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ScottsMiracle-Gro

332 hedge funds and large institutions have $4.05B invested in ScottsMiracle-Gro in 2016 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 88 increasing their positions, 132 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more call options, than puts

Call options by funds: $42.4M | Put options by funds: $11.8M

165% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 26

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

14% more capital invested

Capital invested by funds: $3.55B → $4.05B (+$505M)

13% more funds holding

Funds holding: 295332 (+37)

0.05% more ownership

Funds ownership: 70.73%70.78% (+0.05%)

33% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 132

Holders
332
Holders Change
+37
Holders Change %
+12.54%
% of All Funds
8.3%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
69
Increased
88
Reduced
132
Closed
26
Calls
$42.4M
Puts
$11.8M
Net Calls
+$30.6M
Net Calls Change
+$6.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$536M +$345M +3,847,358 +218%
Vanguard Group
2
Vanguard Group
Pennsylvania
$352M +$11.9M +132,711 +4%
First Eagle Investment Management
3
First Eagle Investment Management
New York
$347M -$181M -2,020,478 -36%
BFA
4
BlackRock Fund Advisors
California
$169M +$5.32M +59,326 +3%
Fisher Asset Management
5
Fisher Asset Management
Washington
$143M -$4.27M -47,659 -3%
BIT
6
BlackRock Institutional Trust
California
$130M +$2.15M +23,941 +2%
EARNEST Partners
7
EARNEST Partners
Georgia
$127M -$10.1M -112,546 -8%
State Street
8
State Street
Massachusetts
$110M -$2.24M -25,002 -2%
PP
9
Prudential plc
United Kingdom
$82.6M
Barrow, Hanley, Mewhinney & Strauss
10
Barrow, Hanley, Mewhinney & Strauss
Texas
$75.2M -$2.01M -22,400 -3%
SC
11
Sculptor Capital
New York
$69.9M +$62.6M +697,799 +2,061%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$68.9M -$30.4M -338,469 -32%
WRF
13
Waddell & Reed Financial
Kansas
$67.4M -$23.5M -262,441 -27%
SCM
14
Sterling Capital Management
North Carolina
$60.5M -$45.5M -507,147 -44%
Northern Trust
15
Northern Trust
Illinois
$59.6M +$6.71M +74,863 +14%
Fidelity International
16
Fidelity International
Bermuda
$57.6M -$44.3M -493,539 -45%
Kayne Anderson Rudnick Investment Management
17
Kayne Anderson Rudnick Investment Management
California
$55.4M -$2.85M -31,759 -5%
American Century Companies
18
American Century Companies
Missouri
$52.7M -$3.27M -36,485 -6%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$49.2M +$12.9M +143,709 +39%
BTS
20
BB&T Securities
Virginia
$45.4M
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$43.2M -$208K -2,318 -0.5%
Goldman Sachs
22
Goldman Sachs
New York
$41M +$24.7M +275,515 +180%
Norges Bank
23
Norges Bank
Norway
$40.6M +$6.14M +68,411 +19%
Macquarie Group
24
Macquarie Group
Australia
$38.3M -$7.63M -85,073 -17%
TCIM
25
TIAA CREF Investment Management
New York
$36.6M +$16.8M +186,924 +95%

SMG Hedge Fund Activity: Q4 2016 in Review

332 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q4 2016, worth a combined $4.05B — up 14% from $3.55B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new SMG positions and 26 closed out — a net gain of 43 holders — while 88 added to existing stakes and 132 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $345M. The largest seller was First Eagle Investment Management, cutting an estimated $181M.

  • 332 institutional investors held ScottsMiracle-Gro (SMG) as of Q4 2016, up from 295 in Q3 2016.
  • Funds reported $4.05B of ScottsMiracle-Gro stock for Q4 2016, up 14% quarter-over-quarter.
  • 69 funds opened new ScottsMiracle-Gro positions in Q4 2016 and 26 closed out, a net change of +43 holders.
  • The largest ScottsMiracle-Gro buyer in Q4 2016 was Fidelity Investments, an estimated $345M added.
  • The largest ScottsMiracle-Gro seller in Q4 2016 was First Eagle Investment Management, an estimated $181M sold.

Based on aggregated 13F filings for Q4 2016.