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ScottsMiracle-Gro
SMG

418 hedge funds and large institutions have $3.82B invested in ScottsMiracle-Gro in 2019 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 138 increasing their positions, 115 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 35

56% more call options, than puts

Call options by funds: $29.5M | Put options by funds: $18.9M

20% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 115

9% more funds holding

Funds holding: 382 → 418 (+36)

4% more capital invested

Capital invested by funds: $3.67B → $3.82B (+$154M)

0.51% more ownership

Funds ownership: 67.01% → 67.53% (+0.51%)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
418
Holders Change
+36
Holders Change %
+9.42%
% of All Funds
9.16%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
74
Increased
138
Reduced
115
Closed
35
Calls
$29.5M
Puts
$18.9M
Net Calls
+$10.6M
Net Calls Change
+$18.5M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$60.1M
2
Renaissance Technologies
Renaissance Technologies
New York
+$29.6M
3
Los Angeles Capital Management
Los Angeles Capital Management
California
+$19.8M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$15.9M
5
Prudential Financial
Prudential Financial
New Jersey
+$15.7M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$145M
2
First Eagle Investment Management
First Eagle Investment Management
New York
-$111M
3
Goldman Sachs
Goldman Sachs
New York
-$16.2M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$13.8M
5
Fidelity International
Fidelity International
Bermuda
-$9.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
IRC
376
Investors Research Corp
Georgia
$10K – – –
SIC
377
Salem Investment Counselors
North Carolina
$10K – – –
SPIA
378
Steward Partners Investment Advisory
New York
$10K – – –
CIA
379
CSat Investment Advisory
Michigan
$10K +$1.47K +14 +16%
Acadian Asset Management
380
Acadian Asset Management
Massachusetts
$10K +$10.1K +96 New
CFA
381
Carroll Financial Associates
North Carolina
$9K – – –
BCA
382
Berman Capital Advisors
Georgia
$8K -$419 -4 -5%
CAC
383
Certified Advisory Corp
Florida
$8K -$419 -4 -5%
MPWT
384
MassMutual Private Wealth & Trust
Connecticut
$8K – – –
S
385
SignatureFD
Georgia
$8K – – –
CFD
386
Creative Financial Designs
Indiana
$8K +$1.36K +13 +20%
AIL
387
AGF Investments LLC
Ontario, Canada
$8K +$3.56K +34 +81%
GRP
388
Global Retirement Partners
California
$6K -$1.57K -15 -19%
PGAM
389
Princeton Global Asset Management
New Jersey
$6K +$105 +1 +2%
FIB
390
First Interstate Bank
Montana
$5K – – –
JCM
391
Jacobi Capital Management
Pennsylvania
$5K – – –
LWA
392
Lenox Wealth Advisors
New York
$5K – – –
SIS
393
Sound Income Strategies
Florida
$5K – – –
AIC
394
Ameritas Investment Company
Nebraska
$5K +$4.71K +45 New
SWM
395
Selective Wealth Management
Virginia
$5K +$4.82K +46 New
BRC
396
Bell Rock Capital
Delaware
$4K – – –
TWA
397
TCI Wealth Advisors
Arizona
$4K – – –
PA
398
Parallel Advisors
California
$4K +$3.77K +36 New
KFS
399
Kelly Financial Services
Massachusetts
$3.36K – – –
FGAM
400
Financial Gravity Asset Management
Texas
$3K – – –
14 15
16
17 18

SMG Hedge Fund Activity: Q3 2019 in Review

418 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q3 2019, worth a combined $3.82B — up 4.2% from $3.67B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SMG positions and 35 closed out — a net gain of 39 holders — while 138 added to existing stakes and 115 trimmed.

The largest buyer was Vanguard Group, adding an estimated $60.1M. The largest seller was Fidelity Investments, cutting an estimated $145M.

  • 418 institutional investors held ScottsMiracle-Gro (SMG) as of Q3 2019, up from 382 in Q2 2019.
  • Funds reported $3.82B of ScottsMiracle-Gro stock for Q3 2019, up 4.2% quarter-over-quarter.
  • 74 funds opened new ScottsMiracle-Gro positions in Q3 2019 and 35 closed out, a net change of +39 holders.
  • The largest ScottsMiracle-Gro buyer in Q3 2019 was Vanguard Group, an estimated $60.1M added.
  • The largest ScottsMiracle-Gro seller in Q3 2019 was Fidelity Investments, an estimated $145M sold.

Based on aggregated 13F filings for Q3 2019.