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ScottsMiracle-Gro

361 hedge funds and large institutions have $3.16B invested in ScottsMiracle-Gro in 2018 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 125 increasing their positions, 106 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 48

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 106

5% more funds holding

Funds holding: 345361 (+16)

0.73% less ownership

Funds ownership: 65.61%64.88% (-0.73%)

21% less capital invested

Capital invested by funds: $4B → $3.16B (-$844M)

59% less call options, than puts

Call options by funds: $10.4M | Put options by funds: $25.5M

Holders
361
Holders Change
+16
Holders Change %
+4.64%
% of All Funds
8.27%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
67
Increased
125
Reduced
106
Closed
48
Calls
$10.4M
Puts
$25.5M
Net Calls
-$15M
Net Calls Change
-$12M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
76
UBS AM
Illinois
$3.99M +$431K +4,530 +11%
GKWIM
77
Gerber Kawasaki Wealth & Investment Management
California
$3.87M +$377K +3,960 +10%
ACI
78
AMP Capital Investors
Australia
$3.56M -$2.03M -21,339 -34%
CS
79
Credit Suisse
Switzerland
$3.26M -$1.22M -12,807 -25%
PP
80
Peconic Partners
New York
$3.14M +$3.48M +36,571 New
Millennium Management
81
Millennium Management
New York
$3.02M +$2.82M +29,604 +533%
MOACM
82
Mutual of America Capital Management
New York
$2.81M -$99.2K -1,042 -3%
Canada Life
83
Canada Life
Manitoba, Canada
$2.75M -$60.3K -633 -2%
AAM
84
Advisors Asset Management
Colorado
$2.7M +$353K +3,709 +14%
Invesco
85
Invesco
Georgia
$2.68M -$14.6M -153,750 -83%
BPIM
86
Brant Point Investment Management
New York
$2.66M -$888K -9,329 -23%
Comerica Bank
87
Comerica Bank
Texas
$2.64M -$38.2K -401 -1%
Nisa Investment Advisors
88
Nisa Investment Advisors
Missouri
$2.58M
ACI
89
Alpha Cubed Investments
California
$2.41M +$105K +1,108 +4%
CIC
90
Carnegie Investment Counsel
Ohio
$2.39M +$778K +8,175 +39%
PL
91
Parthenon LLC
Kentucky
$2.31M -$45.2K -475 -2%
ASRS
92
Arizona State Retirement System
Arizona
$2.31M -$238K -2,500 -8%
BAM
93
Boyar Asset Management
New York
$2.3M
LPL Financial
94
LPL Financial
California
$2.3M +$501K +5,267 +24%
TPSF
95
Texas Permanent School Fund
Texas
$2.26M -$120K -1,259 -5%
AllianceBernstein
96
AllianceBernstein
Tennessee
$2.25M -$49.2K -517 -2%
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$2.24M +$1.69M +17,786 +213%
BTS
98
BB&T Securities
Virginia
$2.23M -$3.9K -41 -0.2%
TD Asset Management
99
TD Asset Management
Ontario, Canada
$2.21M -$66.6K -700 -3%
Prudential Financial
100
Prudential Financial
New Jersey
$2.2M -$58.4K -613 -2%

SMG Hedge Fund Activity: Q1 2018 in Review

361 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q1 2018, worth a combined $3.16B — down 21% from $4B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new SMG positions and 48 closed out — a net gain of 19 holders — while 125 added to existing stakes and 106 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $107M. The largest seller was TimesSquare Capital Management, exiting entirely with an estimated $117M sold.

  • 361 institutional investors held ScottsMiracle-Gro (SMG) as of Q1 2018, up from 345 in Q4 2017.
  • Funds reported $3.16B of ScottsMiracle-Gro stock for Q1 2018, down 21% quarter-over-quarter.
  • 67 funds opened new ScottsMiracle-Gro positions in Q1 2018 and 48 closed out, a net change of +19 holders.
  • The largest ScottsMiracle-Gro buyer in Q1 2018 was Fidelity Investments, an estimated $107M added.
  • The largest ScottsMiracle-Gro seller in Q1 2018 was TimesSquare Capital Management, an estimated $117M sold.

Based on aggregated 13F filings for Q1 2018.