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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
BFEC
326
Benjamin F. Edwards & Company
Missouri
$32K +$13.2K +120 +63%
SIC
327
Salem Investment Counselors
North Carolina
$31K
EW
328
Evoke Wealth
California
$30.7K -$145K -1,317 -81%
APA
329
American Portfolios Advisors
New York
$30.2K -$6.82K -62 -17%
FRA
330
Front Row Advisors
California
$29K
WEC
331
Winslow Evans & Crocker
Massachusetts
$28K -$35.2K -320 -55%
WT
332
Whittier Trust
California
$28K
Toronto Dominion Bank
333
Toronto Dominion Bank
Ontario, Canada
$27K +$29.1K +265 New
Rockefeller Capital Management
334
Rockefeller Capital Management
New York
$25K +$21.6K +196 +392%
CAN
335
Claraphi Advisory Network
United States
$24K +$26.3K +239 New
Lazard Asset Management
336
Lazard Asset Management
New York
$23K -$3.79M -34,430 -99%
SL
337
Savior LLC
Massachusetts
$21K
CFG
338
Capstone Financial Group
Oklahoma
$21K +$110 +1 +0.5%
EWP
339
Engrave Wealth Partners
Texas
$20K
Fuller & Thaler Asset Management
340
Fuller & Thaler Asset Management
California
$20K
IFAM
341
Institutional & Family Asset Management
Colorado
$20K
JWA
342
JFS Wealth Advisors
Pennsylvania
$20K
TC
343
Trust Company
Kansas
$20K
EIP
344
Ellis Investment Partners
Pennsylvania
$20K +$110 +1 +0.5%
LWM
345
Liberty Wealth Management
California
$18K -$990 -9 -5%
IA
346
IFP Advisors
Florida
$17K -$57K -518 -76%
OPS
347
Orion Portfolio Solutions
Nebraska
$17K
VCP
348
Verus Capital Partners
Arizona
$16K +$110 +1 +0.7%
GT
349
Glenmede Trust
Pennsylvania
$15K
TL
350
TrueWealth LLC
Georgia
$14K

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.