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.
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: 179 → 200 (+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: 3 → 3 (0)
1.63% less ownership
Funds ownership: 73.26% → 71.63% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$23M |
| 2 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
+$19.3M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$12.6M |
| 4 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$11.2M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$6.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
-$58.8M |
| 2 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$41.7M |
| 3 |
PP
Prudential plc
London, England,
United Kingdom
|
-$33.2M |
| 4 |
JP Morgan Chase
New York
|
-$23.1M |
| 5 |
MAMU
Marathon Asset Management (UK)
London,
United Kingdom
|
-$14.4M |
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.