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ScottsMiracle-Gro

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: 402444 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
TC
251
Truvestments Capital
Florida
$355K +$75.6K +1,399 +34%
Mitsubishi UFJ Trust & Banking
252
Mitsubishi UFJ Trust & Banking
Japan
$345K +$275K +5,087 +1,585%
Susquehanna International Group
253
Susquehanna International Group
Pennsylvania
$337K -$1.04M -19,330 -79%
FIM
254
Fernwood Investment Management
Massachusetts
$330K -$108 -2 -0%
TRCT
255
Tower Research Capital (TRC)
New York
$323K +$59.1K +1,095 +28%
SC
256
Stephens Consulting
Michigan
$322K
NC
257
NinePointTwo Capital
California
$322K
RA
258
Royce & Associates
New York
$319K -$714K -13,220 -73%
Capstone Investment Advisors
259
Capstone Investment Advisors
New York
$314K +$266K +4,920 New
RWB
260
RMR Wealth Builders
New Jersey
$293K
SOADOR
261
State of Alaska Department of Revenue
Alaska
$285K -$26.2K -485 -10%
EAM
262
Eukles Asset Management
Ohio
$283K +$1.89K +35 +0.8%
BIAS
263
Beacon Investment Advisory Services
New Jersey
$281K
SI
264
Sprott Inc
Ontario, Canada
$280K +$6.1K +113 +3%
WS
265
Wedbush Securities
California
$279K -$27.8K -515 -11%
SG Americas Securities
266
SG Americas Securities
New York
$274K -$72K -1,333 -24%
CWM
267
Connecticut Wealth Management
Connecticut
$274K -$260K -4,807 -53%
State of Wisconsin Investment Board
268
State of Wisconsin Investment Board
Wisconsin
$255K -$36.4K -674 -14%
AAS
269
Ameritas Advisory Services
Nebraska
$254K +$972 +18 +0.5%
HWMA
270
Heritage Wealth Management (Arizona)
Arizona
$252K +$214K +3,954 New
BL
271
Balentine LLC
Georgia
$251K -$56.7K -1,050 -21%
KPWS
272
Kestra Private Wealth Services
Texas
$250K -$31K -573 -13%
KWM
273
Kingsview Wealth Management
Oregon
$250K -$2.62M -48,505 -93%
Cetera Investment Advisers
274
Cetera Investment Advisers
Illinois
$249K -$12.5K -232 -6%
FAIM
275
Financial Advocates Investment Management
Washington
$248K +$210K +3,890 New

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.