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ScottsMiracle-Gro

280 hedge funds and large institutions have $3.02B invested in ScottsMiracle-Gro in 2015 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 110 increasing their positions, 84 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 19

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

31% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 84

15% more capital invested

Capital invested by funds: $2.63B → $3.02B (+$390M)

5% more funds holding

Funds holding: 266280 (+14)

7% less call options, than puts

Call options by funds: $1.75M | Put options by funds: $1.87M

1.05% less ownership

Funds ownership: 70.62%69.57% (-1.1%)

Holders
280
Holders Change
+14
Holders Change %
+5.26%
% of All Funds
7.35%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
35
Increased
110
Reduced
84
Closed
19
Calls
$1.75M
Puts
$1.87M
Net Calls
-$125K
Net Calls Change
-$2.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$23.3M +$776K +11,713 +3%
Bank of America
27
Bank of America
North Carolina
$23.2M -$312K -4,714 -1%
Balyasny Asset Management
28
Balyasny Asset Management
Illinois
$22.6M -$641K -9,670 -3%
Westfield Capital Management
29
Westfield Capital Management
Massachusetts
$22.4M +$2.67M +40,224 +13%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$21.7M
Point72 Asset Management
31
Point72 Asset Management
Connecticut
$20.8M -$10.6M -159,400 -33%
Renaissance Technologies
32
Renaissance Technologies
New York
$19.7M +$4.28M +64,600 +27%
William Blair & Company
33
William Blair & Company
Illinois
$18M +$388K +5,856 +2%
TCIM
34
TIAA CREF Investment Management
New York
$17.4M +$138K +2,087 +0.8%
Geode Capital Management
35
Geode Capital Management
Massachusetts
$16.9M -$59.6K -900 -0.3%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$16.6M +$5.57M +84,036 +49%
AC
37
Apertura Capital
Texas
$16.1M +$16.6M +250,000 New
Fidelity Investments
38
Fidelity Investments
Massachusetts
$15.9M
Morgan Stanley
39
Morgan Stanley
New York
$15.2M -$3.46M -52,211 -18%
Prudential Financial
40
Prudential Financial
New Jersey
$14.9M +$10.3M +155,380 +204%
State of Wisconsin Investment Board
41
State of Wisconsin Investment Board
Wisconsin
$14.8M +$67.7K +1,021 +0.4%
PCA
42
Personal Capital Advisors
California
$14.7M +$1.6M +24,107 +12%
IHL
43
Investment House LLC
California
$14.5M -$268K -4,050 -2%
Lord, Abbett & Co
44
Lord, Abbett & Co
New Jersey
$14.3M +$14.7M +222,238 New
Deutsche Bank
45
Deutsche Bank
Germany
$14.1M -$4.92M -74,204 -25%
TA
46
Teachers Advisors
New York
$13.3M +$1.89M +28,510 +16%
PAMP
47
Polar Asset Management Partners
Ontario, Canada
$12.2M +$12.5M +188,876 New
Charles Schwab
48
Charles Schwab
California
$12M +$805K +12,152 +7%
BlackRock
49
BlackRock
New York
$11.7M -$37.6K -567 -0.3%
JP Morgan Chase
50
JP Morgan Chase
New York
$11.3M -$2.32M -35,033 -17%

SMG Hedge Fund Activity: Q4 2015 in Review

280 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q4 2015, worth a combined $3.02B — up 15% from $2.63B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SMG positions and 19 closed out — a net gain of 16 holders — while 110 added to existing stakes and 84 trimmed.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $14.7M. The largest seller was Neuberger Berman Group, cutting an estimated $33.6M.

  • 280 institutional investors held ScottsMiracle-Gro (SMG) as of Q4 2015, up from 266 in Q3 2015.
  • Funds reported $3.02B of ScottsMiracle-Gro stock for Q4 2015, up 15% quarter-over-quarter.
  • 35 funds opened new ScottsMiracle-Gro positions in Q4 2015 and 19 closed out, a net change of +16 holders.
  • The largest ScottsMiracle-Gro buyer in Q4 2015 was Lord, Abbett & Co, an estimated $14.7M added.
  • The largest ScottsMiracle-Gro seller in Q4 2015 was Neuberger Berman Group, an estimated $33.6M sold.

Based on aggregated 13F filings for Q4 2015.