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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
CA
426
Crewe Advisors
Utah
$12K +$12.2K +79 New
AA
427
Ancora Advisors
Ohio
$11K
SIS
428
Sound Income Strategies
Florida
$11K
BCA
429
Berman Capital Advisors
Georgia
$11K +$309 +2 +3%
LWA
430
Lenox Wealth Advisors
New York
$11K +$3.71K +24 +51%
PMFA
431
Plante Moran Financial Advisors
Michigan
$11K +$11.4K +74 New
JCM
432
Jacobi Capital Management
Pennsylvania
$10K +$155 +1 +2%
PA
433
Parallel Advisors
California
$9K
IRC
434
Investors Research Corp
Georgia
$8K -$7.72K -50 -50%
PGAM
435
Princeton Global Asset Management
New Jersey
$8K
BWM
436
Baystate Wealth Management
Massachusetts
$8K +$309 +2 +4%
HCP
437
Hexagon Capital Partners
Arkansas
$8K +$8.03K +52 New
NFG
438
Next Financial Group
Texas
$7K +$6.64K +43 New
Millennium Management
439
Millennium Management
New York
$6.88K -$21.3M -137,666 -75%
GEA
440
Glen Eagle Advisors
New Jersey
$6.12K
SFPG
441
Stonebridge Financial Planning Group
Florida
$6K
HF
442
Halpern Financial
Virginia
$5.35K +$5.41K +35 New
MF
443
Manchester Financial
California
$5K
WLPWM
444
Walled Lake Planning & Wealth Management
Illinois
$5K +$155 +1 +3%
ME
445
McIlrath & Eck
Washington
$4K
TFO
446
Tarbox Family Office
California
$4K
TWA
447
TCI Wealth Advisors
Arizona
$4K
ETC
448
Exchange Traded Concepts
Oklahoma
$4K +$4.33K +28 New
KFS
449
Kelly Financial Services
Massachusetts
$3.21K
CAW
450
Cornerstone Advisors (Washington)
Washington
$3K

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.