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ScottsMiracle-Gro

431 hedge funds and large institutions have $3.94B invested in ScottsMiracle-Gro in 2019 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 141 increasing their positions, 123 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $20.5M | Put options by funds: $12.8M

49% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 47

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

15% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 123

3% more funds holding

Funds holding: 418431 (+13)

3% more capital invested

Capital invested by funds: $3.82B → $3.94B (+$116M)

1.16% less ownership

Funds ownership: 67.53%66.36% (-1.2%)

Holders
431
Holders Change
+13
Holders Change %
+3.11%
% of All Funds
8.49%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
70
Increased
141
Reduced
123
Closed
47
Calls
$20.5M
Puts
$12.8M
Net Calls
+$7.62M
Net Calls Change
-$2.96M
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
101
D.A. Davidson & Co
Montana
$3.66M -$24.2K -237 -0.7%
State of New Jersey Common Pension Fund D
102
State of New Jersey Common Pension Fund D
New Jersey
$3.65M -$616K -6,026 -15%
PL
103
Parthenon LLC
Kentucky
$3.61M +$15.3K +150 +0.4%
AWM
104
Avitas Wealth Management
California
$3.35M +$11K +108 +0.3%
MAM
105
Madison Asset Management
Wisconsin
$3.22M +$3.1M +30,317 New
AQR Capital Management
106
AQR Capital Management
Connecticut
$3.21M +$2.47M +24,150 +397%
KRC
107
Kehrs Ridge Capital
New Jersey
$3.19M +$3.07M +30,000 New
RJFSA
108
Raymond James Financial Services Advisors
Florida
$3.11M +$2.01M +19,669 +205%
Ensign Peak Advisors
109
Ensign Peak Advisors
Utah
$3.1M +$2.99M +29,237 New
Comerica Bank
110
Comerica Bank
Texas
$3.03M +$37.6K +368 +1%
Nisa Investment Advisors
111
Nisa Investment Advisors
Missouri
$3M
BUB
112
BBVA USA Bancshares
Texas
$3M -$142K -1,386 -5%
CI
113
Centerstone Investors
New York
$2.94M
Man Group
114
Man Group
United Kingdom
$2.93M -$4.65M -45,503 -62%
Barclays
115
Barclays
United Kingdom
$2.92M -$6.56M -64,118 -70%
TPSF
116
Texas Permanent School Fund
Texas
$2.88M +$28.8K +282 +1%
SG Americas Securities
117
SG Americas Securities
New York
$2.72M +$1.51M +14,809 +137%
VOYA Investment Management
118
VOYA Investment Management
Georgia
$2.56M +$625K +6,110 +34%
Janus Henderson Group
119
Janus Henderson Group
United Kingdom
$2.54M -$1.03M -10,027 -29%
BAM
120
Boyar Asset Management
New York
$2.52M -$91.3K -893 -4%
Squarepoint
121
Squarepoint
New York
$2.51M -$3.03M -29,662 -56%
MIM
122
MetLife Investment Management
New Jersey
$2.41M -$17.9K -175 -0.8%
ASRS
123
Arizona State Retirement System
Arizona
$2.39M -$214K -2,089 -9%
OAM
124
Oppenheimer Asset Management
New York
$2.37M -$114K -1,118 -5%
AG
125
Aperio Group
California
$2.25M +$61.8K +604 +3%

SMG Hedge Fund Activity: Q4 2019 in Review

431 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q4 2019, worth a combined $3.94B — up 3% from $3.82B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new SMG positions and 47 closed out — a net gain of 23 holders — while 141 added to existing stakes and 123 trimmed.

The largest buyer was Los Angeles Capital Management, adding an estimated $50.4M. The largest seller was Fidelity Investments, cutting an estimated $64.9M.

  • 431 institutional investors held ScottsMiracle-Gro (SMG) as of Q4 2019, up from 418 in Q3 2019.
  • Funds reported $3.94B of ScottsMiracle-Gro stock for Q4 2019, up 3% quarter-over-quarter.
  • 70 funds opened new ScottsMiracle-Gro positions in Q4 2019 and 47 closed out, a net change of +23 holders.
  • The largest ScottsMiracle-Gro buyer in Q4 2019 was Los Angeles Capital Management, an estimated $50.4M added.
  • The largest ScottsMiracle-Gro seller in Q4 2019 was Fidelity Investments, an estimated $64.9M sold.

Based on aggregated 13F filings for Q4 2019.