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ScottsMiracle-Gro

322 hedge funds and large institutions have $3.92B invested in ScottsMiracle-Gro in 2017 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 111 increasing their positions, 123 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $10.7M | Put options by funds: $9.61M

7% more capital invested

Capital invested by funds: $3.67B → $3.92B (+$249M)

0.07% more ownership

Funds ownership: 68.85%68.91% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 38

1% less funds holding

Funds holding: 325322 (-3)

10% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 123

Holders
322
Holders Change
-3
Holders Change %
-0.92%
% of All Funds
8.03%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
38
Increased
111
Reduced
123
Closed
38
Calls
$10.7M
Puts
$9.61M
Net Calls
+$1.09M
Net Calls Change
+$4.41M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
151
Assured Investment Management
New York
$1.19M +$1.15M +12,172 New
DZ Bank
152
DZ Bank
Germany
$1.14M
LMGAM
153
Liberty Mutual Group Asset Management
Massachusetts
$1.12M -$537K -5,669 -33%
Envestnet Asset Management
154
Envestnet Asset Management
Illinois
$1.11M +$3.13K +33 +0.3%
HighTower Advisors
155
HighTower Advisors
Illinois
$1.1M -$51.4K -542 -5%
LRIC
156
Long Road Investment Counsel
Michigan
$1.1M
Cambridge Investment Research Advisors
157
Cambridge Investment Research Advisors
Iowa
$1.08M +$135K +1,427 +15%
LSERS
158
Louisiana State Employees Retirement System
Louisiana
$1.06M -$56.9K -600 -5%
Janney Montgomery Scott
159
Janney Montgomery Scott
Pennsylvania
$1.03M +$551K +5,817 +121%
Russell Investments Group
160
Russell Investments Group
United Kingdom
$1.02M -$976K -10,295 -50%
SCM
161
Sterling Capital Management
North Carolina
$995K -$41M -432,348 -98%
PC
162
Palo Capital
California
$987K -$5.31K -56 -0.5%
PGIM
163
Pacific Global Investment Management
California
$981K -$20.9K -221 -2%
IAM
164
Impax Asset Management
New Hampshire
$973K +$948K +10,000 New
LC
165
Loews Corp
New York
$973K +$948K +10,000 New
LRPA
166
L. Roy Papp & Associates
Arizona
$959K +$266K +2,804 +40%
TNAM
167
Terra Nova Asset Management
New York
$938K +$38K +401 +4%
Bank of Montreal
168
Bank of Montreal
Ontario, Canada
$937K -$1.41M -14,844 -61%
TRSOTSOK
169
Teachers Retirement System of the State of Kentucky
Kentucky
$934K
DADC
170
D.A. Davidson & Co
Montana
$915K -$252K -2,658 -22%
Public Employees Retirement Association of Colorado
171
Public Employees Retirement Association of Colorado
Colorado
$889K -$89.6K -945 -9%
LP
172
LMR Partners
United Kingdom
$883K +$860K +9,072 New
JMPWA
173
JP Morgan Private Wealth Advisors
California
$882K -$226K -2,380 -21%
CAM
174
Congress Asset Management
Massachusetts
$873K +$850K +8,967 New
Tudor Investment Corp
175
Tudor Investment Corp
Connecticut
$871K +$848K +8,943 New

SMG Hedge Fund Activity: Q3 2017 in Review

322 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q3 2017, worth a combined $3.92B — up 6.8% from $3.67B a quarter earlier.

Fund positioning in SMG was balanced in Q3 2017: 38 funds opened new positions, 38 closed out, 111 added to existing stakes and 123 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $34.6M. The largest seller was Sterling Capital Management, cutting an estimated $41M.

  • 322 institutional investors held ScottsMiracle-Gro (SMG) as of Q3 2017, down from 325 in Q2 2017.
  • Funds reported $3.92B of ScottsMiracle-Gro stock for Q3 2017, up 6.8% quarter-over-quarter.
  • 38 funds opened new ScottsMiracle-Gro positions in Q3 2017 and 38 closed out, a net change of 0 holders.
  • The largest ScottsMiracle-Gro buyer in Q3 2017 was Fidelity Investments, an estimated $34.6M added.
  • The largest ScottsMiracle-Gro seller in Q3 2017 was Sterling Capital Management, an estimated $41M sold.

Based on aggregated 13F filings for Q3 2017.