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ScottsMiracle-Gro
SMG

260 hedge funds and large institutions have $2.91B invested in ScottsMiracle-Gro in 2015 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 87 increasing their positions, 91 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

635% more call options, than puts

Call options by funds: $9.98M | Put options by funds: $1.36M

92% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 25

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

9% more capital invested

Capital invested by funds: $2.67B → $2.91B (+$248M)

8% more funds holding

Funds holding: 241 → 260 (+19)

1.18% more ownership

Funds ownership: 68.58% → 69.77% (+1.2%)

4% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 91

Holders
260
Holders Change
+19
Holders Change %
+7.88%
% of All Funds
6.93%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
48
Increased
87
Reduced
91
Closed
25
Calls
$9.98M
Puts
$1.36M
Net Calls
+$8.62M
Net Calls Change
+$7.76M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$33.4M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$30.3M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$20.4M
4
CM
Castleark Management
Illinois
+$15.6M
5
BIT
BlackRock Institutional Trust
California
+$12.6M

Top Sellers

1
CI
Cambiar Investors
Colorado
-$45.6M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$23.1M
3
PP
Prudential plc
United Kingdom
-$22.8M
4
SCM
SG Capital Management
Illinois
-$15.6M
5
Citadel Advisors
Citadel Advisors
Florida
-$11.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$21M +$5.37M +82,520 +36%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$20.2M +$2.44M +37,416 +14%
William Blair & Company
28
William Blair & Company
Illinois
$19.5M +$3.44M +52,821 +22%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$18.5M -$293K -4,500 -2%
MAA
30
Managed Account Advisors
New Jersey
$17.5M -$1.6M -24,492 -9%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$16.2M +$1.24M +19,023 +9%
GIM
32
Granahan Investment Management
Massachusetts
$16.2M -$3.37M -51,700 -18%
CM
33
Castleark Management
Illinois
$16.1M +$15.6M +240,200 New
Morgan Stanley
34
Morgan Stanley
New York
$16.1M -$1.93M -29,577 -11%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$16M +$422K +6,472 +3%
State of Wisconsin Investment Board
36
State of Wisconsin Investment Board
Wisconsin
$15.4M -$61.2K -940 -0.4%
IHL
37
Investment House LLC
California
$15.3M -$23.1K -355 -0.2%
JP Morgan Chase
38
JP Morgan Chase
New York
$13.5M -$63.8K -980 -0.5%
TCIM
39
TIAA CREF Investment Management
New York
$11.7M +$214K +3,293 +2%
Prudential Financial
40
Prudential Financial
New Jersey
$10.9M +$402K +6,180 +4%
PCA
41
Personal Capital Advisors
California
$10.4M +$1.6M +24,558 +19%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$9.87M +$980K +15,052 +11%
Charles Schwab
43
Charles Schwab
California
$9.82M +$1.06M +16,208 +12%
Two Sigma Investments
44
Two Sigma Investments
New York
$9.65M +$5.12M +78,675 +121%
AAP
45
Ardsley Advisory Partners
Connecticut
$9.07M +$8.79M +135,000 New
Principal Financial Group
46
Principal Financial Group
Iowa
$8.92M +$1.23M +18,890 +17%
NFA
47
Nationwide Fund Advisors
Ohio
$8.72M -$175K -2,694 -2%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$8.17M – – –
BIM
49
BlackRock Investment Management
Delaware
$8.11M +$31.3K +481 +0.4%
Truist Financial
50
Truist Financial
North Carolina
$7.98M +$1.06M +16,305 +16%
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SMG Hedge Fund Activity: Q1 2015 in Review

260 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q1 2015, worth a combined $2.91B — up 9.3% from $2.67B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new SMG positions and 25 closed out — a net gain of 23 holders — while 87 added to existing stakes and 91 trimmed.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $33.4M. The largest seller was Cambiar Investors, cutting an estimated $45.6M.

  • 260 institutional investors held ScottsMiracle-Gro (SMG) as of Q1 2015, up from 241 in Q4 2014.
  • Funds reported $2.91B of ScottsMiracle-Gro stock for Q1 2015, up 9.3% quarter-over-quarter.
  • 48 funds opened new ScottsMiracle-Gro positions in Q1 2015 and 25 closed out, a net change of +23 holders.
  • The largest ScottsMiracle-Gro buyer in Q1 2015 was Victory Capital Management, an estimated $33.4M added.
  • The largest ScottsMiracle-Gro seller in Q1 2015 was Cambiar Investors, an estimated $45.6M sold.

Based on aggregated 13F filings for Q1 2015.