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ScottsMiracle-Gro

412 hedge funds and large institutions have $3.63B invested in ScottsMiracle-Gro in 2020 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 121 increasing their positions, 146 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

29% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $9.64M

2.58% less ownership

Funds ownership: 66.36%63.78% (-2.6%)

4% less funds holding

Funds holding: 431412 (-19)

8% less capital invested

Capital invested by funds: $3.94B → $3.63B (-$304M)

17% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 146

22% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 72

Holders
412
Holders Change
-19
Holders Change %
-4.41%
% of All Funds
9.08%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.22%
New
56
Increased
121
Reduced
146
Closed
72
Calls
$12.4M
Puts
$9.64M
Net Calls
+$2.79M
Net Calls Change
-$4.83M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
176
Penserra Capital Management
California
$965K +$731K +6,650 +2,578%
NMERB
177
New Mexico Educational Retirement Board
New Mexico
$963K +$286K +2,600 +38%
GC
178
Guggenheim Capital
Illinois
$962K -$35.3K -321 -3%
COPPSERS
179
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$954K +$256K +2,332 +33%
VFA
180
Voya Financial Advisors
Connecticut
$944K -$503K -4,571 -34%
Commonwealth Equity Services
181
Commonwealth Equity Services
Massachusetts
$941K -$79.2K -720 -7%
3C
182
361 Capital
Colorado
$916K -$189K -1,715 -16%
Deutsche Bank
183
Deutsche Bank
Germany
$818K -$514K -4,671 -37%
JIM
184
Jensen Investment Management
Oregon
$813K -$233K -2,120 -21%
CFMC
185
Curbstone Financial Management Corp
New Hampshire
$801K -$25.3K -230 -3%
RI
186
Ridgewood Investments
New Jersey
$783K -$144K -1,313 -15%
URS
187
Utah Retirement Systems
Utah
$778K
IR
188
Invictus RG
Bermuda
$771K +$828K +7,529 New
MERSOM
189
Municipal Employees' Retirement System of Michigan
Michigan
$762K +$14.3K +130 +2%
NIM
190
Nicollet Investment Management
Minnesota
$758K -$7.7K -70 -0.9%
GAM
191
Gotham Asset Management
New York
$751K -$4.84M -43,965 -86%
CB
192
Commerce Bank
Missouri
$728K +$149K +1,351 +23%
HMS
193
Hanseatic Management Services
New Mexico
$720K
WAM
194
Wolverine Asset Management
Illinois
$716K +$770K +7,000 New
SOADOR
195
State of Alaska Department of Revenue
Alaska
$699K +$34.2K +311 +5%
CAAS
196
Capital Asset Advisory Services
Michigan
$695K -$6.82K -62 -1%
Susquehanna International Group
197
Susquehanna International Group
Pennsylvania
$670K -$626K -5,691 -47%
Public Employees Retirement Association of Colorado
198
Public Employees Retirement Association of Colorado
Colorado
$669K
QC
199
Quadrature Capital
United Kingdom
$665K +$715K +6,500 New
TRSOTSOK
200
Teachers Retirement System of the State of Kentucky
Kentucky
$656K -$66K -600 -9%

SMG Hedge Fund Activity: Q1 2020 in Review

412 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q1 2020, worth a combined $3.63B — down 7.7% from $3.94B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of SMG and 56 opened new positions — a net loss of 16 holders — while 146 trimmed existing stakes and 121 added.

The largest buyer was Massachusetts Financial Services, adding an estimated $43.4M. The largest seller was Markel Group, exiting entirely with an estimated $44.8M sold.

  • 412 institutional investors held ScottsMiracle-Gro (SMG) as of Q1 2020, down from 431 in Q4 2019.
  • Funds reported $3.63B of ScottsMiracle-Gro stock for Q1 2020, down 7.7% quarter-over-quarter.
  • 56 funds opened new ScottsMiracle-Gro positions in Q1 2020 and 72 closed out, a net change of -16 holders.
  • The largest ScottsMiracle-Gro buyer in Q1 2020 was Massachusetts Financial Services, an estimated $43.4M added.
  • The largest ScottsMiracle-Gro seller in Q1 2020 was Markel Group, an estimated $44.8M sold.

Based on aggregated 13F filings for Q1 2020.