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ScottsMiracle-Gro

283 hedge funds and large institutions have $3.1B invested in ScottsMiracle-Gro in 2016 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 86 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more call options, than puts

Call options by funds: $10.7M | Put options by funds: $2.56M

35% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 86

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 39

1% more funds holding

Funds holding: 280283 (+3)

3% more capital invested

Capital invested by funds: $3.02B → $3.1B (+$82.4M)

0.29% more ownership

Funds ownership: 69.57%69.85% (+0.29%)

Holders
283
Holders Change
+3
Holders Change %
+1.07%
% of All Funds
7.54%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
43
Increased
116
Reduced
86
Closed
39
Calls
$10.7M
Puts
$2.56M
Net Calls
+$8.1M
Net Calls Change
+$8.23M
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
201
SEI Investments
Pennsylvania
$421K +$126K +1,848 +47%
FIM
202
Freedom Investment Management
Connecticut
$420K +$152K +2,233 +63%
Teacher Retirement System of Texas
203
Teacher Retirement System of Texas
Texas
$413K +$97.4K +1,432 +34%
Nomura Holdings
204
Nomura Holdings
Japan
$408K -$77.6K -1,141 -17%
CWM
205
Calamos Wealth Management
Illinois
$404K +$377K +5,550 New
AB
206
Amalgamated Bank
New York
$403K +$28.8K +424 +8%
EGM
207
Engineers Gate Manager
New York
$393K +$367K +5,403 New
PG
208
PEAK6 Group
Illinois
$376K +$74.4K +1,094 +27%
BT
209
Beacon Trust
New Jersey
$364K
LIM
210
Leavell Investment Management
Alabama
$364K +$68K +1,000 +25%
HI
211
Handelsinvest Investeringsforvaltning
Denmark
$364K +$340K +5,000 New
CAM
212
Capstone Asset Management
Texas
$360K +$7.48K +110 +2%
COI
213
Connable Office Inc
Michigan
$359K
FMT
214
First Mercantile Trust
Tennessee
$348K -$109K -1,605 -25%
PC
215
Palo Capital
California
$341K +$47.1K +693 +17%
IRF
216
IBM Retirement Fund
New York
$332K -$399K -5,860 -56%
IGIM
217
I.G. Investment Management
Manitoba, Canada
$321K +$300K +4,410 New
Janney Montgomery Scott
218
Janney Montgomery Scott
Pennsylvania
$321K +$300K +4,413 New
SCM
219
Shelton Capital Management
Colorado
$315K
NIPH
220
NN Investment Partners Holdings
Netherlands
$306K +$286K +4,200 New
HCM
221
Hollencrest Capital Management
California
$302K
HSBC Holdings
222
HSBC Holdings
United Kingdom
$300K -$952 -14 -0.3%
OI
223
Oakbrook Investments
Illinois
$295K -$34K -500 -11%
Bank of Montreal
224
Bank of Montreal
Ontario, Canada
$289K +$60.9K +895 +29%
JMPWA
225
JP Morgan Private Wealth Advisors
California
$289K +$271K +3,985 New

SMG Hedge Fund Activity: Q1 2016 in Review

283 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q1 2016, worth a combined $3.1B — up 2.7% from $3.02B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new SMG positions and 39 closed out — a net gain of 4 holders — while 116 added to existing stakes and 86 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $37.7M. The largest seller was Prudential plc, cutting an estimated $58.2M.

  • 283 institutional investors held ScottsMiracle-Gro (SMG) as of Q1 2016, up from 280 in Q4 2015.
  • Funds reported $3.1B of ScottsMiracle-Gro stock for Q1 2016, up 2.7% quarter-over-quarter.
  • 43 funds opened new ScottsMiracle-Gro positions in Q1 2016 and 39 closed out, a net change of +4 holders.
  • The largest ScottsMiracle-Gro buyer in Q1 2016 was Lord, Abbett & Co, an estimated $37.7M added.
  • The largest ScottsMiracle-Gro seller in Q1 2016 was Prudential plc, an estimated $58.2M sold.

Based on aggregated 13F filings for Q1 2016.