We are live on ! Find out more
SMG icon

ScottsMiracle-Gro

431 hedge funds and large institutions have $2.49B invested in ScottsMiracle-Gro in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 145 increasing their positions, 151 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.33% more ownership

Funds ownership: 70.62%70.95% (+0.33%)

4% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 151

9% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 58

2% less funds holding

Funds holding: 440431 (-9)

10% less capital invested

Capital invested by funds: $2.77B → $2.49B (-$272M)

70% less call options, than puts

Call options by funds: $61.1M | Put options by funds: $207M

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
431
Holders Change
-9
Holders Change %
-2.05%
% of All Funds
6.77%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
53
Increased
145
Reduced
151
Closed
58
Calls
$61.1M
Puts
$207M
Net Calls
-$145M
Net Calls Change
-$70M
Name Holding Trade Value Shares
Change
Change in
Stake
MC
226
Moors & Cabot
Massachusetts
$444K -$430K -6,414 -48%
PCP
227
Proficio Capital Partners
Massachusetts
$439K -$8.31K -124 -2%
WSC
228
Wellington Shields & Co
New York
$438K +$14.1K +211 +3%
COI
229
Connable Office Inc
Michigan
$433K
TRSOTSOK
230
Teachers Retirement System of the State of Kentucky
Kentucky
$429K +$44.6K +665 +11%
PA
231
Pinnacle Associates
New York
$423K -$13.4K -200 -3%
GIP
232
Greatmark Investment Partners
Georgia
$423K
LA
233
LVW Advisors
New York
$410K -$4.16K -62 -0.9%
CS
234
Cannell & Spears
New York
$407K -$88.3K -1,317 -17%
KAS
235
Kestra Advisory Services
Texas
$403K -$4.63K -69 -1%
MPPW
236
Mitchell & Pahl Private Wealth
Oklahoma
$399K +$20.6K +307 +5%
T
237
TRUADVICE
Florida
$391K +$247K +3,682 +99%
State of Wisconsin Investment Board
238
State of Wisconsin Investment Board
Wisconsin
$377K -$102K -1,522 -20%
DA
239
Doliver Advisors
Texas
$371K -$8.72K -130 -2%
CC
240
Corton Capital
Ontario, Canada
$368K +$394K +5,874 New
Public Employees Retirement Association of Colorado
241
Public Employees Retirement Association of Colorado
Colorado
$367K
Zurich Cantonal Bank
242
Zurich Cantonal Bank
Switzerland
$341K
CAPTRUST Financial Advisors
243
CAPTRUST Financial Advisors
North Carolina
$340K +$138K +2,060 +61%
CCIA
244
Campbell & Co Investment Adviser
Maryland
$330K -$603K -8,997 -63%
FIM
245
Fernwood Investment Management
Massachusetts
$324K +$7.78K +116 +2%
BL
246
Balentine LLC
Georgia
$322K -$6.97K -104 -2%
DF
247
Donoghue Forlines
Massachusetts
$322K +$345K +5,142 New
SOADOR
248
State of Alaska Department of Revenue
Alaska
$318K -$37K -552 -10%
CT
249
Chicago Trust
Illinois
$317K
IAIM
250
International Assets Investment Management
Florida
$316K +$6.64K +99 +2%

SMG Hedge Fund Activity: Q2 2023 in Review

431 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q2 2023, worth a combined $2.49B — down 9.8% from $2.77B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of SMG and 53 opened new positions — a net loss of 5 holders — while 151 trimmed existing stakes and 145 added.

The largest buyer was Northern Trust, adding an estimated $21.5M. The largest seller was EARNEST Partners, cutting an estimated $38.4M.

  • 431 institutional investors held ScottsMiracle-Gro (SMG) as of Q2 2023, down from 440 in Q1 2023.
  • Funds reported $2.49B of ScottsMiracle-Gro stock for Q2 2023, down 9.8% quarter-over-quarter.
  • 53 funds opened new ScottsMiracle-Gro positions in Q2 2023 and 58 closed out, a net change of -5 holders.
  • The largest ScottsMiracle-Gro buyer in Q2 2023 was Northern Trust, an estimated $21.5M added.
  • The largest ScottsMiracle-Gro seller in Q2 2023 was EARNEST Partners, an estimated $38.4M sold.

Based on aggregated 13F filings for Q2 2023.