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ScottsMiracle-Gro

431 hedge funds and large institutions have $3.94B invested in ScottsMiracle-Gro in 2019 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 141 increasing their positions, 123 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $20.5M | Put options by funds: $12.8M

49% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 47

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

15% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 123

3% more funds holding

Funds holding: 418431 (+13)

3% more capital invested

Capital invested by funds: $3.82B → $3.94B (+$116M)

1.16% less ownership

Funds ownership: 67.53%66.36% (-1.2%)

Holders
431
Holders Change
+13
Holders Change %
+3.11%
% of All Funds
8.49%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
70
Increased
141
Reduced
123
Closed
47
Calls
$20.5M
Puts
$12.8M
Net Calls
+$7.62M
Net Calls Change
-$2.96M
Name Holding Trade Value Shares
Change
Change in
Stake
GEA
351
Glen Eagle Advisors
New Jersey
$21.2K -$13.3K -130 -39%
JWA
352
JFS Wealth Advisors
Pennsylvania
$21K -$12.9K -126 -39%
Fuller & Thaler Asset Management
353
Fuller & Thaler Asset Management
California
$21K
IFAM
354
Institutional & Family Asset Management
Colorado
$21K
TC
355
Trust Company
Kansas
$21K
EIP
356
Ellis Investment Partners
Pennsylvania
$21K +$205 +2 +1%
EWP
357
Engrave Wealth Partners
Texas
$21K +$20.5K +200 New
GDP
358
Great Diamond Partners
Maine
$21K +$20.5K +200 New
CFG
359
Capstone Financial Group
Oklahoma
$21K +$20.7K +202 New
BFEC
360
Benjamin F. Edwards & Company
Missouri
$20K +$102 +1 +0.5%
LWM
361
Liberty Wealth Management
California
$19K +$1.13K +11 +6%
FDCDDQ
362
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.6K -$40.1K -392 -69%
AWA
363
Arkadios Wealth Advisors
Georgia
$18K +$15.3K +150 New
OPS
364
Orion Portfolio Solutions
Nebraska
$18K +$17.4K +170 New
CCM
365
Covington Capital Management
California
$17K +$16.6K +162 New
NFG
366
Next Financial Group
Texas
$16K -$3.68K -36 -20%
RIA
367
Realta Investment Advisors
Delaware
$16K
VCP
368
Verus Capital Partners
Arizona
$16K +$15.6K +153 New
GT
369
Glenmede Trust
Pennsylvania
$15K -$20.4K -199 -58%
TL
370
TrueWealth LLC
Georgia
$15K
TFS
371
TrustCore Financial Services
Tennessee
$14K
VCM
372
Versant Capital Management
Arizona
$13K -$2.76K -27 -17%
TFO
373
Tarbox Family Office
California
$13K
HIA
374
Harbor Investment Advisory
Maryland
$13K +$12.3K +120 New
NSIM
375
North Star Investment Management
Illinois
$13K +$12.8K +125 New

SMG Hedge Fund Activity: Q4 2019 in Review

431 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q4 2019, worth a combined $3.94B — up 3% from $3.82B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new SMG positions and 47 closed out — a net gain of 23 holders — while 141 added to existing stakes and 123 trimmed.

The largest buyer was Los Angeles Capital Management, adding an estimated $50.4M. The largest seller was Fidelity Investments, cutting an estimated $64.9M.

  • 431 institutional investors held ScottsMiracle-Gro (SMG) as of Q4 2019, up from 418 in Q3 2019.
  • Funds reported $3.94B of ScottsMiracle-Gro stock for Q4 2019, up 3% quarter-over-quarter.
  • 70 funds opened new ScottsMiracle-Gro positions in Q4 2019 and 47 closed out, a net change of +23 holders.
  • The largest ScottsMiracle-Gro buyer in Q4 2019 was Los Angeles Capital Management, an estimated $50.4M added.
  • The largest ScottsMiracle-Gro seller in Q4 2019 was Fidelity Investments, an estimated $64.9M sold.

Based on aggregated 13F filings for Q4 2019.