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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
TC
301
Truvestments Capital
Florida
$141K -$228K -3,675 -66%
MA
302
Montag & Associates
Georgia
$141K
RP
303
Rowlandmiller & Partners
Georgia
$137K -$257K -4,138 -69%
WSCM
304
Wellington Shields Capital Management
New York
$129K
GRP
305
Global Retirement Partners
California
$126K
LI
306
LRI Investments
Florida
$123K +$102K +1,650 New
EBA
307
Eagle Bay Advisors
New York
$122K -$22K -354 -18%
CTC
308
Central Trust Company
Missouri
$111K
BFEC
309
Benjamin F. Edwards & Company
Missouri
$107K -$2.73K -44 -3%
SWS
310
SYSTM Wealth Solutions
Illinois
$107K +$62 +1 +0.1%
CIM
311
Chiron Investment Management
New York
$96.2K +$80.1K +1,290 New
CIBC Private Wealth Group
312
CIBC Private Wealth Group
Georgia
$93.5K +$80.9K +1,303 New
PS
313
Principal Securities
Iowa
$90.1K +$932 +15 +1%
WT
314
Whittier Trust
California
$89.6K
SAM
315
Shell Asset Management
Netherlands
$84K -$8.76K -141 -10%
KBC Group
316
KBC Group
Belgium
$74K
CPBTD
317
Central Pacific Bank - Trust Division
Hawaii
$71.8K +$62.1K +1,000 New
HNB
318
Hilltop National Bank
Wyoming
$66.5K +$55.4K +892 New
S
319
SignatureFD
Georgia
$62.1K +$9.94K +160 +24%
JWA
320
JFS Wealth Advisors
Pennsylvania
$52.3K +$62 +1 +0.1%
AFWM
321
Abich Financial Wealth Management
Virginia
$50.6K +$41.8K +673 +11,217%
BGAI
322
Bruce G. Allen Investments
Colorado
$46.8K -$7.33K -118 -16%
HCM
323
Highlander Capital Management
New Jersey
$45.1K +$6.52K +105 +21%
CFM
324
Catalyst Funds Management
Australia
$44.8K +$37.3K +600 New
PTC
325
Private Trust Company
Ohio
$42.1K +$28.3K +456 +418%

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.