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ScottsMiracle-Gro

200 hedge funds and large institutions have $2.44B invested in ScottsMiracle-Gro in 2013 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 76 increasing their positions, 58 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 12

110% more call options, than puts

Call options by funds: $6.08M | Put options by funds: $2.9M

31% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 58

12% more funds holding

Funds holding: 179200 (+21)

12% more capital invested

Capital invested by funds: $2.18B → $2.44B (+$252M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.63% less ownership

Funds ownership: 73.26%71.63% (-1.6%)

Holders
200
Holders Change
+21
Holders Change %
+11.73%
% of All Funds
6.49%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
35
Increased
76
Reduced
58
Closed
12
Calls
$6.08M
Puts
$2.9M
Net Calls
+$3.18M
Net Calls Change
-$191K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
76
Ancora Advisors
Ohio
$1.87M +$938K +17,844 +110%
BAM
77
Boyar Asset Management
New York
$1.86M +$86.7K +1,650 +5%
Barclays
78
Barclays
United Kingdom
$1.84M +$454K +8,626 +35%
Nisa Investment Advisors
79
Nisa Investment Advisors
Missouri
$1.8M
BG
80
BlackRock Group
United Kingdom
$1.58M +$357K +6,790 +31%
Prudential Financial
81
Prudential Financial
New Jersey
$1.56M +$166K +3,150 +12%
EAM
82
Eclectica Asset Management
United Kingdom
$1.56M +$1.49M +28,300 New
SCM
83
Stevens Capital Management
Pennsylvania
$1.55M +$1.48M +28,169 New
AP
84
Appleton Partners
Massachusetts
$1.51M -$17.1K -325 -1%
MOACM
85
Mutual of America Capital Management
New York
$1.5M +$218K +4,141 +18%
BlackRock
86
BlackRock
New York
$1.44M -$227K -4,314 -14%
TA
87
Teachers Advisors
New York
$1.43M -$60K -1,142 -4%
GXMC
88
Global X Management Company
New York
$1.39M +$137K +2,600 +11%
PL
89
Parthenon LLC
Kentucky
$1.35M
GC
90
Guggenheim Capital
Illinois
$1.33M -$218K -4,147 -15%
GF
91
Gabelli Funds
New York
$1.32M
UBS AM
92
UBS AM
Illinois
$1.29M
NIMI
93
Natixis Investment Managers International
France
$1.26M -$168K -3,200 -12%
MSA
94
Mason Street Advisors
Wisconsin
$1.25M +$6.31K +120 +0.5%
VOYA Investment Management
95
VOYA Investment Management
Georgia
$1.24M -$15K -285 -1%
SOMRS
96
State of Michigan Retirement System
Michigan
$1.13M +$137K +2,600 +15%
ICM
97
IMS Capital Management
Oregon
$1.12M -$77.5K -1,474 -7%
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$1.08M +$1.03M +19,645 New
CIM
99
Confluence Investment Management
Missouri
$1.06M -$8.99K -171 -0.9%
Fifth Third Bancorp
100
Fifth Third Bancorp
Ohio
$1.01M -$25.5K -485 -3%

SMG Hedge Fund Activity: Q3 2013 in Review

200 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q3 2013, worth a combined $2.44B — up 12% from $2.18B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SMG positions and 12 closed out — a net gain of 23 holders — while 76 added to existing stakes and 58 trimmed.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $23M. The largest seller was Independent Franchise Partners, cutting an estimated $58.8M.

  • 200 institutional investors held ScottsMiracle-Gro (SMG) as of Q3 2013, up from 179 in Q2 2013.
  • Funds reported $2.44B of ScottsMiracle-Gro stock for Q3 2013, up 12% quarter-over-quarter.
  • 35 funds opened new ScottsMiracle-Gro positions in Q3 2013 and 12 closed out, a net change of +23 holders.
  • The largest ScottsMiracle-Gro buyer in Q3 2013 was Barrow, Hanley, Mewhinney & Strauss, an estimated $23M added.
  • The largest ScottsMiracle-Gro seller in Q3 2013 was Independent Franchise Partners, an estimated $58.8M sold.

Based on aggregated 13F filings for Q3 2013.