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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$467M -$12M -109,487 -2%
BlackRock
2
BlackRock
New York
$371M -$31.9M -290,277 -7%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$300M +$19.4M +176,787 +6%
First Eagle Investment Management
4
First Eagle Investment Management
New York
$163M -$505K -4,588 -0.3%
EARNEST Partners
5
EARNEST Partners
Georgia
$144M +$6.34M +57,650 +4%
WRF
6
Waddell & Reed Financial
Kansas
$115M -$6.98M -63,466 -5%
Fisher Asset Management
7
Fisher Asset Management
Washington
$108M -$10.7M -97,326 -8%
State Street
8
State Street
Massachusetts
$102M +$1.64M +14,931 +2%
Bank of America
9
Bank of America
North Carolina
$87.4M +$37.5M +341,395 +67%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$79.6M +$43.4M +394,650 +103%
Wells Fargo
11
Wells Fargo
California
$77M +$1.36M +12,398 +2%
Northern Trust
12
Northern Trust
Illinois
$68.9M -$5.4M -49,087 -7%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$62.4M -$3.82M -34,745 -5%
Macquarie Group
14
Macquarie Group
Australia
$56.8M -$309K -2,809 -0.5%
Los Angeles Capital Management
15
Los Angeles Capital Management
California
$52.4M -$23.3M -212,116 -29%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$47.8M +$4.54M +41,294 +10%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$45.7M -$10.1M -92,103 -17%
Federated Hermes
18
Federated Hermes
Pennsylvania
$41.2M +$13.7M +124,467 +45%
Norges Bank
19
Norges Bank
Norway
$39.6M
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$39.4M +$1.63M +14,805 +4%
Charles Schwab
21
Charles Schwab
California
$38.8M +$859K +7,806 +2%
RAM
22
RWC Asset Management
United Kingdom
$37.4M +$2.56M +23,234 +7%
Invesco
23
Invesco
Georgia
$33.4M +$1.1K +10 +0%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$33M -$296K -2,687 -0.8%
William Blair & Company
25
William Blair & Company
Illinois
$30M -$283K -2,573 -0.9%

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.