ScottsMiracle-Gro
559 hedge funds and large institutions have $8.7B invested in ScottsMiracle-Gro in 2021 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 181 increasing their positions, 172 reducing their positions, and 46 closing their positions.
133% more first-time investments, than exits
New positions opened: 107 | Existing positions closed: 46
67% more call options, than puts
Call options by funds: $116M | Put options by funds: $69.8M
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
22% more capital invested
Capital invested by funds: $7.16B → $8.7B (+$1.55B)
12% more funds holding
Funds holding: 501 → 559 (+58)
5% more repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 172
0.5% less ownership
Funds ownership: 64.62% → 64.12% (-0.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$97.5M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$81.5M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$38.2M |
| 4 |
SI
Scout Investments
Kansas City,
Missouri
|
+$28.9M |
| 5 |
EMG
ETF Managers Group
Summit,
New Jersey
|
+$27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Eagle Investment Management
New York
|
-$130M |
| 2 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$82.9M |
| 3 |
Morgan Stanley
New York
|
-$50.8M |
| 4 |
CCM
Candlestick Capital Management
Greenwich,
Connecticut
|
-$43.8M |
| 5 |
William Blair & Company
Chicago,
Illinois
|
-$38.1M |
SMG Hedge Fund Activity: Q1 2021 in Review
559 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q1 2021, worth a combined $8.7B — up 22% from $7.16B a quarter earlier.
Buyers outnumbered sellers: 107 funds opened new SMG positions and 46 closed out — a net gain of 61 holders — while 181 added to existing stakes and 172 trimmed.
The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $97.5M. The largest seller was First Eagle Investment Management, cutting an estimated $130M.
- 559 institutional investors held ScottsMiracle-Gro (SMG) as of Q1 2021, up from 501 in Q4 2020.
- Funds reported $8.7B of ScottsMiracle-Gro stock for Q1 2021, up 22% quarter-over-quarter.
- 107 funds opened new ScottsMiracle-Gro positions in Q1 2021 and 46 closed out, a net change of +61 holders.
- The largest ScottsMiracle-Gro buyer in Q1 2021 was Kayne Anderson Rudnick Investment Management, an estimated $97.5M added.
- The largest ScottsMiracle-Gro seller in Q1 2021 was First Eagle Investment Management, an estimated $130M sold.
Based on aggregated 13F filings for Q1 2021.