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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
Bank of America
76
Bank of America
North Carolina
$3.94M -$1.21M -20,349 -24%
NAM
77
NorthCoast Asset Management
Connecticut
$3.94M +$2.9M +48,882 +317%
BF
78
BOK Financial
Oklahoma
$3.94M -$1.9M -31,990 -33%
CEP
79
Chicago Equity Partners
Illinois
$3.86M +$3.01M +50,625 +408%
PCA
80
Personal Capital Advisors
California
$3.82M +$965K +16,258 +35%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$3.61M -$55.2K -929 -2%
Retirement Systems of Alabama
82
Retirement Systems of Alabama
Alabama
$3.37M +$75K +1,263 +2%
HNB
83
Huntington National Bank
Ohio
$3.31M +$2.98M +50,200 +1,292%
SC
84
Schulhoff & Co
Ohio
$3.24M +$1.78K +30 +0.1%
CS
85
Credit Suisse
Switzerland
$3.21M -$1.27M -21,366 -29%
Swiss National Bank
86
Swiss National Bank
Switzerland
$3.17M +$689K +11,600 +29%
BCM
87
Bridgeway Capital Management
Texas
$3.07M +$2.97M +50,100 New
Barclays
88
Barclays
United Kingdom
$2.77M +$1.25M +21,132 +87%
Capital Fund Management (CFM)
89
Capital Fund Management (CFM)
France
$2.76M +$2.68M +45,079 New
TPSF
90
Texas Permanent School Fund
Texas
$2.73M -$104K -1,752 -4%
CCM
91
Cadence Capital Management
Massachusetts
$2.38M +$1.6M +26,942 +226%
MLICM
92
Metropolitan Life Insurance Company (MetLife)
New York
$2.36M +$47.4K +799 +2%
PI
93
Putnam Investments
Massachusetts
$2.34M -$151K -2,542 -6%
AA
94
Ancora Advisors
Ohio
$2.29M +$69.5K +1,170 +3%
LMAM
95
Legg Mason Asset Management
Japan
$2.23M +$2.16M +36,400 New
BAM
96
Boyar Asset Management
New York
$2.2M +$49K +825 +2%
Comerica Bank
97
Comerica Bank
Texas
$2.09M +$32.4K +545 +2%
SAG
98
Sterne Agee Group
Alabama
$2.04M +$1.97M +33,224 New
Nisa Investment Advisors
99
Nisa Investment Advisors
Missouri
$2M
Schroder Investment Management Group
100
Schroder Investment Management Group
United Kingdom
$1.92M

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.