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ScottsMiracle-Gro

431 hedge funds and large institutions have $2.49B invested in ScottsMiracle-Gro in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 145 increasing their positions, 151 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.33% more ownership

Funds ownership: 70.62%70.95% (+0.33%)

4% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 151

9% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 58

2% less funds holding

Funds holding: 440431 (-9)

10% less capital invested

Capital invested by funds: $2.77B → $2.49B (-$272M)

70% less call options, than puts

Call options by funds: $61.1M | Put options by funds: $207M

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
431
Holders Change
-9
Holders Change %
-2.05%
% of All Funds
6.77%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
53
Increased
145
Reduced
151
Closed
58
Calls
$61.1M
Puts
$207M
Net Calls
-$145M
Net Calls Change
-$70M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
301
Whittier Trust
California
$70.5K
KTC
302
Kistler-Tiffany Companies
Pennsylvania
$70.4K
C
303
Covestor
United Kingdom
$70K +$61K +909 +448%
EBA
304
Eagle Bay Advisors
New York
$69.8K -$12.5K -186 -14%
HWA
305
HHM Wealth Advisors
Tennessee
$69.5K
PA
306
Parallel Advisors
California
$63.8K -$1.21K -18 -2%
FWM
307
Focused Wealth Management
New York
$63.4K +$67.1K +1,000 +9,091%
ACM
308
Aquatic Capital Management
Illinois
$63K -$221K -3,300 -77%
SPIA
309
Steward Partners Investment Advisory
New York
$56.9K -$31.1K -464 -34%
QL
310
Quarry LP
New York
$54.1K +$40.7K +607 +237%
QCG
311
Quadrant Capital Group
Ohio
$51.9K -$1.88K -28 -3%
First Manhattan
312
First Manhattan
New York
$47.6K
JWA
313
JFS Wealth Advisors
Pennsylvania
$45.7K -$872 -13 -2%
BLC
314
Brown, Lisle/Cummings
Rhode Island
$45.5K
GIA
315
GHP Investment Advisors
Colorado
$42.3K -$306K -4,568 -85%
WIM
316
Westside Investment Management
California
$38.2K
FDCDDQ
317
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.6K
BF
318
BOK Financial
Oklahoma
$35.6K -$1.88M -28,093 -98%
DAC
319
Dividend Assets Capital
South Carolina
$30K -$29.9K -446 -48%
PK
320
Pflug Koory
Nebraska
$29.8K +$12.1K +180 +61%
CFGS
321
Concourse Financial Group Securities
Alabama
$29.7K +$5.43K +81 +21%
HPC
322
HM Payson & Co
Maine
$28.2K -$13.4K -200 -31%
BCMLT
323
Beacon Capital Management LLC (Tennessee)
Tennessee
$28.1K +$268 +4 +0.9%
WTC
324
WhitTier Trust Company
Nevada
$27.1K
RMC
325
Resources Management Corp
Connecticut
$27K +$27.2K +405 +2,025%

SMG Hedge Fund Activity: Q2 2023 in Review

431 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q2 2023, worth a combined $2.49B — down 9.8% from $2.77B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of SMG and 53 opened new positions — a net loss of 5 holders — while 151 trimmed existing stakes and 145 added.

The largest buyer was Northern Trust, adding an estimated $21.5M. The largest seller was EARNEST Partners, cutting an estimated $38.4M.

  • 431 institutional investors held ScottsMiracle-Gro (SMG) as of Q2 2023, down from 440 in Q1 2023.
  • Funds reported $2.49B of ScottsMiracle-Gro stock for Q2 2023, down 9.8% quarter-over-quarter.
  • 53 funds opened new ScottsMiracle-Gro positions in Q2 2023 and 58 closed out, a net change of -5 holders.
  • The largest ScottsMiracle-Gro buyer in Q2 2023 was Northern Trust, an estimated $21.5M added.
  • The largest ScottsMiracle-Gro seller in Q2 2023 was EARNEST Partners, an estimated $38.4M sold.

Based on aggregated 13F filings for Q2 2023.