG
300
Next Financial Group
Texas
$19K +$17.9K +200 New

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.