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ScottsMiracle-Gro

529 hedge funds and large institutions have $6.69B invested in ScottsMiracle-Gro in 2021 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 187 increasing their positions, 168 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $84.2M | Put options by funds: $67.2M

11% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 168

1.14% less ownership

Funds ownership: 64.12%62.98% (-1.1%)

5% less funds holding

Funds holding: 559529 (-30)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

23% less capital invested

Capital invested by funds: $8.7B → $6.69B (-$2.01B)

29% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 87

Holders
529
Holders Change
-30
Holders Change %
-5.37%
% of All Funds
9.21%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
62
Increased
187
Reduced
168
Closed
87
Calls
$84.2M
Puts
$67.2M
Net Calls
+$17M
Net Calls Change
-$29.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
326
Sigma Planning Corp
Michigan
$434K -$61.1K -277 -11%
HAG
327
HighPoint Advisor Group
Illinois
$429K -$1.54K -7 -0.3%
MPPW
328
Mitchell & Pahl Private Wealth
Oklahoma
$428K +$51.4K +233 +12%
SCA
329
Stokes Capital Advisors
South Carolina
$426K +$490K +2,220 New
DWA
330
Dorsey Wright & Associates
California
$410K -$4.08M -18,512 -90%
EMFAT
331
Emerald Mutual Fund Advisers Trust
Pennsylvania
$404K +$98.2K +445 +27%
GT
332
Glenview Trust
Kentucky
$403K
Northwestern Mutual Wealth Management
333
Northwestern Mutual Wealth Management
Wisconsin
$397K +$19.2K +87 +4%
CAN
334
Cetera Advisor Networks
California
$391K +$216K +981 +93%
TF
335
TimeScale Financial
Massachusetts
$390K +$1.32K +6 +0.3%
WP
336
WealthSource Partners
California
$384K -$12.1K -55 -3%
LNWTC
337
Laird Norton Wetherby Trust Company
Washington
$383K
AA
338
ALPS Advisors
Colorado
$380K +$17.6K +80 +4%
SI
339
Sprott Inc
Ontario, Canada
$378K +$434K +1,968 New
AAM
340
Aureus Asset Management
Massachusetts
$376K
CP
341
Covenant Partners
Tennessee
$376K
GVAG
342
Great Valley Advisor Group
Delaware
$374K +$430K +1,947 New
FA
343
Fermata Advisors
California
$371K +$426K +1,930 New
MA
344
Montag & Associates
Georgia
$364K
PGFC
345
Peapack-Gladstone Financial Corp
New Jersey
$355K
SPIA
346
Steward Partners Investment Advisory
New York
$355K +$26.5K +120 +7%
Fayez Sarofim & Co
347
Fayez Sarofim & Co
Texas
$354K
Franklin Resources
348
Franklin Resources
California
$354K +$53.4K +242 +15%
CM
349
Castleark Management
Illinois
$353K
IP
350
Investment Partners
Ohio
$350K +$44.8K +203 +13%

SMG Hedge Fund Activity: Q2 2021 in Review

529 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q2 2021, worth a combined $6.69B — down 23% from $8.7B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of SMG and 62 opened new positions — a net loss of 25 holders — while 168 trimmed existing stakes and 187 added.

The largest buyer was Macquarie Group, adding an estimated $132M. The largest seller was Vanguard Group, cutting an estimated $196M.

  • 529 institutional investors held ScottsMiracle-Gro (SMG) as of Q2 2021, down from 559 in Q1 2021.
  • Funds reported $6.69B of ScottsMiracle-Gro stock for Q2 2021, down 23% quarter-over-quarter.
  • 62 funds opened new ScottsMiracle-Gro positions in Q2 2021 and 87 closed out, a net change of -25 holders.
  • The largest ScottsMiracle-Gro buyer in Q2 2021 was Macquarie Group, an estimated $132M added.
  • The largest ScottsMiracle-Gro seller in Q2 2021 was Vanguard Group, an estimated $196M sold.

Based on aggregated 13F filings for Q2 2021.