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ScottsMiracle-Gro

332 hedge funds and large institutions have $4.05B invested in ScottsMiracle-Gro in 2016 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 88 increasing their positions, 132 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more call options, than puts

Call options by funds: $42.4M | Put options by funds: $11.8M

165% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 26

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

14% more capital invested

Capital invested by funds: $3.55B → $4.05B (+$505M)

13% more funds holding

Funds holding: 295332 (+37)

0.05% more ownership

Funds ownership: 70.73%70.78% (+0.05%)

33% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 132

Holders
332
Holders Change
+37
Holders Change %
+12.54%
% of All Funds
8.3%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
69
Increased
88
Reduced
132
Closed
26
Calls
$42.4M
Puts
$11.8M
Net Calls
+$30.6M
Net Calls Change
+$6.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Handelsbanken Fonder
26
Handelsbanken Fonder
Sweden
$36.5M -$1.61M -18,000 -5%
Bank of America
27
Bank of America
North Carolina
$34.7M +$3.1M +34,567 +11%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$31.6M
William Blair & Company
29
William Blair & Company
Illinois
$30.1M -$881K -9,818 -3%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$29.3M +$1.38M +15,374 +5%
PCA
31
Personal Capital Advisors
California
$27.9M +$778K +8,670 +3%
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$27.6M -$36.2M -404,165 -58%
Westfield Capital Management
33
Westfield Capital Management
Massachusetts
$26.6M -$21.2M -236,100 -46%
Wells Fargo
34
Wells Fargo
California
$24.6M -$20M -222,704 -46%
Morgan Stanley
35
Morgan Stanley
New York
$23.1M -$3.98M -44,355 -16%
CS
36
Credit Suisse
Switzerland
$22.7M +$17.1M +191,147 +415%
Charles Schwab
37
Charles Schwab
California
$22.2M +$836K +9,316 +4%
EAM
38
Eagle Asset Management
Florida
$22.1M +$20.8M +231,516 New
GAM
39
Gotham Asset Management
New York
$21.9M +$11.7M +130,391 +131%
IHL
40
Investment House LLC
California
$21.3M -$80.3K -895 -0.4%
MCM
41
Masters Capital Management
Georgia
$21.2M +$19.9M +221,994 New
TA
42
Teachers Advisors
New York
$21M +$16.2M +180,907 +470%
SIA
43
Sit Investment Associates
Minnesota
$19.5M -$3.98M -44,370 -18%
Ameriprise
44
Ameriprise
Minnesota
$18.4M -$5.37M -59,824 -24%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$18.2M -$8.16M -90,928 -32%
Principal Financial Group
46
Principal Financial Group
Iowa
$17.1M -$194K -2,163 -1%
Deutsche Bank
47
Deutsche Bank
Germany
$15.9M -$16.2M -180,600 -52%
State of Wisconsin Investment Board
48
State of Wisconsin Investment Board
Wisconsin
$15.5M -$5.74M -64,028 -28%
BA
49
BlackRock Advisors
Delaware
$15.4M -$285K -3,181 -2%
First Trust Advisors
50
First Trust Advisors
Illinois
$15M +$2.7M +30,085 +24%

SMG Hedge Fund Activity: Q4 2016 in Review

332 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q4 2016, worth a combined $4.05B — up 14% from $3.55B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new SMG positions and 26 closed out — a net gain of 43 holders — while 88 added to existing stakes and 132 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $345M. The largest seller was First Eagle Investment Management, cutting an estimated $181M.

  • 332 institutional investors held ScottsMiracle-Gro (SMG) as of Q4 2016, up from 295 in Q3 2016.
  • Funds reported $4.05B of ScottsMiracle-Gro stock for Q4 2016, up 14% quarter-over-quarter.
  • 69 funds opened new ScottsMiracle-Gro positions in Q4 2016 and 26 closed out, a net change of +43 holders.
  • The largest ScottsMiracle-Gro buyer in Q4 2016 was Fidelity Investments, an estimated $345M added.
  • The largest ScottsMiracle-Gro seller in Q4 2016 was First Eagle Investment Management, an estimated $181M sold.

Based on aggregated 13F filings for Q4 2016.