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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
GSWM
351
Golden State Wealth Management
California
$14K +$15.5K +141 New
NSIM
352
North Star Investment Management
Illinois
$13K
TFO
353
Tarbox Family Office
California
$13K
VCM
354
Versant Capital Management
Arizona
$13K +$550 +5 +4%
GAM
355
Gemmer Asset Management
California
$12K
FCB
356
First Command Bank
Texas
$11K
FCFS
357
First Command Financial Services
Texas
$11K
WQ
358
Wealth Quarterback
New Jersey
$10.3K +$11.1K +101 New
FP
359
Financial Perspectives
Minnesota
$10.2K
ICM
360
Islay Capital Management
Texas
$10K -$84.1K -765 -88%
WAP
361
Wealthcare Advisory Partners
Pennsylvania
$10K -$22K -200 -67%
CFA
362
Carroll Financial Associates
North Carolina
$10K
IRC
363
Investors Research Corp
Georgia
$10K
LS
364
Leelyn Smith
Illinois
$10K
S
365
SignatureFD
Georgia
$10K +$2.75K +25 +34%
CFG
366
Citizens Financial Group
Rhode Island
$9K
BCA
367
Berman Capital Advisors
Georgia
$9K +$1.54K +14 +18%
AA
368
Ancora Advisors
Ohio
$8K
SIS
369
Sound Income Strategies
Florida
$8K +$3.08K +28 +56%
SPIA
370
Steward Partners Investment Advisory
New York
$7K -$2.75K -25 -25%
CFD
371
Creative Financial Designs
Indiana
$7K
MAM
372
Meeder Asset Management
Ohio
$7K
LSA
373
Lion Street Advisors
Texas
$7K +$7.92K +72 New
PGAM
374
Princeton Global Asset Management
New Jersey
$6K
SSB
375
Sandy Spring Bank
Maryland
$6K +$6.16K +56 New

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.