SMG
The Scotts Miracle-Gro Company · Basic Materials · Agricultural Inputs
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +14.1% · nuevas posiciones netas 0.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 109 | +4 | 31.88M | $2.17B | +12 | −7 |
| Q1 2026 | 107 | -8 | 28.46M | $1.73B | +2 | −11 |
| Q4 2025 | 116 | -2 | 30.35M | $1.77B | +2 | −3 |
| Q3 2025 | 23 | +2 | 16.26M | $925.06M | +2 | −1 |
| Q2 2025 | 19 | +1 | 16.95M | $1.12B | +2 | −1 |
| Q1 2025 | 15 | 0 | 5.95M | $326.32M | +1 | −1 |
| Q4 2024 | 15 | 0 | 5.24M | $347.28M | +2 | −2 |
| Q3 2024 | 14 | +3 | 3.12M | $270.29M | +3 | — |
| Q2 2024 | 11 | — | 6.53M | $424.67M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 1.47M | — | $97.38M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Point72 Asset Management ✦ | 805.75K | Nuevo | $53.45M | 0.1% | New | 1 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 705.60K | -0.4% | $46.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 705.60K | -0.4% | $46.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | AQR Capital Management ✦ | 421.84K | -31.0% | $27.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | AQR Capital Management ✦ | 421.84K | -31.0% | $27.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 421.84K | -31.0% | $27.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 421.84K | -31.0% | $27.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Millennium Management ✦ | 365.55K | +87.9% | $24.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 345.72K | -32.3% | $22.93M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 11 | GAMCO Investors ✦ | 258.82K | +1.1% | $17.17M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 173.51K | +339.7% | $11.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 173.51K | +339.7% | $11.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Markel Group ✦ | 168.00K | 0.0% | $11.15M | 0.1% | Held | 3 | SEC ↗ |
| 15 | Markel Group ✦ | 168.00K | 0.0% | $11.15M | 0.1% | Held | 3 | SEC ↗ |
| 16 | Norges Bank ✦ (pasivo) | 145.98K | +4.7% | $9.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Marshall Wace ✦ | 130.54K | +202.2% | $8.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Marshall Wace ✦ | 130.54K | +202.2% | $8.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Marshall Wace ✦ | 130.54K | +202.2% | $8.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Fisher Asset Management ✦ | 98.06K | -0.3% | $6.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Wellington Management ✦ | 60.42K | Nuevo | $4.01M | 0.0% | New | 1 | SEC ↗ |
| 22 | Wellington Management ✦ | 60.42K | Nuevo | $4.01M | 0.0% | New | 1 | SEC ↗ |
| 23 | Gotham Asset Management ✦ | 55.35K | -58.7% | $3.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | T. Rowe Price ✦ | 36.62K | -50.8% | $2.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Point72 Asset Management | $53.45M | 0.1% |
| Wellington Management | $4.01M | 0.0% |
| Wellington Management | $4.01M | 0.0% |
Posición cerrada
| Renaissance Technologies | $12.55M | era 0.0% |
| D. E. Shaw & Co. | $209,294 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 434 tenedores, 45.93M acciones, $2.76B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Director · 831 acc. · $51,227
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología