We are live on ! Find out more
SMG icon

ScottsMiracle-Gro

246 hedge funds and large institutions have $2.75B invested in ScottsMiracle-Gro in 2014 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 96 increasing their positions, 80 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,489% more call options, than puts

Call options by funds: $38.3M | Put options by funds: $2.41M

56% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 27

20% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 80

5% more funds holding

Funds holding: 234246 (+12)

0.15% more ownership

Funds ownership: 72.29%72.44% (+0.15%)

1% less capital invested

Capital invested by funds: $2.79B → $2.75B (-$40.8M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
246
Holders Change
+12
Holders Change %
+5.13%
% of All Funds
7.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
42
Increased
96
Reduced
80
Closed
27
Calls
$38.3M
Puts
$2.41M
Net Calls
+$35.8M
Net Calls Change
+$33.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
51
Fidelity Investments
Massachusetts
$7.94M +$7.69M +129,600 New
State of Tennessee, Department of Treasury
52
State of Tennessee, Department of Treasury
Tennessee
$7.75M +$4.54M +76,500 +153%
TA
53
Teachers Advisors
New York
$7.54M +$2.59M +43,687 +55%
ECM
54
Ensemble Capital Management
California
$7.49M +$172K +2,895 +2%
BIM
55
BlackRock Investment Management
Delaware
$7.42M -$89.1K -1,501 -1%
Principal Financial Group
56
Principal Financial Group
Iowa
$7.4M +$297K +4,998 +4%
Deutsche Bank
57
Deutsche Bank
Germany
$7.35M -$992K -16,703 -12%
JHIU
58
Janus Henderson Investors US
Colorado
$6.85M +$6.13M +103,200 +1,200%
B
59
Baird
Wisconsin
$6.62M -$63.9K -1,077 -1%
GI
60
GAMCO Investors
Connecticut
$6.62M
EAM
61
EULAV Asset Management
Florida
$6.62M +$867K +14,600 +16%
GC
62
Guggenheim Capital
Illinois
$6.57M +$730K +12,292 +13%
AIG
63
American International Group
New York
$5.5M +$16.8K +283 +0.3%
GC
64
Globeflex Capital
California
$5.32M -$43.7K -736 -0.8%
Goldman Sachs
65
Goldman Sachs
New York
$5.21M -$1.35M -22,758 -21%
WI
66
WBI Investments
New Jersey
$4.99M +$491K +8,264 +11%
WT
67
Washington Trust
Rhode Island
$4.97M +$4.81M +81,057 New
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$4.79M +$17.8K +300 +0.4%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$4.66M
TPCM
70
Tide Point Capital Management
Connecticut
$4.6M +$4.45M +75,000 New
SIA
71
Sit Investment Associates
Minnesota
$4.36M
KCM
72
Kingdon Capital Management
New York
$4.35M +$4.22M +71,000 New
BlackRock
73
BlackRock
New York
$4.14M -$852K -14,342 -18%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$4.11M -$108K -1,811 -3%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$4.08M -$359K -6,044 -8%

SMG Hedge Fund Activity: Q1 2014 in Review

246 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q1 2014, worth a combined $2.75B — down 1.5% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SMG positions and 27 closed out — a net gain of 15 holders — while 96 added to existing stakes and 80 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $76.9M. The largest seller was Independent Franchise Partners, exiting entirely with an estimated $116M sold.

  • 246 institutional investors held ScottsMiracle-Gro (SMG) as of Q1 2014, up from 234 in Q4 2013.
  • Funds reported $2.75B of ScottsMiracle-Gro stock for Q1 2014, down 1.5% quarter-over-quarter.
  • 42 funds opened new ScottsMiracle-Gro positions in Q1 2014 and 27 closed out, a net change of +15 holders.
  • The largest ScottsMiracle-Gro buyer in Q1 2014 was Bank of New York Mellon, an estimated $76.9M added.
  • The largest ScottsMiracle-Gro seller in Q1 2014 was Independent Franchise Partners, an estimated $116M sold.

Based on aggregated 13F filings for Q1 2014.