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ScottsMiracle-Gro

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: 402444 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
301
Trust Company of Vermont
Vermont
$128K -$2.54K -47 -2%
C
302
Covestor
United Kingdom
$127K +$33.1K +613 +45%
EBA
303
Eagle Bay Advisors
New York
$127K +$19.3K +357 +22%
MA
304
Montag & Associates
Georgia
$121K
WSCM
305
Wellington Shields Capital Management
New York
$110K -$140K -2,601 -60%
SOW
306
State of Wyoming
Wyoming
$103K +$86.9K +1,609 New
Group One Trading
307
Group One Trading
Illinois
$101K +$85.9K +1,590 New
GRP
308
Global Retirement Partners
California
$98.6K +$69.3K +1,283 +318%
PMEF
309
Point72 Middle East FZE
United Arab Emirates
$98.4K +$83.4K +1,544 New
CTC
310
Central Trust Company
Missouri
$95.2K
BFEC
311
Benjamin F. Edwards & Company
Missouri
$95K +$71.4K +1,322 +826%
SWS
312
SYSTM Wealth Solutions
Illinois
$91.2K +$77.3K +1,431 New
SAM
313
Shell Asset Management
Netherlands
$91K -$23.2K -430 -23%
A
314
AlphaQuest
New York
$83.3K +$70.6K +1,307 New
WT
315
Whittier Trust
California
$76.6K -$3.02K -56 -4%
PS
316
Principal Securities
Iowa
$76.1K +$64.4K +1,193 New
SPIA
317
Steward Partners Investment Advisory
New York
$72.2K -$16.6K -308 -21%
PPC
318
Park Place Capital
Alabama
$65.6K -$6.91K -128 -11%
HWA
319
HHM Wealth Advisors
Tennessee
$63.8K -$5.89K -109 -10%
KBC Group
320
KBC Group
Belgium
$63K
BGAI
321
Bruce G. Allen Investments
Colorado
$47.5K +$40.2K +745 New
JWA
322
JFS Wealth Advisors
Pennsylvania
$44.6K -$864 -16 -2%
S
323
SignatureFD
Georgia
$42.9K -$71K -1,315 -66%
ASN
324
Advisory Services Network
Georgia
$41K +$34.8K +644 New
FFA
325
Frazier Financial Advisors
Ohio
$35.8K +$30.3K +561 New

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.