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ScottsMiracle-Gro

322 hedge funds and large institutions have $3.92B invested in ScottsMiracle-Gro in 2017 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 111 increasing their positions, 123 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $10.7M | Put options by funds: $9.61M

7% more capital invested

Capital invested by funds: $3.67B → $3.92B (+$249M)

0.07% more ownership

Funds ownership: 68.85%68.91% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 38

1% less funds holding

Funds holding: 325322 (-3)

10% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 123

Holders
322
Holders Change
-3
Holders Change %
-0.92%
% of All Funds
8.03%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
38
Increased
111
Reduced
123
Closed
38
Calls
$10.7M
Puts
$9.61M
Net Calls
+$1.09M
Net Calls Change
+$4.41M
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$32.8M +$171K +1,799 +0.5%
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$32.8M +$351K +3,700 +1%
Renaissance Technologies
28
Renaissance Technologies
New York
$29.8M +$4.6M +48,549 +19%
Morgan Stanley
29
Morgan Stanley
New York
$27.8M +$957K +10,093 +4%
Goldman Sachs
30
Goldman Sachs
New York
$26.4M +$2.65M +27,940 +11%
Charles Schwab
31
Charles Schwab
California
$25.8M +$46.3K +489 +0.2%
Wells Fargo
32
Wells Fargo
California
$25.3M +$471K +4,966 +2%
RAM
33
RWC Asset Management
United Kingdom
$25.1M +$4.48M +47,232 +22%
William Blair & Company
34
William Blair & Company
Illinois
$23.5M +$551K +5,812 +2%
SIA
35
Sit Investment Associates
Minnesota
$22M -$4.03M -42,475 -16%
IHL
36
Investment House LLC
California
$22M +$23.7K +250 +0.1%
Principal Financial Group
37
Principal Financial Group
Iowa
$17.1M -$1.33M -14,042 -7%
Ameriprise
38
Ameriprise
Minnesota
$17M -$11.6M -122,370 -41%
PCA
39
Personal Capital Advisors
California
$16.8M +$867K +9,144 +6%
HI
40
Handelsinvest Investeringsforvaltning
Denmark
$16M
HP
41
Hosking Partners
United Kingdom
$15.2M +$70.7K +746 +0.5%
Massachusetts Financial Services
42
Massachusetts Financial Services
Massachusetts
$15M +$2.83M +29,866 +24%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$14.9M -$18K -190 -0.1%
UBS Group
44
UBS Group
Switzerland
$14.4M +$1.31M +13,771 +10%
AP
45
AHL Partners
United Kingdom
$14.4M +$11.4M +119,964 +436%
NFA
46
Nationwide Fund Advisors
Ohio
$13.8M -$584K -6,161 -4%
TCIM
47
TIAA CREF Investment Management
New York
$13.4M +$182K +1,916 +1%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$13M +$1.22M +12,833 +11%
Mirae Asset Global Investments
49
Mirae Asset Global Investments
South Korea
$10.9M +$2.13M +22,470 +25%
Los Angeles Capital Management
50
Los Angeles Capital Management
California
$10.9M -$25M -263,897 -70%

SMG Hedge Fund Activity: Q3 2017 in Review

322 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q3 2017, worth a combined $3.92B — up 6.8% from $3.67B a quarter earlier.

Fund positioning in SMG was balanced in Q3 2017: 38 funds opened new positions, 38 closed out, 111 added to existing stakes and 123 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $34.6M. The largest seller was Sterling Capital Management, cutting an estimated $41M.

  • 322 institutional investors held ScottsMiracle-Gro (SMG) as of Q3 2017, down from 325 in Q2 2017.
  • Funds reported $3.92B of ScottsMiracle-Gro stock for Q3 2017, up 6.8% quarter-over-quarter.
  • 38 funds opened new ScottsMiracle-Gro positions in Q3 2017 and 38 closed out, a net change of 0 holders.
  • The largest ScottsMiracle-Gro buyer in Q3 2017 was Fidelity Investments, an estimated $34.6M added.
  • The largest ScottsMiracle-Gro seller in Q3 2017 was Sterling Capital Management, an estimated $41M sold.

Based on aggregated 13F filings for Q3 2017.