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ScottsMiracle-Gro

246 hedge funds and large institutions have $2.75B invested in ScottsMiracle-Gro in 2014 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 96 increasing their positions, 80 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,489% more call options, than puts

Call options by funds: $38.3M | Put options by funds: $2.41M

56% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 27

20% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 80

5% more funds holding

Funds holding: 234246 (+12)

0.15% more ownership

Funds ownership: 72.29%72.44% (+0.15%)

1% less capital invested

Capital invested by funds: $2.79B → $2.75B (-$40.8M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
246
Holders Change
+12
Holders Change %
+5.13%
% of All Funds
7.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
42
Increased
96
Reduced
80
Closed
27
Calls
$38.3M
Puts
$2.41M
Net Calls
+$35.8M
Net Calls Change
+$33.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SB
176
Suntrust Banks
Georgia
$405K +$48.2K +812 +14%
Royal Bank of Canada
177
Royal Bank of Canada
Ontario, Canada
$402K +$146K +2,466 +60%
BA
178
BlackRock Advisors
Delaware
$399K +$13.2K +223 +4%
KAM
179
Keeley Asset Management
Illinois
$396K
SG Americas Securities
180
SG Americas Securities
New York
$390K +$18.1K +305 +5%
JIM
181
Jensen Investment Management
Oregon
$389K +$376K +6,340 New
SAM
182
Securian Asset Management
Minnesota
$388K
COPPSERS
183
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$377K -$831 -14 -0.2%
ICM
184
IMS Capital Management
Oregon
$370K +$119 +2 +0%
PI
185
Placemark Investments
Illinois
$363K -$263K -4,435 -43%
RAM
186
RWC Asset Management
United Kingdom
$343K +$30.6K +516 +10%
RCM
187
Reynolds Capital Management
Nevada
$337K +$29.7K +500 +10%
NA
188
Navellier & Associates
Nevada
$336K -$36.1K -608 -10%
BT
189
Beacon Trust
New Jersey
$329K
HI
190
HBK Investments
Texas
$319K -$1.41M -23,792 -82%
SFP
191
Santa Fe Partners
New Mexico
$319K -$1.07M -17,969 -78%
AB
192
Amalgamated Bank
New York
$308K -$2.2K -37 -0.7%
QI
193
QS Investors
New York
$306K
DCM
194
Dynamic Capital Management
Jersey
$294K +$285K +4,800 New
PP
195
PDT Partners
New York
$286K -$1.88M -31,721 -87%
SI
196
Stephens Inc
Arkansas
$282K +$3.92K +66 +1%
Stifel Financial
197
Stifel Financial
Missouri
$282K +$273K +4,605 New
TAM
198
Telluride Asset Management
Minnesota
$277K +$269K +4,524 New
ProShare Advisors
199
ProShare Advisors
Maryland
$275K -$1.61M -27,170 -86%
OI
200
Oakbrook Investments
Illinois
$267K -$5.94K -100 -2%

SMG Hedge Fund Activity: Q1 2014 in Review

246 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q1 2014, worth a combined $2.75B — down 1.5% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SMG positions and 27 closed out — a net gain of 15 holders — while 96 added to existing stakes and 80 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $76.9M. The largest seller was Independent Franchise Partners, exiting entirely with an estimated $116M sold.

  • 246 institutional investors held ScottsMiracle-Gro (SMG) as of Q1 2014, up from 234 in Q4 2013.
  • Funds reported $2.75B of ScottsMiracle-Gro stock for Q1 2014, down 1.5% quarter-over-quarter.
  • 42 funds opened new ScottsMiracle-Gro positions in Q1 2014 and 27 closed out, a net change of +15 holders.
  • The largest ScottsMiracle-Gro buyer in Q1 2014 was Bank of New York Mellon, an estimated $76.9M added.
  • The largest ScottsMiracle-Gro seller in Q1 2014 was Independent Franchise Partners, an estimated $116M sold.

Based on aggregated 13F filings for Q1 2014.