We are live on ! Find out more
SMG icon

ScottsMiracle-Gro

234 hedge funds and large institutions have $2.79B invested in ScottsMiracle-Gro in 2013 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 76 increasing their positions, 71 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 16

50% more call options, than puts

Call options by funds: $6.29M | Put options by funds: $4.21M

17% more funds holding

Funds holding: 200234 (+34)

15% more capital invested

Capital invested by funds: $2.44B → $2.79B (+$355M)

7% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 71

0.66% more ownership

Funds ownership: 71.63%72.29% (+0.66%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
234
Holders Change
+34
Holders Change %
+17%
% of All Funds
6.79%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
51
Increased
76
Reduced
71
Closed
16
Calls
$6.29M
Puts
$4.21M
Net Calls
+$2.09M
Net Calls Change
-$1.09M
Name Holding Trade Value Shares
Change
Change in
Stake
First Eagle Investment Management
1
First Eagle Investment Management
New York
$369M -$5.01M -85,600 -1%
PP
2
Prudential plc
United Kingdom
$237M -$135M -2,312,338 -38%
Vanguard Group
3
Vanguard Group
Pennsylvania
$173M +$14.8M +253,638 +10%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$153M +$3.94M +67,400 +3%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$135M +$65.2M +1,113,982 +106%
IFP
6
Independent Franchise Partners
United Kingdom
$116M -$157M -2,686,006 -59%
EARNEST Partners
7
EARNEST Partners
Georgia
$110M +$103M +1,764,473 New
Fisher Asset Management
8
Fisher Asset Management
Washington
$95.6M -$2.86M -48,900 -3%
Barrow, Hanley, Mewhinney & Strauss
9
Barrow, Hanley, Mewhinney & Strauss
Texas
$89M -$1.4M -23,930 -2%
WRF
10
Waddell & Reed Financial
Kansas
$82.6M +$4.29M +73,275 +6%
State Street
11
State Street
Massachusetts
$77.8M +$906K +15,488 +1%
BIT
12
BlackRock Institutional Trust
California
$74.1M +$3.29M +56,260 +5%
BFA
13
BlackRock Fund Advisors
California
$73.7M +$6.94M +118,544 +11%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$72.9M +$3.53M +60,283 +5%
Westfield Capital Management
15
Westfield Capital Management
Massachusetts
$69.1M -$2.7M -46,075 -4%
CI
16
Cambiar Investors
Colorado
$45.5M -$6.87M -117,341 -14%
Northern Trust
17
Northern Trust
Illinois
$33.7M -$257K -4,387 -0.8%
LI
18
LMCG Investments
Massachusetts
$32.7M +$4.04M +69,089 +15%
Credit Agricole
19
Credit Agricole
France
$31M
Norges Bank
20
Norges Bank
Norway
$26.9M
William Blair & Company
21
William Blair & Company
Illinois
$25.4M -$526K -8,992 -2%
Ameriprise
22
Ameriprise
Minnesota
$24.8M +$97.6K +1,668 +0.4%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$22.2M +$3.94M +67,241 +23%
MPMG
24
Minneapolis Portfolio Management Group
Minnesota
$21.8M -$314K -5,364 -2%
JP Morgan Chase
25
JP Morgan Chase
New York
$21.5M +$5.42M +92,669 +37%

SMG Hedge Fund Activity: Q4 2013 in Review

234 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q4 2013, worth a combined $2.79B — up 15% from $2.44B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new SMG positions and 16 closed out — a net gain of 35 holders — while 76 added to existing stakes and 71 trimmed.

The largest buyer was EARNEST Partners, opening a new position worth an estimated $103M. The largest seller was Independent Franchise Partners, cutting an estimated $157M.

  • 234 institutional investors held ScottsMiracle-Gro (SMG) as of Q4 2013, up from 200 in Q3 2013.
  • Funds reported $2.79B of ScottsMiracle-Gro stock for Q4 2013, up 15% quarter-over-quarter.
  • 51 funds opened new ScottsMiracle-Gro positions in Q4 2013 and 16 closed out, a net change of +35 holders.
  • The largest ScottsMiracle-Gro buyer in Q4 2013 was EARNEST Partners, an estimated $103M added.
  • The largest ScottsMiracle-Gro seller in Q4 2013 was Independent Franchise Partners, an estimated $157M sold.

Based on aggregated 13F filings for Q4 2013.