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ScottsMiracle-Gro

462 hedge funds and large institutions have $3.76B invested in ScottsMiracle-Gro in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 144 increasing their positions, 168 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 48

26% more capital invested

Capital invested by funds: $2.99B → $3.76B (+$773M)

5% more funds holding

Funds holding: 440462 (+22)

7% more call options, than puts

Call options by funds: $86.8M | Put options by funds: $80.8M

3.97% less ownership

Funds ownership: 80.79%76.82% (-4%)

14% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 168

Holders
462
Holders Change
+22
Holders Change %
+5%
% of All Funds
6.63%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
76
Increased
144
Reduced
168
Closed
48
Calls
$86.8M
Puts
$80.8M
Net Calls
+$5.98M
Net Calls Change
-$15.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
301
Pathway Financial Advisers
Indiana
$258K -$199K -2,825 -49%
CCIA
302
Campbell & Co Investment Adviser
Maryland
$250K +$203K +2,887 New
BIM
303
Bridges Investment Management
Nebraska
$250K +$203K +2,884 New
AAA
304
American Alpha Advisors
New York
$246K +$199K +2,833 New
BEI
305
Benjamin Edwards Inc
Missouri
$245K +$161K +2,294 +430%
CGH
306
Crossmark Global Holdings
Texas
$243K +$196K +2,796 New
CP
307
Covenant Partners
Tennessee
$243K +$197K +2,799 New
SI
308
Scharf Investments
California
$237K +$192K +2,729 New
PWM
309
Perigon Wealth Management
California
$235K +$190K +2,709 New
FFB
310
First Financial Bankshares
Texas
$232K +$188K +2,672 New
CG
311
Caprock Group
Idaho
$227K +$184K +2,623 New
OC
312
Oppenheimer & Co
New York
$227K +$184K +2,620 New
Jones Financial Companies
313
Jones Financial Companies
Missouri
$227K +$114K +1,617 +156%
VIP
314
Vista Investment Partners
Oklahoma
$223K -$814K -11,577 -82%
OIA
315
OneDigital Investment Advisors
Kansas
$220K +$178K +2,540 New
MGP
316
Metis Global Partners
California
$218K +$177K +2,518 New
RI
317
Ridgewood Investments
New Jersey
$218K
TWM
318
Thrive Wealth Management
Pennsylvania
$212K +$172K +2,444 New
KWM
319
Kingsview Wealth Management
Oregon
$212K -$54.1K -770 -24%
MSRPS
320
Maryland State Retirement & Pension System
Maryland
$210K -$47.2K -671 -22%
IC
321
IEQ Capital
California
$210K +$170K +2,425 New
AWA
322
Aaron Wealth Advisors
Illinois
$209K +$170K +2,414 New
D.E. Shaw & Co
323
D.E. Shaw & Co
New York
$209K +$170K +2,414 New
DWP
324
Daymark Wealth Partners
Ohio
$209K -$95.8K -1,364 -36%
WCA
325
Whetstone Capital Advisors
Kansas
$209K +$170K +2,416 New

SMG Hedge Fund Activity: Q3 2024 in Review

462 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q3 2024, worth a combined $3.76B — up 26% from $2.99B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new SMG positions and 48 closed out — a net gain of 28 holders — while 144 added to existing stakes and 168 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $49.3M. The largest seller was T. Rowe Price Associates, cutting an estimated $186M.

  • 462 institutional investors held ScottsMiracle-Gro (SMG) as of Q3 2024, up from 440 in Q2 2024.
  • Funds reported $3.76B of ScottsMiracle-Gro stock for Q3 2024, up 26% quarter-over-quarter.
  • 76 funds opened new ScottsMiracle-Gro positions in Q3 2024 and 48 closed out, a net change of +28 holders.
  • The largest ScottsMiracle-Gro buyer in Q3 2024 was Balyasny Asset Management, an estimated $49.3M added.
  • The largest ScottsMiracle-Gro seller in Q3 2024 was T. Rowe Price Associates, an estimated $186M sold.

Based on aggregated 13F filings for Q3 2024.