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ScottsMiracle-Gro

412 hedge funds and large institutions have $3.63B invested in ScottsMiracle-Gro in 2020 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 121 increasing their positions, 146 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

29% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $9.64M

2.58% less ownership

Funds ownership: 66.36%63.78% (-2.6%)

4% less funds holding

Funds holding: 431412 (-19)

8% less capital invested

Capital invested by funds: $3.94B → $3.63B (-$304M)

17% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 146

22% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 72

Holders
412
Holders Change
-19
Holders Change %
-4.41%
% of All Funds
9.08%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.22%
New
56
Increased
121
Reduced
146
Closed
72
Calls
$12.4M
Puts
$9.64M
Net Calls
+$2.79M
Net Calls Change
-$4.83M
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
26
Personal Capital Advisors
California
$30M -$3.4M -30,898 -10%
HEC
27
Hudson Executive Capital
New York
$29.9M -$7.48M -68,038 -19%
Ameriprise
28
Ameriprise
Minnesota
$28.3M -$7.52M -68,398 -20%
RJA
29
Raymond James & Associates
Florida
$25.9M +$14.5M +131,953 +109%
Natixis Advisors
30
Natixis Advisors
Massachusetts
$24.5M +$3.68M +33,443 +16%
FA
31
Friess Associates
Delaware
$24.5M +$26.3M +238,936 New
IECM
32
Intrinsic Edge Capital Management
Illinois
$24M +$16.1M +146,758 +168%
IHL
33
Investment House LLC
California
$22M -$308K -2,797 -1%
Mirae Asset Global Investments
34
Mirae Asset Global Investments
South Korea
$20.9M -$6.31M -57,334 -22%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$20.7M -$5.38M -48,897 -20%
N
36
Nuveen
North Carolina
$19.8M -$6.64M -60,330 -24%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$18M -$34.4M -312,639 -64%
TCM
38
TimesSquare Capital Management
New York
$17.7M -$7.51M -68,300 -28%
Morgan Stanley
39
Morgan Stanley
New York
$16.6M -$1.13M -10,305 -6%
Stifel Financial
40
Stifel Financial
Missouri
$16.6M +$549K +4,993 +3%
Goldman Sachs
41
Goldman Sachs
New York
$13.9M -$4.55M -41,390 -23%
Janus Henderson Group
42
Janus Henderson Group
United Kingdom
$13.9M +$12.2M +111,317 +464%
SEI Investments
43
SEI Investments
Pennsylvania
$13.1M -$3.34M -30,331 -19%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$13M
SCM
45
SG Capital Management
Illinois
$12.7M +$13.6M +123,827 New
EMG
46
ETF Managers Group
New Jersey
$12.6M -$3.5M -31,826 -21%
Principal Financial Group
47
Principal Financial Group
Iowa
$12M -$6.16M -56,043 -32%
Prudential Financial
48
Prudential Financial
New Jersey
$11.7M -$9.53M -86,675 -43%
BIM
49
Bogle Investment Management
Massachusetts
$11.6M +$12.5M +113,260 New
Retirement Systems of Alabama
50
Retirement Systems of Alabama
Alabama
$11.5M +$6.67M +60,600 +117%

SMG Hedge Fund Activity: Q1 2020 in Review

412 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q1 2020, worth a combined $3.63B — down 7.7% from $3.94B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of SMG and 56 opened new positions — a net loss of 16 holders — while 146 trimmed existing stakes and 121 added.

The largest buyer was Massachusetts Financial Services, adding an estimated $43.4M. The largest seller was Markel Group, exiting entirely with an estimated $44.8M sold.

  • 412 institutional investors held ScottsMiracle-Gro (SMG) as of Q1 2020, down from 431 in Q4 2019.
  • Funds reported $3.63B of ScottsMiracle-Gro stock for Q1 2020, down 7.7% quarter-over-quarter.
  • 56 funds opened new ScottsMiracle-Gro positions in Q1 2020 and 72 closed out, a net change of -16 holders.
  • The largest ScottsMiracle-Gro buyer in Q1 2020 was Massachusetts Financial Services, an estimated $43.4M added.
  • The largest ScottsMiracle-Gro seller in Q1 2020 was Markel Group, an estimated $44.8M sold.

Based on aggregated 13F filings for Q1 2020.