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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
Invesco
51
Invesco
Georgia
$15M +$52.5K +585 +0.4%
BIM
52
BlackRock Investment Management
Delaware
$14.6M +$2.17M +24,222 +19%
PAMU
53
Pictet Asset Management (UK)
United Kingdom
$14.6M +$1.52M +16,893 +12%
Truist Financial
54
Truist Financial
North Carolina
$13.9M -$713K -7,954 -5%
HCM
55
Hilton Capital Management
New York
$13.3M +$12.5M +139,694 New
HP
56
Hosking Partners
United Kingdom
$13.3M -$319K -3,557 -2%
RAM
57
RWC Asset Management
United Kingdom
$12.6M +$2.32M +25,878 +24%
NFA
58
Nationwide Fund Advisors
Ohio
$12.6M -$8.33M -92,878 -41%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$11.6M -$502K -5,600 -4%
AQR Capital Management
60
AQR Capital Management
Connecticut
$11.4M +$54.7K +610 +0.5%
Lord, Abbett & Co
61
Lord, Abbett & Co
New Jersey
$11.4M -$4.37M -48,695 -29%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$10.2M -$1.57M -17,469 -14%
Credit Agricole
63
Credit Agricole
France
$9.54M
JHIU
64
Janus Henderson Investors US
Colorado
$9.1M +$3.91M +43,600 +84%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$8.99M -$215K -2,400 -2%
PPA
66
Parametric Portfolio Associates
Washington
$8.84M +$1.31M +14,659 +19%
ACI
67
AMP Capital Investors
Australia
$8.72M +$642K +7,163 +8%
EAM
68
EULAV Asset Management
Florida
$8.7M
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$8.65M +$483K +5,386 +6%
GI
70
GAMCO Investors
Connecticut
$8.6M +$44.8K +500 +0.6%
AIG
71
American International Group
New York
$8.18M -$149K -1,665 -2%
BlackRock
72
BlackRock
New York
$8.06M -$211K -2,352 -3%
RJA
73
Raymond James & Associates
Florida
$7.73M +$5.84M +65,076 +411%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$7.58M +$278K +3,100 +4%
Renaissance Technologies
75
Renaissance Technologies
New York
$7.24M -$21M -234,663 -76%

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.