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ScottsMiracle-Gro
SMG

412 hedge funds and large institutions have $3.63B invested in ScottsMiracle-Gro in 2020 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 121 increasing their positions, 146 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 5 → 10 (+5)

29% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $9.64M

2.58% less ownership

Funds ownership: 66.36% → 63.78% (-2.6%)

4% less funds holding

Funds holding: 431 → 412 (-19)

8% less capital invested

Capital invested by funds: $3.94B → $3.63B (-$304M)

17% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 146

22% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 72

Holders
412
Holders Change
-19
Holders Change %
-4.41%
% of All Funds
9.08%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.22%
New
56
Increased
121
Reduced
146
Closed
72
Calls
$12.4M
Puts
$9.64M
Net Calls
+$2.79M
Net Calls Change
-$4.83M

Top Buyers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$43.4M
2
Bank of America
Bank of America
North Carolina
+$37.5M
3
FA
Friess Associates
Delaware
+$26.3M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$19.4M
5
IECM
Intrinsic Edge Capital Management
Illinois
+$16.1M

Top Sellers

Rank Fund Capital Flow
1
MG
Markel Group
Virginia
-$44.8M
2
Renaissance Technologies
Renaissance Technologies
New York
-$36.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$34.4M
4
BlackRock
BlackRock
New York
-$31.9M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$23.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
101
Advisors Asset Management
Colorado
$3.27M -$848K -7,708 -19%
BUB
102
BBVA USA Bancshares
Texas
$3.25M +$390K +3,542 +13%
PL
103
Perpetual Ltd
Australia
$3.13M +$3.36M +30,528 New
Comerica Bank
104
Comerica Bank
Texas
$3.12M -$11.7K -106 -0.4%
OAM
105
Oppenheimer Asset Management
New York
$3M +$764K +6,945 +31%
Ensign Peak Advisors
106
Ensign Peak Advisors
Utah
$2.99M – – –
Victory Capital Management
107
Victory Capital Management
Texas
$2.93M +$1.67M +15,190 +113%
Nisa Investment Advisors
108
Nisa Investment Advisors
Missouri
$2.9M – – –
AQR Capital Management
109
AQR Capital Management
Connecticut
$2.89M -$220K -1,998 -7%
CI
110
Centerstone Investors
New York
$2.84M – – –
AG
111
Aperio Group
California
$2.58M +$443K +4,031 +19%
Osaic Holdings
112
Osaic Holdings
Arizona
$2.46M +$8.59M +78,114 New
VOYA Investment Management
113
VOYA Investment Management
Georgia
$2.44M -$36.1K -328 -1%
Renaissance Technologies
114
Renaissance Technologies
New York
$2.44M -$36.8M -334,900 -93%
AWM
115
Avitas Wealth Management
California
$2.44M -$850K -7,730 -25%
Two Sigma Advisers
116
Two Sigma Advisers
New York
$2.41M -$14.8M -134,300 -85%
BAM
117
Boyar Asset Management
New York
$2.4M -$37.9K -345 -1%
MIM
118
MetLife Investment Management
New Jersey
$2.33M – – –
Baird Financial Group
119
Baird Financial Group
Wisconsin
$2.19M +$170K +1,548 +8%
MSA
120
Mason Street Advisors
Wisconsin
$2.16M – – –
CCM
121
Condor Capital Management
New Jersey
$2.09M -$80.4K -731 -3%
ZIM
122
Zacks Investment Management
Illinois
$2.02M -$116K -1,051 -5%
Citigroup
123
Citigroup
New York
$2.01M -$6.43M -58,472 -75%
Neuberger Berman Group
124
Neuberger Berman Group
New York
$1.92M -$56.3K -512 -3%
Millennium Management
125
Millennium Management
New York
$1.91M -$5.9M -53,639 -74%
3 4
5
6 7

SMG Hedge Fund Activity: Q1 2020 in Review

412 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q1 2020, worth a combined $3.63B — down 7.7% from $3.94B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of SMG and 56 opened new positions — a net loss of 16 holders — while 146 trimmed existing stakes and 121 added.

The largest buyer was Massachusetts Financial Services, adding an estimated $43.4M. The largest seller was Markel Group, exiting entirely with an estimated $44.8M sold.

  • 412 institutional investors held ScottsMiracle-Gro (SMG) as of Q1 2020, down from 431 in Q4 2019.
  • Funds reported $3.63B of ScottsMiracle-Gro stock for Q1 2020, down 7.7% quarter-over-quarter.
  • 56 funds opened new ScottsMiracle-Gro positions in Q1 2020 and 72 closed out, a net change of -16 holders.
  • The largest ScottsMiracle-Gro buyer in Q1 2020 was Massachusetts Financial Services, an estimated $43.4M added.
  • The largest ScottsMiracle-Gro seller in Q1 2020 was Markel Group, an estimated $44.8M sold.

Based on aggregated 13F filings for Q1 2020.