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ScottsMiracle-Gro

440 hedge funds and large institutions have $2.99B invested in ScottsMiracle-Gro in 2024 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 162 increasing their positions, 139 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $58.7M | Put options by funds: $37.6M

34% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 53

17% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 139

2% more funds holding

Funds holding: 430440 (+10)

2.14% more ownership

Funds ownership: 78.65%80.79% (+2.1%)

10% less capital invested

Capital invested by funds: $3.32B → $2.99B (-$339M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
440
Holders Change
+10
Holders Change %
+2.33%
% of All Funds
6.35%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
71
Increased
162
Reduced
139
Closed
53
Calls
$58.7M
Puts
$37.6M
Net Calls
+$21.1M
Net Calls Change
+$41.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
276
Capstone Investment Advisors
New York
$256K +$1.71K +25 +0.6%
AAS
277
Ameritas Advisory Services
Nebraska
$254K -$68 -1 -0%
VPIM
278
Vanguard Personalized Indexing Management
California
$251K +$11.9K +174 +5%
EWA
279
EverSource Wealth Advisors
Alabama
$246K +$7.11K +104 +3%
DWP
280
Daymark Wealth Partners
Ohio
$246K +$29K +424 +13%
BFM
281
Boothbay Fund Management
New York
$238K +$250K +3,651 New
AWM
282
Axxcess Wealth Management
California
$237K -$21.5K -315 -8%
IPW
283
Impact Partnership Wealth
Georgia
$236K +$42.7K +624 +21%
CL
284
Choreo LLC
Illinois
$235K +$250K +3,660 New
FAIM
285
Financial Advocates Investment Management
Washington
$234K -$30.8K -450 -11%
AIM
286
Aigen Investment Management
New York
$232K +$244K +3,566 New
Northwestern Mutual Wealth Management
287
Northwestern Mutual Wealth Management
Wisconsin
$231K +$70.6K +1,033 +41%
HWMA
288
Heritage Wealth Management (Arizona)
Arizona
$227K -$24.8K -362 -9%
HFO
289
Heritage Family Offices
Arizona
$227K +$238K +3,487 New
BBA
290
Baader Bank Aktiengesellschaft
Germany
$224K +$615 +9 +0.3%
LI
291
LRI Investments
Florida
$223K +$121K +1,772 +107%
HNB
292
Huntington National Bank
Ohio
$223K +$10.3K +150 +5%
IAIM
293
International Assets Investment Management
Florida
$217K -$23.2K -339 -9%
PFS
294
Prospera Financial Services
Texas
$216K +$227K +3,318 New
SAM
295
Securian Asset Management
Minnesota
$216K -$6.84K -100 -3%
M&T Bank
296
M&T Bank
New York
$216K +$3.01K +44 +1%
KWM
297
Kingsview Wealth Management
Oregon
$209K -$5.67K -83 -3%
TW
298
Trajan Wealth
Arizona
$203K -$17.2K -251 -7%
VWM
299
Venturi Wealth Management
Texas
$203K +$198K +2,894 +1,321%
MSRPS
300
Maryland State Retirement & Pension System
Maryland
$201K

SMG Hedge Fund Activity: Q2 2024 in Review

440 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q2 2024, worth a combined $2.99B — down 10% from $3.32B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new SMG positions and 53 closed out — a net gain of 18 holders — while 162 added to existing stakes and 139 trimmed.

The largest buyer was Pacer Advisors, adding an estimated $120M. The largest seller was Empower Advisory Group, cutting an estimated $67.2M.

  • 440 institutional investors held ScottsMiracle-Gro (SMG) as of Q2 2024, up from 430 in Q1 2024.
  • Funds reported $2.99B of ScottsMiracle-Gro stock for Q2 2024, down 10% quarter-over-quarter.
  • 71 funds opened new ScottsMiracle-Gro positions in Q2 2024 and 53 closed out, a net change of +18 holders.
  • The largest ScottsMiracle-Gro buyer in Q2 2024 was Pacer Advisors, an estimated $120M added.
  • The largest ScottsMiracle-Gro seller in Q2 2024 was Empower Advisory Group, an estimated $67.2M sold.

Based on aggregated 13F filings for Q2 2024.