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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
JCM
376
Jacobi Capital Management
Pennsylvania
$5K
LWA
377
Lenox Wealth Advisors
New York
$5K
SWM
378
Selective Wealth Management
Virginia
$5K
GEA
379
Glen Eagle Advisors
New Jersey
$4.1K -$17.6K -160 -80%
NFG
380
Next Financial Group
Texas
$4K -$11.4K -104 -71%
FHA
381
Flagship Harbor Advisors
Massachusetts
$4K
PA
382
Parallel Advisors
California
$4K +$990 +9 +25%
CAW
383
Cornerstone Advisors (Washington)
Washington
$4K +$1.98K +18 +90%
MWM
384
MBE Wealth Management
Wisconsin
$4K +$4.4K +40 New
FA
385
Forefront Analytics
Pennsylvania
$3.17K +$3.41K +31 New
AIC
386
Ameritas Investment Company
Nebraska
$3K -$2.42K -22 -43%
GRP
387
Global Retirement Partners
California
$3K -$2.2K -20 -38%
TWA
388
TCI Wealth Advisors
Arizona
$3K -$1.43K -13 -30%
CAC
389
Certified Advisory Corp
Florida
$3K
MF
390
Manchester Financial
California
$3K
KFI
391
Key Financial Inc
Pennsylvania
$3K +$2.75K +25 New
KFS
392
Kelly Financial Services
Massachusetts
$2.15K -$1.32K -12 -36%
MPWT
393
MassMutual Private Wealth & Trust
Connecticut
$2K -$6.93K -63 -77%
BWM
394
BerganKDV Wealth Management
Minnesota
$2K
FFC
395
First Financial Corp
Indiana
$2K
LC
396
Lindbrook Capital
California
$2K
SIAP
397
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2K
SMFS
398
Squar Milner Financial Services
California
$1K -$1.32K -12 -48%
CHC
399
City Holding Co
West Virginia
$1K
HI
400
Hudock Inc
Pennsylvania
$1K

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.