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ScottsMiracle-Gro

332 hedge funds and large institutions have $4.05B invested in ScottsMiracle-Gro in 2016 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 88 increasing their positions, 132 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more call options, than puts

Call options by funds: $42.4M | Put options by funds: $11.8M

165% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 26

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

14% more capital invested

Capital invested by funds: $3.55B → $4.05B (+$505M)

13% more funds holding

Funds holding: 295332 (+37)

0.05% more ownership

Funds ownership: 70.73%70.78% (+0.05%)

33% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 132

Holders
332
Holders Change
+37
Holders Change %
+12.54%
% of All Funds
8.3%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
69
Increased
88
Reduced
132
Closed
26
Calls
$42.4M
Puts
$11.8M
Net Calls
+$30.6M
Net Calls Change
+$6.06M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
101
JP Morgan Chase
New York
$4.19M -$10.7M -119,341 -73%
MLICM
102
Metropolitan Life Insurance Company (MetLife)
New York
$4.13M -$92.2K -1,028 -2%
EI
103
EAM Investors
California
$3.97M +$661K +7,366 +22%
CG
104
Clinton Group
New York
$3.79M +$3.56M +39,691 New
BFM
105
Boston Financial Management
Massachusetts
$3.79M +$2.74M +30,512 +334%
FP
106
Foundry Partners
Minnesota
$3.64M +$3.41M +38,055 New
BG
107
BlackRock Group
United Kingdom
$3.59M +$294K +3,277 +10%
NIP
108
Nicholas Investment Partners
California
$3.38M +$3.17M +35,364 New
MOACM
109
Mutual of America Capital Management
New York
$3.31M +$75.9K +846 +3%
PL
110
Parthenon LLC
Kentucky
$3.13M -$145K -1,620 -5%
TPSF
111
Texas Permanent School Fund
Texas
$3.1M -$187K -2,085 -6%
M&T Bank
112
M&T Bank
New York
$3.1M -$110K -1,226 -4%
Comerica Bank
113
Comerica Bank
Texas
$3.09M +$139K +1,545 +5%
Canada Life
114
Canada Life
Manitoba, Canada
$3.08M +$16.2K +181 +0.6%
Nisa Investment Advisors
115
Nisa Investment Advisors
Missouri
$3.03M -$272K -3,035 -9%
AllianceBernstein
116
AllianceBernstein
Tennessee
$2.82M -$3.5M -38,995 -57%
Twin Tree Management
117
Twin Tree Management
Texas
$2.78M +$2.61M +29,076 New
Stifel Financial
118
Stifel Financial
Missouri
$2.78M +$872K +9,726 +50%
Barclays
119
Barclays
United Kingdom
$2.58M +$457K +5,098 +23%
Prudential Financial
120
Prudential Financial
New Jersey
$2.52M -$87.9K -980 -4%
Russell Investments Group
121
Russell Investments Group
United Kingdom
$2.46M +$2.33M +25,961 New
BAM
122
Boyar Asset Management
New York
$2.43M -$391K -4,365 -15%
GF
123
Gabelli Funds
New York
$2.39M
UBS AM
124
UBS AM
Illinois
$2.33M -$942K -10,500 -30%
TWI
125
Thomas White International
Illinois
$2.21M -$488K -5,440 -19%

SMG Hedge Fund Activity: Q4 2016 in Review

332 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q4 2016, worth a combined $4.05B — up 14% from $3.55B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new SMG positions and 26 closed out — a net gain of 43 holders — while 88 added to existing stakes and 132 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $345M. The largest seller was First Eagle Investment Management, cutting an estimated $181M.

  • 332 institutional investors held ScottsMiracle-Gro (SMG) as of Q4 2016, up from 295 in Q3 2016.
  • Funds reported $4.05B of ScottsMiracle-Gro stock for Q4 2016, up 14% quarter-over-quarter.
  • 69 funds opened new ScottsMiracle-Gro positions in Q4 2016 and 26 closed out, a net change of +43 holders.
  • The largest ScottsMiracle-Gro buyer in Q4 2016 was Fidelity Investments, an estimated $345M added.
  • The largest ScottsMiracle-Gro seller in Q4 2016 was First Eagle Investment Management, an estimated $181M sold.

Based on aggregated 13F filings for Q4 2016.