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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: 4 β†’ 5 (+1)

15% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 123

3% more funds holding

Funds holding: 418 β†’ 431 (+13)

3% more capital invested

Capital invested by funds: $3.82B β†’ $3.94B (+$116M)

1.16% less ownership

Funds ownership: 67.53% β†’ 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
Rockefeller Capital Management
401
Rockefeller Capital Management
New York
$5K +$5.11K +50 New
BRC
402
Bell Rock Capital
Delaware
$4K – – –
FGAM
403
Financial Gravity Asset Management
Texas
$4K – – –
FHA
404
Flagship Harbor Advisors
Massachusetts
$4K – – –
PA
405
Parallel Advisors
California
$4K – – –
KFS
406
Kelly Financial Services
Massachusetts
$3.5K – – –
CAC
407
Certified Advisory Corp
Florida
$3K -$5.11K -50 -63%
WAS
408
Winch Advisory Services
Wisconsin
$3K – – –
MF
409
Manchester Financial
California
$3K +$3.07K +30 New
CAW
410
Cornerstone Advisors (Washington)
Washington
$2K – – –
FFC
411
First Financial Corp
Indiana
$2K – – –
LC
412
Lindbrook Capital
California
$2K – – –
SIAP
413
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2K – – –
CFB
414
Cullen/Frost Bankers
Texas
$2K +$1.64K +16 New
BWM
415
BerganKDV Wealth Management
Minnesota
$2K +$1.94K +19 New
SMFS
416
Squar Milner Financial Services
California
$2K +$2.56K +25 New
AC
417
Asio Capital
Kentucky
$1.56K +$1.5M +14,660 New
CHC
418
City Holding Co
West Virginia
$1K – – –
EI
419
Ellevest Inc
New York
$1K – – –
HI
420
Hudock Inc
Pennsylvania
$1K – – –
LWCFA
421
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K – – –
TFA
422
Toth Financial Advisory
Virginia
$1K – – –
VFA
423
Valeo Financial Advisors
Indiana
$1K – – –
WFMPM
424
Woodley Farra Manion Portfolio Management
Indiana
$1K +$511 +5 New
RMAM
425
Raab & Moskowitz Asset Management
New Jersey
$1K +$1.74K +17 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 β€” up 3% from $3.82B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new SMG positions and 47 closed out β€” a net gain of 23 holders β€” 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.