SMG
The Scotts Miracle-Gro Company · Basic Materials · Agricultural Inputs
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +13.5% · nuevas posiciones netas 0.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| 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) | 1.51M | +2.6% | $82.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Millennium Management ✦ | 1.42M | +288.8% | $78.01M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 747.54K | +5.9% | $41.05M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 747.54K | +5.9% | $41.05M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Norges Bank ✦ (pasivo) | 486.39K | +233.2% | $26.70M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 416.05K | +139.8% | $22.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 416.05K | +139.8% | $22.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | GAMCO Investors ✦ | 294.56K | +13.8% | $16.17M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 9 | Fisher Asset Management ✦ | 226.88K | +131.4% | $12.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 175.46K | -49.2% | $9.63M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Markel Group ✦ | 168.00K | 0.0% | $9.22M | 0.1% | Held | 4 | SEC ↗ |
| 12 | Markel Group ✦ | 168.00K | 0.0% | $9.22M | 0.1% | Held | 4 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 147.25K | -65.1% | $7.94M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 147.25K | -65.1% | $7.94M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 147.25K | -65.1% | $7.94M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 147.25K | -65.1% | $7.94M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Wellington Management ✦ | 143.54K | +137.6% | $7.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Wellington Management ✦ | 143.54K | +137.6% | $7.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Point72 Asset Management ✦ | 93.87K | -88.3% | $5.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | D. E. Shaw & Co. ✦ | 56.84K | Nuevo | $3.12M | 0.0% | New | 1 | SEC ↗ |
| 21 | T. Rowe Price ✦ | 38.81K | +6.0% | $2.13M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Marshall Wace ✦ | 25.11K | -80.8% | $1.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Marshall Wace ✦ | 25.11K | -80.8% | $1.38M | 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
| D. E. Shaw & Co. | $3.12M | 0.0% |
Posición cerrada
| Gotham Asset Management | $3.67M | 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