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ScottsMiracle-Gro

431 hedge funds and large institutions have $3.94B invested in ScottsMiracle-Gro in 2019 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 141 increasing their positions, 123 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $20.5M | Put options by funds: $12.8M

49% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 47

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

15% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 123

3% more funds holding

Funds holding: 418431 (+13)

3% more capital invested

Capital invested by funds: $3.82B → $3.94B (+$116M)

1.16% less ownership

Funds ownership: 67.53%66.36% (-1.2%)

Holders
431
Holders Change
+13
Holders Change %
+3.11%
% of All Funds
8.49%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
70
Increased
141
Reduced
123
Closed
47
Calls
$20.5M
Puts
$12.8M
Net Calls
+$7.62M
Net Calls Change
-$2.96M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$496M +$16M +156,420 +3%
BlackRock
2
BlackRock
New York
$416M +$15.4M +150,934 +4%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$292M +$7.28M +71,188 +3%
First Eagle Investment Management
4
First Eagle Investment Management
New York
$170M -$770K -7,532 -0.5%
EARNEST Partners
5
EARNEST Partners
Georgia
$143M +$10.6M +103,962 +8%
WRF
6
Waddell & Reed Financial
Kansas
$126M +$11.2M +109,018 +10%
Fisher Asset Management
7
Fisher Asset Management
Washington
$123M -$28.5M -278,445 -19%
State Street
8
State Street
Massachusetts
$104M -$48K -469 -0%
Wells Fargo
9
Wells Fargo
California
$78.5M -$3.91M -38,260 -5%
Los Angeles Capital Management
10
Los Angeles Capital Management
California
$76.8M +$50.4M +492,833 +214%
Northern Trust
11
Northern Trust
Illinois
$76.6M -$3.97M -38,815 -5%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$68.4M -$4.77M -46,629 -7%
Macquarie Group
13
Macquarie Group
Australia
$59.2M +$5.25M +51,300 +10%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$57.2M -$1.85M -18,126 -3%
Bank of America
15
Bank of America
North Carolina
$54.4M +$35.8M +349,975 +216%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$51.9M -$64.9M -634,408 -56%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$45.2M +$1.98M +19,329 +5%
MG
18
Markel Group
Virginia
$44.8M +$1.13M +11,000 +3%
Norges Bank
19
Norges Bank
Norway
$41M
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$40.7M +$5.19M +50,726 +15%
Charles Schwab
21
Charles Schwab
California
$39.4M +$445K +4,354 +1%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$39.3M -$10.3K -101 -0%
HEC
23
Hudson Executive Capital
New York
$38.3M
Renaissance Technologies
24
Renaissance Technologies
New York
$38.1M -$2.68M -26,200 -7%
Ameriprise
25
Ameriprise
Minnesota
$36.6M +$17.8M +173,654 +101%

SMG Hedge Fund Activity: Q4 2019 in Review

431 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q4 2019, worth a combined $3.94B — up 3% from $3.82B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new SMG positions and 47 closed out — a net gain of 23 holders — while 141 added to existing stakes and 123 trimmed.

The largest buyer was Los Angeles Capital Management, adding an estimated $50.4M. The largest seller was Fidelity Investments, cutting an estimated $64.9M.

  • 431 institutional investors held ScottsMiracle-Gro (SMG) as of Q4 2019, up from 418 in Q3 2019.
  • Funds reported $3.94B of ScottsMiracle-Gro stock for Q4 2019, up 3% quarter-over-quarter.
  • 70 funds opened new ScottsMiracle-Gro positions in Q4 2019 and 47 closed out, a net change of +23 holders.
  • The largest ScottsMiracle-Gro buyer in Q4 2019 was Los Angeles Capital Management, an estimated $50.4M added.
  • The largest ScottsMiracle-Gro seller in Q4 2019 was Fidelity Investments, an estimated $64.9M sold.

Based on aggregated 13F filings for Q4 2019.