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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
AllianceBernstein
101
AllianceBernstein
Tennessee
$1.91M -$642K -10,817 -26%
BG
102
BlackRock Group
United Kingdom
$1.84M +$348K +5,857 +24%
AP
103
Appleton Partners
Massachusetts
$1.75M +$61.6K +1,037 +4%
ASRS
104
Arizona State Retirement System
Arizona
$1.72M -$190K -3,200 -10%
PL
105
Parthenon LLC
Kentucky
$1.72M +$208K +3,500 +14%
AQR Capital Management
106
AQR Capital Management
Connecticut
$1.69M +$1.64M +27,600 New
MOACM
107
Mutual of America Capital Management
New York
$1.68M +$15.9K +267 +1%
UBS AM
108
UBS AM
Illinois
$1.63M +$196K +3,300 +14%
WCM
109
Winton Capital Management
United Kingdom
$1.62M +$919K +15,485 +142%
PAM
110
Panagora Asset Management
Massachusetts
$1.59M -$722K -12,156 -32%
GF
111
Gabelli Funds
New York
$1.53M +$59.4K +1,000 +4%
Citigroup
112
Citigroup
New York
$1.5M -$1.39M -23,347 -49%
MSA
113
Mason Street Advisors
Wisconsin
$1.38M -$1.07K -18 -0.1%
VOYA Investment Management
114
VOYA Investment Management
Georgia
$1.37M +$1.31K +22 +0.1%
SOMRS
115
State of Michigan Retirement System
Michigan
$1.27M +$11.9K +200 +1%
AAM
116
Advisors Asset Management
Colorado
$1.27M +$415K +6,985 +51%
NIMI
117
Natixis Investment Managers International
France
$1.24M -$52.2K -880 -4%
N
118
Nuveen
North Carolina
$1.24M +$151K +2,541 +14%
GCP
119
GSA Capital Partners
United Kingdom
$1.2M +$206K +3,464 +22%
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$1.18M +$1.13M +19,087 +15,774%
CONA
121
Capital One National Association
New York
$1.1M +$1.06M +17,889 New
RFC
122
Regions Financial Corp
Alabama
$1.06M +$135K +2,267 +15%
U
123
UBS
Switzerland
$1.06M +$521K +8,772 +103%
DC
124
Deere & Company
Illinois
$1.05M +$211K +3,557 +26%
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$1.05M -$34.1K -575 -3%

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.