We are live on ! Find out more
SMG icon

ScottsMiracle-Gro

430 hedge funds and large institutions have $3.32B invested in ScottsMiracle-Gro in 2024 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 172 increasing their positions, 129 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

33% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 129

20% more capital invested

Capital invested by funds: $2.77B → $3.32B (+$551M)

3.55% more ownership

Funds ownership: 75.1%78.65% (+3.5%)

3% less funds holding

Funds holding: 444430 (-14)

15% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 67

19% less call options, than puts

Call options by funds: $85.2M | Put options by funds: $105M

Holders
430
Holders Change
-14
Holders Change %
-3.15%
% of All Funds
6.19%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
57
Increased
172
Reduced
129
Closed
67
Calls
$85.2M
Puts
$105M
Net Calls
-$20.1M
Net Calls Change
-$29.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RWB
251
RMR Wealth Builders
New Jersey
$343K
SOADOR
252
State of Alaska Department of Revenue
Alaska
$339K +$4.04K +65 +1%
YIH
253
Y-Intercept (HK)
Hong Kong
$336K -$424K -6,826 -60%
EAM
254
Eukles Asset Management
Ohio
$332K +$497 +8 +0.2%
OQS
255
Occudo Quantitative Strategies
Florida
$328K +$273K +4,398 New
CAM
256
Cresset Asset Management
Illinois
$326K +$37.5K +604 +16%
SI
257
Stephens Inc
Arkansas
$322K +$59.6K +960 +29%
AC
258
AXQ Capital
New Jersey
$314K -$758K -12,200 -74%
SI
259
Sprott Inc
Ontario, Canada
$312K -$12.3K -198 -5%
FAIM
260
Financial Advocates Investment Management
Washington
$302K +$10.2K +164 +4%
AWM
261
Axxcess Wealth Management
California
$296K +$7.08K +114 +3%
Capstone Investment Advisors
262
Capstone Investment Advisors
New York
$292K -$62.3K -1,003 -20%
AAS
263
Ameritas Advisory Services
Nebraska
$290K -$6.15K -99 -2%
HWMA
264
Heritage Wealth Management (Arizona)
Arizona
$287K -$6.52K -105 -3%
Deutsche Bank
265
Deutsche Bank
Germany
$285K +$54.5K +878 +30%
VPIM
266
Vanguard Personalized Indexing Management
California
$281K +$234K +3,770 New
Wealth Enhancement Advisory Services
267
Wealth Enhancement Advisory Services
Minnesota
$278K +$2.24K +36 +1%
IWM
268
IHT Wealth Management
Illinois
$278K +$231K +3,725 New
Cerity Partners
269
Cerity Partners
New York
$273K +$227K +3,657 New
AFG
270
Atomi Financial Group
New York
$267K +$223K +3,585 New
IAIM
271
International Assets Investment Management
Florida
$264K +$6.15K +99 +3%
BL
272
Balentine LLC
Georgia
$260K -$27.8K -448 -11%
BBA
273
Baader Bank Aktiengesellschaft
Germany
$256K +$213K +3,433 New
SAM
274
Securian Asset Management
Minnesota
$255K
State of Wisconsin Investment Board
275
State of Wisconsin Investment Board
Wisconsin
$252K -$38.6K -622 -16%

SMG Hedge Fund Activity: Q1 2024 in Review

430 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q1 2024, worth a combined $3.32B — up 20% from $2.77B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of SMG and 57 opened new positions — a net loss of 10 holders — while 129 trimmed existing stakes and 172 added.

The largest buyer was Millennium Management, adding an estimated $46.2M. The largest seller was Lazard Asset Management, exiting entirely with an estimated $44.3M sold.

  • 430 institutional investors held ScottsMiracle-Gro (SMG) as of Q1 2024, down from 444 in Q4 2023.
  • Funds reported $3.32B of ScottsMiracle-Gro stock for Q1 2024, up 20% quarter-over-quarter.
  • 57 funds opened new ScottsMiracle-Gro positions in Q1 2024 and 67 closed out, a net change of -10 holders.
  • The largest ScottsMiracle-Gro buyer in Q1 2024 was Millennium Management, an estimated $46.2M added.
  • The largest ScottsMiracle-Gro seller in Q1 2024 was Lazard Asset Management, an estimated $44.3M sold.

Based on aggregated 13F filings for Q1 2024.