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ScottsMiracle-Gro

339 hedge funds and large institutions have $2.21B invested in ScottsMiracle-Gro in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 98 increasing their positions, 117 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.47% more ownership

Funds ownership: 64.52%64.98% (+0.47%)

5% less funds holding

Funds holding: 356339 (-17)

16% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 117

19% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 74

21% less capital invested

Capital invested by funds: $2.81B → $2.21B (-$602M)

29% less call options, than puts

Call options by funds: $9.68M | Put options by funds: $13.6M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
339
Holders Change
-17
Holders Change %
-4.78%
% of All Funds
7.55%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
60
Increased
98
Reduced
117
Closed
74
Calls
$9.68M
Puts
$13.6M
Net Calls
-$3.96M
Net Calls Change
+$319K
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
26
New York State Common Retirement Fund
New York
$19.9M +$228K +3,200 +1%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$18.9M -$211K -2,964 -1%
Neuberger Berman Group
28
Neuberger Berman Group
New York
$18.5M -$41.2M -579,211 -66%
PCA
29
Personal Capital Advisors
California
$14.4M +$101K +1,423 +0.6%
IHL
30
Investment House LLC
California
$13.6M -$332K -4,665 -2%
Fidelity International
31
Fidelity International
Bermuda
$12.8M -$13.6M -191,641 -48%
William Blair & Company
32
William Blair & Company
Illinois
$12.8M -$751K -10,551 -5%
Goldman Sachs
33
Goldman Sachs
New York
$12.5M +$1.89M +26,589 +15%
Morgan Stanley
34
Morgan Stanley
New York
$12.5M -$2.3M -32,365 -14%
GAM
35
Gotham Asset Management
New York
$11.3M +$13.1M +184,073 New
Massachusetts Financial Services
36
Massachusetts Financial Services
Massachusetts
$11M -$1.02M -14,375 -7%
MG
37
Markel Group
Virginia
$10.9M +$640K +9,000 +5%
Principal Financial Group
38
Principal Financial Group
Iowa
$10.6M -$258K -3,627 -2%
WG
39
Winton Group
United Kingdom
$10.6M +$4.05M +56,865 +49%
Citadel Advisors
40
Citadel Advisors
Florida
$10.5M +$10M +141,040 +473%
EMG
41
ETF Managers Group
New Jersey
$10.2M +$11.9M +166,876 New
Russell Investments Group
42
Russell Investments Group
United Kingdom
$9.39M +$4.62M +64,991 +74%
Natixis Advisors
43
Natixis Advisors
Massachusetts
$8.19M +$1M +14,086 +12%
Two Sigma Investments
44
Two Sigma Investments
New York
$7.8M +$8.08M +113,623 +856%
PPA
45
Parametric Portfolio Associates
Washington
$7.45M -$224K -3,147 -3%
BA
46
Broadview Advisors
Wisconsin
$7.42M +$1.58M +22,275 +23%
Ameriprise
47
Ameriprise
Minnesota
$7.2M -$2.08M -29,230 -20%
Stifel Financial
48
Stifel Financial
Missouri
$7.05M +$380K +5,343 +5%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$6.85M -$1.04M -14,639 -12%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$6.78M +$2.27M +31,858 +41%

SMG Hedge Fund Activity: Q4 2018 in Review

339 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q4 2018, worth a combined $2.21B — down 21% from $2.81B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of SMG and 60 opened new positions — a net loss of 14 holders — while 117 trimmed existing stakes and 98 added.

The largest buyer was First Eagle Investment Management, adding an estimated $42.1M. The largest seller was Neuberger Berman Group, cutting an estimated $41.2M.

  • 339 institutional investors held ScottsMiracle-Gro (SMG) as of Q4 2018, down from 356 in Q3 2018.
  • Funds reported $2.21B of ScottsMiracle-Gro stock for Q4 2018, down 21% quarter-over-quarter.
  • 60 funds opened new ScottsMiracle-Gro positions in Q4 2018 and 74 closed out, a net change of -14 holders.
  • The largest ScottsMiracle-Gro buyer in Q4 2018 was First Eagle Investment Management, an estimated $42.1M added.
  • The largest ScottsMiracle-Gro seller in Q4 2018 was Neuberger Berman Group, an estimated $41.2M sold.

Based on aggregated 13F filings for Q4 2018.