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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
VT
251
Vise Technologies
New York
$307K -$119K -1,776 -27%
YC
252
Yarbrough Capital
Tennessee
$306K
WC
253
Westhampton Capital
North Carolina
$305K +$26.8K +400 +9%
WS
254
Wedbush Securities
California
$303K +$37.1K +553 +13%
WSCM
255
Wellington Shields Capital Management
New York
$293K -$77.1K -1,150 -20%
WA
256
Wealth Alliance
New York
$291K +$2.95K +44 +1%
PCM
257
Prelude Capital Management
New York
$286K +$306K +4,568 New
BIAS
258
Beacon Investment Advisory Services
New Jersey
$276K
EAM
259
Eukles Asset Management
Ohio
$274K +$2.48K +37 +0.9%
AAS
260
Avantax Advisory Services
Texas
$272K -$29.4K -438 -9%
SI
261
Sprott Inc
Ontario, Canada
$265K -$12.8K -191 -4%
KPWS
262
Kestra Private Wealth Services
Texas
$264K -$49.4K -736 -15%
VF
263
Virtu Financial
New York
$259K -$1.25M -18,573 -82%
PAMS
264
Pictet Asset Management (Switzerland)
Switzerland
$257K -$51.2K -764 -16%
Cetera Investment Advisers
265
Cetera Investment Advisers
Illinois
$252K +$2.41K +36 +0.9%
BG
266
Bahl & Gaynor
Ohio
$251K -$2.62K -39 -1%
BC
267
Brookfield Corp
Ontario, Canada
$239K +$256K +3,815 New
AIS
268
American Investment Services
Massachusetts
$238K +$255K +3,804 New
GCM
269
Graham Capital Management
Connecticut
$237K -$2.6M -38,748 -91%
MIM
270
Moseley Investment Management
Florida
$232K +$19.1K +285 +8%
SAM
271
Securian Asset Management
Minnesota
$228K -$6.71K -100 -3%
RWB
272
RMR Wealth Builders
New Jersey
$226K
FIA
273
Foundations Investment Advisors
Arizona
$223K +$239K +3,557 New
PTC
274
Petrus Trust Company
Texas
$222K +$237K +3,534 New
AIM
275
Aigen Investment Management
New York
$215K +$230K +3,427 New

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.