ScottsMiracle-Gro
361 hedge funds and large institutions have $3.16B invested in ScottsMiracle-Gro in 2018 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 125 increasing their positions, 106 reducing their positions, and 48 closing their positions.
40% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 48
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
18% more repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 106
5% more funds holding
Funds holding: 345 → 361 (+16)
0.73% less ownership
Funds ownership: 65.61% → 64.88% (-0.73%)
21% less capital invested
Capital invested by funds: $4B → $3.16B (-$844M)
59% less call options, than puts
Call options by funds: $10.4M | Put options by funds: $25.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$107M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$42.2M |
| 3 |
BM
Bridger Management
New York
|
+$32.7M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$18M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$13.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
TimesSquare Capital Management
New York
|
-$117M |
| 2 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$40.2M |
| 3 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$32.8M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$19.8M |
| 5 |
First Eagle Investment Management
New York
|
-$18.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCM
401
Mainstay Capital Management
Grand Blanc,
Michigan
| – | -$37K | -350 | Closed |
|
402
ClearBridge Investments
New York
| – | -$27K | -253 | Closed |
|
|
TG
403
TLP Group
Evanston,
Illinois
| – | -$11K | -100 | Closed |
|
|
BL
404
Balentine LLC
Atlanta,
Georgia
| – | -$7K | -61 | Closed |
|
|
SMG
405
Spectrum Management Group
Indianapolis,
Indiana
| – | -$5K | -50 | Closed |
|
|
IWP
406
Icon Wealth Partners
Houston,
Texas
| – | -$5K | -43 | Closed |
|
|
HIM
407
Hillsdale Investment Management
Toronto,
Ontario, Canada
| – | -$1K | -12 | Closed |
|
|
AC
408
Avestar Capital
New York
| – | +$857 | +9 | New |
|
SMG Hedge Fund Activity: Q1 2018 in Review
361 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q1 2018, worth a combined $3.16B — down 21% from $4B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new SMG positions and 48 closed out — a net gain of 19 holders — while 125 added to existing stakes and 106 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $107M. The largest seller was TimesSquare Capital Management, exiting entirely with an estimated $117M sold.
- 361 institutional investors held ScottsMiracle-Gro (SMG) as of Q1 2018, up from 345 in Q4 2017.
- Funds reported $3.16B of ScottsMiracle-Gro stock for Q1 2018, down 21% quarter-over-quarter.
- 67 funds opened new ScottsMiracle-Gro positions in Q1 2018 and 48 closed out, a net change of +19 holders.
- The largest ScottsMiracle-Gro buyer in Q1 2018 was Fidelity Investments, an estimated $107M added.
- The largest ScottsMiracle-Gro seller in Q1 2018 was TimesSquare Capital Management, an estimated $117M sold.
Based on aggregated 13F filings for Q1 2018.