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ScottsMiracle-Gro

322 hedge funds and large institutions have $3.92B invested in ScottsMiracle-Gro in 2017 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 111 increasing their positions, 123 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $10.7M | Put options by funds: $9.61M

7% more capital invested

Capital invested by funds: $3.67B → $3.92B (+$249M)

0.07% more ownership

Funds ownership: 68.85%68.91% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 38

1% less funds holding

Funds holding: 325322 (-3)

10% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 123

Holders
322
Holders Change
-3
Holders Change %
-0.92%
% of All Funds
8.03%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
38
Increased
111
Reduced
123
Closed
38
Calls
$10.7M
Puts
$9.61M
Net Calls
+$1.09M
Net Calls Change
+$4.41M
Name Holding Trade Value Shares
Change
Change in
Stake
HMS
276
Hanseatic Management Services
New Mexico
$41K +$15K +158 +60%
RE
277
RBC Europe
United Kingdom
$41K +$39.9K +421 New
Carson Wealth (CWM LLC)
278
Carson Wealth (CWM LLC)
Nebraska
$37K +$4.64K +49 +15%
OSAM
279
O'Shaughnessy Asset Management
Connecticut
$33K +$32K +338 New
JWA
280
JFS Wealth Advisors
Pennsylvania
$32K
Northwestern Mutual Wealth Management
281
Northwestern Mutual Wealth Management
Wisconsin
$31K +$7.87K +83 +35%
VIA
282
Vantage Investment Advisors
Pennsylvania
$30K
CPIG
283
Chicago Partners Investment Group
Illinois
$26K +$25.7K +271 New
ClearBridge Investments
284
ClearBridge Investments
New York
$25K
SIAS
285
Shine Investment Advisory Services
Colorado
$24K
NFG
286
Next Financial Group
Texas
$22K -$4.46K -47 -18%
VCM
287
Versant Capital Management
Arizona
$21K -$1.23K -13 -5%
FIB
288
First Interstate Bank
Montana
$19K
Fuller & Thaler Asset Management
289
Fuller & Thaler Asset Management
California
$19K
HT
290
Heritage Trust
Oklahoma
$19K
PA
291
Parallel Advisors
California
$19K
MA
292
MUFG Americas
New York
$17K -$13.5K -142 -45%
WCBA
293
Weaver C. Barksdale & Associates
Tennessee
$16K -$663 -7 -4%
WAM
294
Wealthspire Advisors (Maryland)
Maryland
$16K +$2.75K +29 +21%
CFA
295
Camarda Financial Advisors
Florida
$15K
CG
296
Cutler Group
California
$12K -$175K -1,850 -93%
BTIS
297
BB&T Investment Services
North Carolina
$11K -$27.6K -291 -72%
GAM
298
Gemmer Asset Management
California
$11K
TG
299
TLP Group
Illinois
$11K +$11K +116 New
ZB
300
Zions Bancorporation
Utah
$11K +$11.2K +118 New

SMG Hedge Fund Activity: Q3 2017 in Review

322 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q3 2017, worth a combined $3.92B — up 6.8% from $3.67B a quarter earlier.

Fund positioning in SMG was balanced in Q3 2017: 38 funds opened new positions, 38 closed out, 111 added to existing stakes and 123 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $34.6M. The largest seller was Sterling Capital Management, cutting an estimated $41M.

  • 322 institutional investors held ScottsMiracle-Gro (SMG) as of Q3 2017, down from 325 in Q2 2017.
  • Funds reported $3.92B of ScottsMiracle-Gro stock for Q3 2017, up 6.8% quarter-over-quarter.
  • 38 funds opened new ScottsMiracle-Gro positions in Q3 2017 and 38 closed out, a net change of 0 holders.
  • The largest ScottsMiracle-Gro buyer in Q3 2017 was Fidelity Investments, an estimated $34.6M added.
  • The largest ScottsMiracle-Gro seller in Q3 2017 was Sterling Capital Management, an estimated $41M sold.

Based on aggregated 13F filings for Q3 2017.