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
CF
301
CenterStar Fund
Illinois
$18K
EF
302
Empirical Finance
Pennsylvania
$15K +$13.5K +150 New
ACS
303
Archford Capital Strategies
Illinois
$14K +$10.8K +120 +343%
WCBA
304
Weaver C. Barksdale & Associates
Tennessee
$13K -$1.17K -13 -9%
WAM
305
Wealthspire Advisors (Maryland)
Maryland
$13K
PSUF
306
People's United Financial
Connecticut
$12K -$4.48K -50 -29%
PFBT
307
Parkside Financial Bank & Trust
Missouri
$12K
ZB
308
Zions Bancorporation
Utah
$11K -$1.34K -15 -11%
GAM
309
Gemmer Asset Management
California
$11K
LNB
310
Ledyard National Bank
$10K +$8.97K +100 New
Bessemer Group
311
Bessemer Group
New Jersey
$9K -$7.35K -82 -47%
BFEC
312
Benjamin F. Edwards & Company
Missouri
$9K
CHP
313
Cable Hill Partners
Oregon
$9K +$8.07K +90 New
Acadian Asset Management
314
Acadian Asset Management
Massachusetts
$9K +$8.61K +96 New
FPFS
315
First Personal Financial Services
North Carolina
$7K
AIS
316
Accurate Investment Solutions
Pennsylvania
$7K +$6.64K +74 New
KT
317
Kanaly Trust
Texas
$6K
IP
318
Intellectus Partners
California
$6K +$6.01K +67 New
GRP
319
Global Retirement Partners
California
$5K +$4.75K +53 New
IWA
320
IBEX Wealth Advisors
New Jersey
$5K +$5.11K +57 New
TWA
321
TCI Wealth Advisors
Arizona
$4K
Northwestern Mutual Wealth Management
322
Northwestern Mutual Wealth Management
Wisconsin
$4K +$3.41K +38 New
SPIA
323
Steward Partners Investment Advisory
New York
$4K +$4.3K +48 New
CFG
324
Citizens Financial Group
Rhode Island
$3K -$1.88K -21 -38%
VNA
325
Valley National Advisers
Pennsylvania
$3K

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.