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ScottsMiracle-Gro

200 hedge funds and large institutions have $2.44B invested in ScottsMiracle-Gro in 2013 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 76 increasing their positions, 58 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 12

110% more call options, than puts

Call options by funds: $6.08M | Put options by funds: $2.9M

31% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 58

12% more funds holding

Funds holding: 179200 (+21)

12% more capital invested

Capital invested by funds: $2.18B → $2.44B (+$252M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.63% less ownership

Funds ownership: 73.26%71.63% (-1.6%)

Holders
200
Holders Change
+21
Holders Change %
+11.73%
% of All Funds
6.49%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
35
Increased
76
Reduced
58
Closed
12
Calls
$6.08M
Puts
$2.9M
Net Calls
+$3.18M
Net Calls Change
-$191K
Name Holding Trade Value Shares
Change
Change in
Stake
JG
126
Jefferies Group
New York
$495K +$473K +8,993 New
AAM
127
Advisors Asset Management
Colorado
$484K +$104K +1,972 +29%
OPERF
128
Oregon Public Employees Retirement Fund
Oregon
$455K
DCM
129
Dynamic Capital Management
Jersey
$425K +$406K +7,723 New
PP
130
PDT Partners
New York
$423K +$405K +7,695 New
URS
131
Utah Retirement Systems
Utah
$422K -$5.26K -100 -1%
PA
132
Profund Advisors
Maryland
$417K +$172K +3,273 +76%
AG
133
Aperio Group
California
$414K +$44.3K +842 +13%
BBI
134
Baxter Bros Inc
Connecticut
$412K -$15.8K -300 -4%
SCA
135
SAC Capital Advisors
Connecticut
$405K +$387K +7,364 New
BUB
136
BBVA USA Bancshares
Texas
$397K +$58.7K +1,116 +18%
CAM
137
Capstone Asset Management
Texas
$394K +$2.1K +40 +0.6%
STC
138
SEI Trust Company
Pennsylvania
$386K -$655K -12,458 -64%
AIP
139
Ameritas Investment Partners
Nebraska
$383K +$366K +6,964 New
MWNA
140
Marshall Wace North America
New York
$376K +$359K +6,837 New
TIM
141
Thompson Investment Management
Wisconsin
$366K
SAM
142
Securian Asset Management
Minnesota
$360K +$38K +722 +12%
D.E. Shaw & Co
143
D.E. Shaw & Co
New York
$359K +$343K +6,530 New
KAM
144
Keeley Asset Management
Illinois
$355K +$31.5K +600 +10%
MERSOM
145
Municipal Employees' Retirement System of Michigan
Michigan
$352K +$336K +6,400 New
NG
146
NatWest Group
United Kingdom
$347K +$332K +6,317 New
COPPSERS
147
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$343K +$37K +704 +13%
RFC
148
Russell Frank Company
Washington
$339K -$638K -12,141 -66%
MA
149
MUFG Americas
New York
$337K +$164K +3,120 +104%
HK
150
Horizon Kinetics
New York
$335K +$320K +6,093 New

SMG Hedge Fund Activity: Q3 2013 in Review

200 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q3 2013, worth a combined $2.44B — up 12% from $2.18B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SMG positions and 12 closed out — a net gain of 23 holders — while 76 added to existing stakes and 58 trimmed.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $23M. The largest seller was Independent Franchise Partners, cutting an estimated $58.8M.

  • 200 institutional investors held ScottsMiracle-Gro (SMG) as of Q3 2013, up from 179 in Q2 2013.
  • Funds reported $2.44B of ScottsMiracle-Gro stock for Q3 2013, up 12% quarter-over-quarter.
  • 35 funds opened new ScottsMiracle-Gro positions in Q3 2013 and 12 closed out, a net change of +23 holders.
  • The largest ScottsMiracle-Gro buyer in Q3 2013 was Barrow, Hanley, Mewhinney & Strauss, an estimated $23M added.
  • The largest ScottsMiracle-Gro seller in Q3 2013 was Independent Franchise Partners, an estimated $58.8M sold.

Based on aggregated 13F filings for Q3 2013.