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ScottsMiracle-Gro
SMG

444 hedge funds and large institutions have $2.77B invested in ScottsMiracle-Gro in 2023 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 121 increasing their positions, 168 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 46

28% more capital invested

Capital invested by funds: $2.17B → $2.77B (+$608M)

22% more call options, than puts

Call options by funds: $52.9M | Put options by funds: $43.3M

10% more funds holding

Funds holding: 402 → 444 (+42)

2.72% more ownership

Funds ownership: 72.38% → 75.1% (+2.7%)

28% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 168

Holders
444
Holders Change
+42
Holders Change %
+10.45%
% of All Funds
6.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
93
Increased
121
Reduced
168
Closed
46
Calls
$52.9M
Puts
$43.3M
Net Calls
+$9.6M
Net Calls Change
+$17.7M

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$28.7M
2
Invesco
Invesco
Georgia
+$25.8M
3
Morgan Stanley
Morgan Stanley
New York
+$21.6M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$14.2M
5
GLA
Great Lakes Advisors
Illinois
+$10.6M

Top Sellers

Rank Fund Capital Flow
1
Federated Hermes
Federated Hermes
Pennsylvania
-$20.3M
2
BlackRock
BlackRock
New York
-$12.8M
3
CC
Clearline Capital
New York
-$11.5M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$7.11M
5
Marshall Wace
Marshall Wace
United Kingdom
-$4.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
AI
226
Atom Investors
Texas
$506K +$428K +7,930 New
Handelsbanken Fonder
227
Handelsbanken Fonder
Sweden
$500K – – –
PAG
228
Private Advisor Group
New Jersey
$499K +$34.8K +644 +9%
CAPTRUST Financial Advisors
229
CAPTRUST Financial Advisors
North Carolina
$476K +$41.3K +765 +11%
Federated Hermes
230
Federated Hermes
Pennsylvania
$462K -$20.3M -376,078 -98%
DF
231
Donoghue Forlines
Massachusetts
$461K +$29.1K +539 +8%
IIC
232
Integrated Investment Consultants
Michigan
$454K -$1.24K -23 -0.3%
MC
233
Moors & Cabot
Massachusetts
$451K +$124K +2,288 +48%
PA
234
Pinnacle Associates
New York
$446K +$13.5K +250 +4%
KAS
235
Kestra Advisory Services
Texas
$442K +$108 +2 +0%
Creative Planning
236
Creative Planning
Kansas
$436K -$45.5K -843 -11%
Neuberger Berman Group
237
Neuberger Berman Group
New York
$434K -$326K -6,039 -47%
PFA
238
Pathway Financial Advisers
Indiana
$430K -$34.2K -634 -9%
Teacher Retirement System of Texas
239
Teacher Retirement System of Texas
Texas
$417K +$353K +6,543 New
COI
240
Connable Office Inc
Michigan
$411K +$348K +6,450 New
BHCM
241
Boulder Hill Capital Management
New York
$408K +$346K +6,400 New
Verition Fund Management
242
Verition Fund Management
Connecticut
$407K +$345K +6,386 New
DA
243
Doliver Advisors
Texas
$392K -$10.8K -200 -3%
RP
244
Rowlandmiller & Partners
Georgia
$381K -$20.6K -382 -6%
Public Employees Retirement Association of Colorado
245
Public Employees Retirement Association of Colorado
Colorado
$373K – – –
LA
246
LVW Advisors
New York
$368K -$10.3K -190 -3%
LSA
247
Lion Street Advisors
Texas
$364K -$566K -10,481 -65%
Pictet Asset Management
248
Pictet Asset Management
Switzerland
$363K +$85.9K +1,591 +39%
WA
249
Wealth Alliance
New York
$359K +$54.9K +1,017 +22%
WSC
250
Wellington Shields & Co
New York
$357K -$93.6K -1,732 -24%
8 9
10
11 12

SMG Hedge Fund Activity: Q4 2023 in Review

444 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q4 2023, worth a combined $2.77B — up 28% from $2.17B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SMG positions and 46 closed out — a net gain of 47 holders — while 121 added to existing stakes and 168 trimmed.

The largest buyer was Northern Trust, adding an estimated $28.7M. The largest seller was Federated Hermes, cutting an estimated $20.3M.

  • 444 institutional investors held ScottsMiracle-Gro (SMG) as of Q4 2023, up from 402 in Q3 2023.
  • Funds reported $2.77B of ScottsMiracle-Gro stock for Q4 2023, up 28% quarter-over-quarter.
  • 93 funds opened new ScottsMiracle-Gro positions in Q4 2023 and 46 closed out, a net change of +47 holders.
  • The largest ScottsMiracle-Gro buyer in Q4 2023 was Northern Trust, an estimated $28.7M added.
  • The largest ScottsMiracle-Gro seller in Q4 2023 was Federated Hermes, an estimated $20.3M sold.

Based on aggregated 13F filings for Q4 2023.