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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
TW
276
Trajan Wealth
Arizona
$251K +$209K +3,366 New
DWP
277
Daymark Wealth Partners
Ohio
$250K -$1.74K -28 -0.8%
SWP
278
Stratos Wealth Partners
Ohio
$250K +$208K +3,345 New
KWM
279
Kingsview Wealth Management
Oregon
$246K -$38.6K -622 -16%
M&T Bank
280
M&T Bank
New York
$245K +$3.91K +63 +2%
HNB
281
Huntington National Bank
Ohio
$244K +$32.1K +517 +19%
FB
282
Fulton Bank
Pennsylvania
$237K +$197K +3,173 New
AAS
283
Avantax Advisory Services
Texas
$233K -$23.7K -382 -11%
CGH
284
Crossmark Global Holdings
Texas
$231K +$193K +3,105 New
IPW
285
Impact Partnership Wealth
Georgia
$224K +$184K +2,957 +6,291%
JIC
286
Joel Isaacson & Co
New York
$224K +$186K +3,000 New
JF
287
Jump Financial
Illinois
$222K +$185K +2,974 New
CIM
288
Cambria Investment Management
California
$215K -$473K -7,617 -73%
MA
289
MJP Associates
Connecticut
$213K +$177K +2,852 New
PWM
290
Perigon Wealth Management
California
$211K +$175K +2,825 New
CP
291
Covenant Partners
Tennessee
$209K +$174K +2,799 New
MSRPS
292
Maryland State Retirement & Pension System
Maryland
$209K +$192K +3,097 New
VCG
293
Vantage Consulting Group
Virginia
$208K +$173K +2,792 New
EWA
294
EverSource Wealth Advisors
Alabama
$208K -$7.14K -115 -4%
Allspring Global Investments
295
Allspring Global Investments
North Carolina
$189K -$21.9K -353 -12%
Northwestern Mutual Wealth Management
296
Northwestern Mutual Wealth Management
Wisconsin
$188K +$1.37K +22 +0.9%
TRCT
297
Tower Research Capital (TRC)
New York
$174K -$169K -2,725 -54%
DAM
298
Delta Asset Management
Tennessee
$166K
CG
299
Cutler Group
California
$156K -$62.1K -1,000 -32%
TCOV
300
Trust Company of Vermont
Vermont
$153K +$2.92K +47 +2%

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.