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ScottsMiracle-Gro
SMG

345 hedge funds and large institutions have $4B invested in ScottsMiracle-Gro in 2017 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 107 increasing their positions, 117 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 44

7% more funds holding

Funds holding: 322 → 345 (+23)

2% more capital invested

Capital invested by funds: $3.92B → $4B (+$85.7M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

9% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 117

3.3% less ownership

Funds ownership: 68.91% → 65.61% (-3.3%)

32% less call options, than puts

Call options by funds: $6.5M | Put options by funds: $9.55M

Holders
345
Holders Change
+23
Holders Change %
+7.14%
% of All Funds
7.82%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
69
Increased
107
Reduced
117
Closed
44
Calls
$6.5M
Puts
$9.55M
Net Calls
-$3.05M
Net Calls Change
-$4.15M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$23M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$19.4M
3
Invesco
Invesco
Georgia
+$13.4M
4
LCM
Landscape Capital Management
New Jersey
+$12.4M
5
TCM
TimesSquare Capital Management
New York
+$11M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$116M
2
First Eagle Investment Management
First Eagle Investment Management
New York
-$73.3M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$63.9M
4
Bank of America
Bank of America
North Carolina
-$21.6M
5
Renaissance Technologies
Renaissance Technologies
New York
-$18.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
326
TCI Wealth Advisors
Arizona
$5K – – –
IWP
327
Icon Wealth Partners
Texas
$5K +$4.3K +43 New
HCC
328
Hirtle Callaghan & Co
Pennsylvania
$5K +$4.5K +45 New
GI
329
Gradient Investments
Minnesota
$4K +$4K +40 New
TL
330
TrueWealth LLC
Georgia
$4K +$4K +40 New
SIS
331
Sound Income Strategies
Florida
$4K +$5K +50 New
CHC
332
City Holding Co
West Virginia
$3K – – –
ST
333
Smithfield Trust
Pennsylvania
$3K +$2.5K +25 New
CCM
334
Cribstone Capital Management
Maine
$3K +$2.7K +27 New
PMFA
335
Plante Moran Financial Advisors
Michigan
$2K – – –
PCP
336
Proficio Capital Partners
Massachusetts
$2K – – –
BWM
337
Baystate Wealth Management
Massachusetts
$2K +$1.5K +15 New
HI
338
Hudock Inc
Pennsylvania
$2K +$2K +20 New
EFSCE
339
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
HIM
340
Hillsdale Investment Management
Ontario, Canada
$1K – – –
LWCFA
341
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K – – –
QI
342
QS Investors
New York
$1K – – –
GWM
343
Geneos Wealth Management
Colorado
$1K +$999 +10 New
PCG
344
Private Capital Group
Connecticut
$5 +$4.7K +47 New
Barrow, Hanley, Mewhinney & Strauss
345
Barrow, Hanley, Mewhinney & Strauss
Texas
– -$63.9M -656,324 Closed
NFA
346
Nationwide Fund Advisors
Ohio
– -$13.8M -141,493 Closed
AQR Capital Management
347
AQR Capital Management
Connecticut
– -$9.88M -101,488 Closed
Lazard Asset Management
348
Lazard Asset Management
New York
– -$8.18M -84,024 Closed
CWAM
349
Columbia Wanger Asset Management
Illinois
– -$7.03M -72,167 Closed
WG
350
Winton Group
United Kingdom
– -$5.95M -61,091 Closed
12 13
14
15 16

SMG Hedge Fund Activity: Q4 2017 in Review

345 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q4 2017, worth a combined $4B — up 2.2% from $3.92B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new SMG positions and 44 closed out — a net gain of 25 holders — while 107 added to existing stakes and 117 trimmed.

The largest buyer was Vanguard Group, adding an estimated $23M. The largest seller was Fidelity Investments, cutting an estimated $116M.

  • 345 institutional investors held ScottsMiracle-Gro (SMG) as of Q4 2017, up from 322 in Q3 2017.
  • Funds reported $4B of ScottsMiracle-Gro stock for Q4 2017, up 2.2% quarter-over-quarter.
  • 69 funds opened new ScottsMiracle-Gro positions in Q4 2017 and 44 closed out, a net change of +25 holders.
  • The largest ScottsMiracle-Gro buyer in Q4 2017 was Vanguard Group, an estimated $23M added.
  • The largest ScottsMiracle-Gro seller in Q4 2017 was Fidelity Investments, an estimated $116M sold.

Based on aggregated 13F filings for Q4 2017.