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ScottsMiracle-Gro

345 hedge funds and large institutions have $4B invested in ScottsMiracle-Gro in 2017 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 107 increasing their positions, 117 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 44

7% more funds holding

Funds holding: 322345 (+23)

2% more capital invested

Capital invested by funds: $3.92B → $4B (+$85.7M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

9% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 117

3.3% less ownership

Funds ownership: 68.91%65.61% (-3.3%)

32% less call options, than puts

Call options by funds: $6.5M | Put options by funds: $9.55M

Holders
345
Holders Change
+23
Holders Change %
+7.14%
% of All Funds
7.82%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
69
Increased
107
Reduced
117
Closed
44
Calls
$6.5M
Puts
$9.55M
Net Calls
-$3.05M
Net Calls Change
-$4.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$6.07M -$237K -2,377 -4%
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$6.02M +$2.5M +25,051 +80%
Legal & General Group
78
Legal & General Group
United Kingdom
$5.79M +$465K +4,651 +9%
BF
79
BOK Financial
Oklahoma
$5.76M +$1.74M +17,447 +48%
Retirement Systems of Alabama
80
Retirement Systems of Alabama
Alabama
$5.66M +$11.3K +113 +0.2%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$5.57M -$3.6K -36 -0.1%
RIA
82
RPG Investment Advisory
California
$5.45M -$37.8K -378 -0.7%
CS
83
Credit Suisse
Switzerland
$5.44M +$398K +3,979 +8%
SC
84
Schulhoff & Co
Ohio
$5.08M +$200 +2 +0%
UBS AM
85
UBS AM
Illinois
$4.49M -$13.4K -134 -0.3%
GKWIM
86
Gerber Kawasaki Wealth & Investment Management
California
$4.4M +$102K +1,021 +3%
Stifel Financial
87
Stifel Financial
Missouri
$4.32M +$140K +1,402 +4%
BPIM
88
Brant Point Investment Management
New York
$4.31M -$1.39M -13,900 -26%
Citigroup
89
Citigroup
New York
$3.84M +$1.32M +13,166 +58%
TPCM
90
Three Peaks Capital Management
Colorado
$3.65M -$278K -2,787 -8%
MOACM
91
Mutual of America Capital Management
New York
$3.62M +$30K +300 +0.9%
Canada Life
92
Canada Life
Manitoba, Canada
$3.5M +$8.99K +90 +0.3%
Comerica Bank
93
Comerica Bank
Texas
$3.49M +$17.6K +176 +0.5%
Two Sigma Investments
94
Two Sigma Investments
New York
$3.32M +$3.1M +31,070 New
Nisa Investment Advisors
95
Nisa Investment Advisors
Missouri
$3.23M -$7.49K -75 -0.2%
ASRS
96
Arizona State Retirement System
Arizona
$3.15M +$627K +6,280 +27%
TPSF
97
Texas Permanent School Fund
Texas
$2.96M -$221K -2,212 -7%
PL
98
Parthenon LLC
Kentucky
$2.93M +$49K +490 +2%
ACI
99
Alpha Cubed Investments
California
$2.88M +$320K +3,204 +13%
BAM
100
Boyar Asset Management
New York
$2.87M -$24.7K -247 -0.9%

SMG Hedge Fund Activity: Q4 2017 in Review

345 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q4 2017, worth a combined $4B — up 2.2% from $3.92B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new SMG positions and 44 closed out — a net gain of 25 holders — while 107 added to existing stakes and 117 trimmed.

The largest buyer was Vanguard Group, adding an estimated $23M. The largest seller was Fidelity Investments, cutting an estimated $116M.

  • 345 institutional investors held ScottsMiracle-Gro (SMG) as of Q4 2017, up from 322 in Q3 2017.
  • Funds reported $4B of ScottsMiracle-Gro stock for Q4 2017, up 2.2% quarter-over-quarter.
  • 69 funds opened new ScottsMiracle-Gro positions in Q4 2017 and 44 closed out, a net change of +25 holders.
  • The largest ScottsMiracle-Gro buyer in Q4 2017 was Vanguard Group, an estimated $23M added.
  • The largest ScottsMiracle-Gro seller in Q4 2017 was Fidelity Investments, an estimated $116M sold.

Based on aggregated 13F filings for Q4 2017.