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ScottsMiracle-Gro

472 hedge funds and large institutions have $5.43B invested in ScottsMiracle-Gro in 2020 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 155 increasing their positions, 162 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

63% more call options, than puts

Call options by funds: $41.4M | Put options by funds: $25.3M

33% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 52

12% more capital invested

Capital invested by funds: $4.83B → $5.43B (+$597M)

3% more funds holding

Funds holding: 458472 (+14)

4% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 162

1.01% less ownership

Funds ownership: 64.73%63.72% (-1%)

Holders
472
Holders Change
+14
Holders Change %
+3.06%
% of All Funds
9.52%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.18%
New
69
Increased
155
Reduced
162
Closed
52
Calls
$41.4M
Puts
$25.3M
Net Calls
+$16M
Net Calls Change
-$6.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
401
Whittier Trust
California
$34K -$7.72K -50 -18%
CWC
402
Carolinas Wealth Consulting
North Carolina
$34K +$26.4K +171 +356%
QCG
403
Quadrant Capital Group
Ohio
$32K -$149K -967 -82%
EIP
404
Ellis Investment Partners
Pennsylvania
$32K +$1.08K +7 +3%
JWA
405
JFS Wealth Advisors
Pennsylvania
$31K
SL
406
Savior LLC
Massachusetts
$31K
TC
407
Trust Company
Kansas
$31K
Fuller & Thaler Asset Management
408
Fuller & Thaler Asset Management
California
$30K
LWM
409
Liberty Wealth Management
California
$27K +$1.08K +7 +4%
NNP
410
Nachman Norwood & Parrott
South Carolina
$26K +$26.7K +173 New
AIL
411
AGF Investments LLC
Ontario, Canada
$22K -$3.09K -20 -12%
GT
412
Glenmede Trust
Pennsylvania
$21K +$4.17K +27 +23%
S
413
SignatureFD
Georgia
$21K +$4.17K +27 +25%
NSIM
414
North Star Investment Management
Illinois
$19K
VCM
415
Versant Capital Management
Arizona
$19K
GAM
416
Gemmer Asset Management
California
$18K
IA
417
IFP Advisors
Florida
$17K -$129K -837 -89%
FAM
418
Fred Alger Management
New York
$16K +$16.1K +104 New
FP
419
Financial Perspectives
Minnesota
$15.3K
PFS
420
Prospera Financial Services
Texas
$15K -$1.12M -7,260 -99%
IFAM
421
Institutional & Family Asset Management
Colorado
$15K -$4.48K -29 -22%
LS
422
Leelyn Smith
Illinois
$15K
CFA
423
Carroll Financial Associates
North Carolina
$14K
FFA
424
Founders Financial Alliance
North Carolina
$13K +$13.8K +89 New
Rockefeller Capital Management
425
Rockefeller Capital Management
New York
$12K

SMG Hedge Fund Activity: Q3 2020 in Review

472 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q3 2020, worth a combined $5.43B — up 12% from $4.83B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new SMG positions and 52 closed out — a net gain of 17 holders — while 155 added to existing stakes and 162 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $102M. The largest seller was Los Angeles Capital Management, cutting an estimated $51.3M.

  • 472 institutional investors held ScottsMiracle-Gro (SMG) as of Q3 2020, up from 458 in Q2 2020.
  • Funds reported $5.43B of ScottsMiracle-Gro stock for Q3 2020, up 12% quarter-over-quarter.
  • 69 funds opened new ScottsMiracle-Gro positions in Q3 2020 and 52 closed out, a net change of +17 holders.
  • The largest ScottsMiracle-Gro buyer in Q3 2020 was Victory Capital Management, an estimated $102M added.
  • The largest ScottsMiracle-Gro seller in Q3 2020 was Los Angeles Capital Management, an estimated $51.3M sold.

Based on aggregated 13F filings for Q3 2020.