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ScottsMiracle-Gro
SMG

345 hedge funds and large institutions have $4B invested in ScottsMiracle-Gro in 2017 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 107 increasing their positions, 117 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 44

7% more funds holding

Funds holding: 322 → 345 (+23)

2% more capital invested

Capital invested by funds: $3.92B → $4B (+$85.7M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

9% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 117

3.3% less ownership

Funds ownership: 68.91% → 65.61% (-3.3%)

32% less call options, than puts

Call options by funds: $6.5M | Put options by funds: $9.55M

Holders
345
Holders Change
+23
Holders Change %
+7.14%
% of All Funds
7.82%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
69
Increased
107
Reduced
117
Closed
44
Calls
$6.5M
Puts
$9.55M
Net Calls
-$3.05M
Net Calls Change
-$4.15M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$23M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$19.4M
3
Invesco
Invesco
Georgia
+$13.4M
4
LCM
Landscape Capital Management
New Jersey
+$12.4M
5
TCM
TimesSquare Capital Management
New York
+$11M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$116M
2
First Eagle Investment Management
First Eagle Investment Management
New York
-$73.3M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$63.9M
4
Bank of America
Bank of America
North Carolina
-$21.6M
5
Renaissance Technologies
Renaissance Technologies
New York
-$18.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SMC
176
S. Muoio & Co
New York
$931K – – –
EA
177
Emerald Advisers
Pennsylvania
$931K +$869K +8,701 New
JIC
178
Johnson Investment Counsel
Ohio
$930K -$2K -20 -0.2%
SRAM
179
Stone Ridge Asset Management
New York
$928K +$866K +8,673 New
UCFA
180
United Capital Financial Advisors
Texas
$900K -$9.99K -100 -1%
BNP Paribas Financial Markets
181
BNP Paribas Financial Markets
France
$894K -$537K -5,371 -39%
RFC
182
Regions Financial Corp
Alabama
$873K +$1.9K +19 +0.2%
O
183
OppenheimerFunds
New York
$870K -$5.79K -58 -0.7%
URS
184
Utah Retirement Systems
Utah
$852K -$9.99K -100 -1%
PA
185
Profund Advisors
Maryland
$819K +$159K +1,588 +26%
RJFSA
186
Raymond James Financial Services Advisors
Florida
$811K -$27.6K -276 -4%
GWCM
187
Godshalk Welsh Capital Management
Pennsylvania
$805K -$12.5K -125 -2%
SG Americas Securities
188
SG Americas Securities
New York
$792K +$488K +4,887 +195%
GXMC
189
Global X Management Company
New York
$768K -$41.4K -414 -5%
CA
190
Cetera Advisors
Colorado
$767K -$1.23M -12,277 -63%
JIM
191
Jensen Investment Management
Oregon
$755K +$441K +4,410 +166%
NIM
192
Nicollet Investment Management
Minnesota
$744K +$695K +6,955 New
ProShare Advisors
193
ProShare Advisors
Maryland
$711K +$162K +1,622 +32%
CCM
194
Condor Capital Management
New Jersey
$710K +$14.1K +141 +2%
CPC
195
Cookson Peirce & Co
Pennsylvania
$695K +$649K +6,500 New
SW
196
SVB Wealth
Massachusetts
$692K +$9.79K +98 +2%
COPPSERS
197
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$639K +$699 +7 +0.1%
AWM
198
Avior Wealth Management
Nebraska
$628K +$586K +5,869 New
NA
199
Neuburgh Advisers
California
$622K +$57.7K +578 +11%
Millennium Management
200
Millennium Management
New York
$595K -$6.48M -64,856 -92%
6 7
8
9 10

SMG Hedge Fund Activity: Q4 2017 in Review

345 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q4 2017, worth a combined $4B — up 2.2% from $3.92B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new SMG positions and 44 closed out — a net gain of 25 holders — while 107 added to existing stakes and 117 trimmed.

The largest buyer was Vanguard Group, adding an estimated $23M. The largest seller was Fidelity Investments, cutting an estimated $116M.

  • 345 institutional investors held ScottsMiracle-Gro (SMG) as of Q4 2017, up from 322 in Q3 2017.
  • Funds reported $4B of ScottsMiracle-Gro stock for Q4 2017, up 2.2% quarter-over-quarter.
  • 69 funds opened new ScottsMiracle-Gro positions in Q4 2017 and 44 closed out, a net change of +25 holders.
  • The largest ScottsMiracle-Gro buyer in Q4 2017 was Vanguard Group, an estimated $23M added.
  • The largest ScottsMiracle-Gro seller in Q4 2017 was Fidelity Investments, an estimated $116M sold.

Based on aggregated 13F filings for Q4 2017.