We are live on ! Find out more
SMG icon

ScottsMiracle-Gro

412 hedge funds and large institutions have $3.63B invested in ScottsMiracle-Gro in 2020 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 121 increasing their positions, 146 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

29% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $9.64M

2.58% less ownership

Funds ownership: 66.36%63.78% (-2.6%)

4% less funds holding

Funds holding: 431412 (-19)

8% less capital invested

Capital invested by funds: $3.94B → $3.63B (-$304M)

17% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 146

22% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 72

Holders
412
Holders Change
-19
Holders Change %
-4.41%
% of All Funds
9.08%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.22%
New
56
Increased
121
Reduced
146
Closed
72
Calls
$12.4M
Puts
$9.64M
Net Calls
+$2.79M
Net Calls Change
-$4.83M
Name Holding Trade Value Shares
Change
Change in
Stake
SNT
301
Security National Trust
West Virginia
$82K
OSAM
302
O'Shaughnessy Asset Management
Connecticut
$80K -$1.98K -18 -2%
Bessemer Group
303
Bessemer Group
New Jersey
$80K +$86.3K +785 New
First Manhattan
304
First Manhattan
New York
$77K
QCG
305
Quadrant Capital Group
Ohio
$72K +$24.5K +223 +47%
WT
306
Washington Trust
Rhode Island
$72K +$77K +700 New
CBT
307
Capital Bank & Trust
California
$67K
SBL
308
Sargent Bickham Lagudis
Colorado
$61K +$66K +600 New
CA
309
Clearstead Advisors
Ohio
$57K +$60.9K +554 New
CFGS
310
Concourse Financial Group Securities
Alabama
$54K +$2.86K +26 +5%
SDIC
311
South Dakota Investment Council
South Dakota
$53K -$423K -3,848 -88%
Walleye Trading
312
Walleye Trading
New York
$53K -$230K -2,090 -80%
BFC
313
Bedel Financial Consulting
Indiana
$53K +$220 +2 +0.4%
SFS
314
Sowell Financial Services
Arkansas
$49K +$12.9K +117 +33%
RMC
315
Resources Management Corp
Connecticut
$49K +$52.2K +475 New
GAM
316
GQ Asset Management
New York
$43K +$46.3K +421 New
BC
317
Bartlett & Co
Ohio
$41K +$44K +400 New
BCWM
318
Bartlett & Co Wealth Management
Ohio
$41K
KBC Group
319
KBC Group
Belgium
$40K -$718K -6,524 -94%
SIAS
320
Shine Investment Advisory Services
Colorado
$37K
SWA
321
Sutton Wealth Advisors
Florida
$36.9K
HIA
322
Harbor Investment Advisory
Maryland
$36K +$25.4K +231 +193%
KTC
323
Kistler-Tiffany Companies
Pennsylvania
$35K
ZB
324
Zions Bancorporation
Utah
$34K
SAM
325
S.A. Mason
Michigan
$32K +$1.32K +12 +4%

SMG Hedge Fund Activity: Q1 2020 in Review

412 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q1 2020, worth a combined $3.63B — down 7.7% from $3.94B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of SMG and 56 opened new positions — a net loss of 16 holders — while 146 trimmed existing stakes and 121 added.

The largest buyer was Massachusetts Financial Services, adding an estimated $43.4M. The largest seller was Markel Group, exiting entirely with an estimated $44.8M sold.

  • 412 institutional investors held ScottsMiracle-Gro (SMG) as of Q1 2020, down from 431 in Q4 2019.
  • Funds reported $3.63B of ScottsMiracle-Gro stock for Q1 2020, down 7.7% quarter-over-quarter.
  • 56 funds opened new ScottsMiracle-Gro positions in Q1 2020 and 72 closed out, a net change of -16 holders.
  • The largest ScottsMiracle-Gro buyer in Q1 2020 was Massachusetts Financial Services, an estimated $43.4M added.
  • The largest ScottsMiracle-Gro seller in Q1 2020 was Markel Group, an estimated $44.8M sold.

Based on aggregated 13F filings for Q1 2020.