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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
CP
276
Camelot Portfolios
Ohio
$248K +$210K +3,883 New
AWM
277
Axxcess Wealth Management
California
$245K +$208K +3,848 New
CAM
278
Cresset Asset Management
Illinois
$240K +$203K +3,763 New
CM
279
Caption Management
Oklahoma
$239K +$203K +3,750 New
Wealth Enhancement Advisory Services
280
Wealth Enhancement Advisory Services
Minnesota
$235K -$14.6K -271 -7%
Baird Financial Group
281
Baird Financial Group
Wisconsin
$232K +$197K +3,639 New
IAIM
282
International Assets Investment Management
Florida
$228K -$51.9K -960 -21%
AAS
283
Avantax Advisory Services
Texas
$223K -$43.9K -813 -19%
CC
284
Centiva Capital
New York
$222K +$188K +3,488 New
SAM
285
Securian Asset Management
Minnesota
$218K -$5.4K -100 -3%
DWP
286
Daymark Wealth Partners
Ohio
$216K +$183K +3,381 New
ICM
287
IMS Capital Management
Oregon
$215K +$182K +3,366 New
SI
288
Stephens Inc
Arkansas
$214K +$181K +3,352 New
Qube Research & Technologies (QRT)
289
Qube Research & Technologies (QRT)
United Kingdom
$210K +$178K +3,295 New
CSS
290
Cubist Systematic Strategies
Connecticut
$209K -$77K -1,426 -30%
M&T Bank
291
M&T Bank
New York
$205K +$174K +3,214 New
CA
292
Cetera Advisors
Colorado
$201K +$170K +3,150 New
EWA
293
EverSource Wealth Advisors
Alabama
$201K -$2.97K -55 -2%
CG
294
Cutler Group
California
$197K +$71.9K +1,331 +75%
Deutsche Bank
295
Deutsche Bank
Germany
$187K +$32.2K +597 +26%
Allspring Global Investments
296
Allspring Global Investments
North Carolina
$184K -$175K -3,231 -53%
HNB
297
Huntington National Bank
Ohio
$176K -$864 -16 -0.6%
Northwestern Mutual Wealth Management
298
Northwestern Mutual Wealth Management
Wisconsin
$159K -$15.6K -289 -10%
VanEck Associates
299
VanEck Associates
New York
$149K -$4.81K -89 -4%
DAM
300
Delta Asset Management
Tennessee
$142K – – –
10 11
12
13 14

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.