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ScottsMiracle-Gro

326 hedge funds and large institutions have $3.83B invested in ScottsMiracle-Gro in 2017 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 127 increasing their positions, 105 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $20.9M | Put options by funds: $10.2M

21% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 105

2% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 48

2% less funds holding

Funds holding: 332326 (-6)

2.25% less ownership

Funds ownership: 70.78%68.54% (-2.2%)

6% less capital invested

Capital invested by funds: $4.05B → $3.83B (-$224M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
326
Holders Change
-6
Holders Change %
-1.81%
% of All Funds
8.11%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
49
Increased
127
Reduced
105
Closed
48
Calls
$20.9M
Puts
$10.2M
Net Calls
+$10.7M
Net Calls Change
-$19.8M
Name Holding Trade Value Shares
Change
Change in
Stake
JG
126
Jefferies Group
New York
$2.06M -$4.94M -53,337 -71%
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$2.02M +$116K +1,248 +6%
M&T Bank
128
M&T Bank
New York
$1.97M -$1.05M -11,342 -35%
MSA
129
Mason Street Advisors
Wisconsin
$1.95M +$15.6K +168 +0.8%
MERSOM
130
Municipal Employees' Retirement System of Michigan
Michigan
$1.93M +$927 +10 +0%
T. Rowe Price Associates
131
T. Rowe Price Associates
Maryland
$1.86M -$25M -269,189 -93%
LMGAM
132
Liberty Mutual Group Asset Management
Massachusetts
$1.85M +$91.1K +983 +5%
PA
133
Pinnacle Associates
New York
$1.82M +$589K +6,358 +48%
BUB
134
BBVA USA Bancshares
Texas
$1.82M +$286K +3,087 +19%
AG
135
Aperio Group
California
$1.76M +$118K +1,273 +7%
AAM
136
Advisors Asset Management
Colorado
$1.74M +$408K +4,401 +31%
ASRS
137
Arizona State Retirement System
Arizona
$1.72M +$112K +1,209 +7%
SC
138
Scholtz & Company
Connecticut
$1.72M +$1.7M +18,365 New
CC
139
Cipher Capital
New York
$1.72M +$1.7M +18,371 New
SOMRS
140
State of Michigan Retirement System
Michigan
$1.68M +$9.27K +100 +0.6%
VOYA Investment Management
141
VOYA Investment Management
Georgia
$1.66M -$79.2K -854 -5%
NAM
142
NorthCoast Asset Management
Connecticut
$1.65M +$1.64M +17,692 New
Janney Montgomery Scott
143
Janney Montgomery Scott
Pennsylvania
$1.64M +$55.1K +594 +4%
N
144
Nuveen
North Carolina
$1.61M +$183K +1,976 +13%
HMS
145
Hanseatic Management Services
New Mexico
$1.55M -$126K -1,358 -8%
Voloridge Investment Management
146
Voloridge Investment Management
Florida
$1.52M -$4.22M -45,479 -74%
TWI
147
Thomas White International
Illinois
$1.49M -$669K -7,221 -31%
Citigroup
148
Citigroup
New York
$1.48M -$5.33M -57,487 -78%
CONA
149
Capital One National Association
New York
$1.48M +$57.9K +624 +4%
OPERF
150
Oregon Public Employees Retirement Fund
Oregon
$1.47M +$18.5K +200 +1%

SMG Hedge Fund Activity: Q1 2017 in Review

326 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q1 2017, worth a combined $3.83B — down 5.5% from $4.05B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SMG positions and 48 closed out — a net gain of 1 holder — while 127 added to existing stakes and 105 trimmed.

The largest buyer was BlackRock, adding an estimated $335M. The largest seller was Fidelity Investments, cutting an estimated $87.6M.

  • 326 institutional investors held ScottsMiracle-Gro (SMG) as of Q1 2017, down from 332 in Q4 2016.
  • Funds reported $3.83B of ScottsMiracle-Gro stock for Q1 2017, down 5.5% quarter-over-quarter.
  • 49 funds opened new ScottsMiracle-Gro positions in Q1 2017 and 48 closed out, a net change of +1 holder.
  • The largest ScottsMiracle-Gro buyer in Q1 2017 was BlackRock, an estimated $335M added.
  • The largest ScottsMiracle-Gro seller in Q1 2017 was Fidelity Investments, an estimated $87.6M sold.

Based on aggregated 13F filings for Q1 2017.