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ScottsMiracle-Gro

504 hedge funds and large institutions have $4.99B invested in ScottsMiracle-Gro in 2021 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 172 increasing their positions, 169 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 169

1.61% less ownership

Funds ownership: 62.98%61.37% (-1.6%)

5% less funds holding

Funds holding: 529504 (-25)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

23% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 83

25% less capital invested

Capital invested by funds: $6.69B → $4.99B (-$1.7B)

44% less call options, than puts

Call options by funds: $64.7M | Put options by funds: $115M

Holders
504
Holders Change
-25
Holders Change %
-4.73%
% of All Funds
8.82%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
64
Increased
172
Reduced
169
Closed
83
Calls
$64.7M
Puts
$115M
Net Calls
-$50.6M
Net Calls Change
-$67.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
326
Central Trust Company
Missouri
$324K -$196K -1,194 -35%
Jacobs Levy Equity Management
327
Jacobs Levy Equity Management
New Jersey
$323K -$990K -6,043 -73%
M&T Bank
328
M&T Bank
New York
$323K -$84.4K -515 -19%
AP
329
Advisor Partners
California
$322K -$42K -256 -10%
E
330
Ergoteles
New York
$311K -$7.42M -45,296 -96%
BRWA
331
B. Riley Wealth Advisors
Florida
$310K -$657K -4,008 -65%
EMFAT
332
Emerald Mutual Fund Advisers Trust
Pennsylvania
$308K
GT
333
Glenview Trust
Kentucky
$307K
TF
334
TimeScale Financial
Massachusetts
$299K +$1.48K +9 +0.4%
SMC
335
S. Muoio & Co
New York
$293K -$49.2K -300 -13%
LNWTC
336
Laird Norton Wetherby Trust Company
Washington
$292K
CS
337
Cannell & Spears
New York
$289K +$323K +1,973 New
WP
338
WealthSource Partners
California
$287K -$6.55K -40 -2%
AAM
339
Aureus Asset Management
Massachusetts
$287K
TI
340
Trexquant Investment
Connecticut
$287K +$322K +1,962 New
CP
341
Covenant Partners
Tennessee
$286K -$1.15K -7 -0.4%
IC
342
IEQ Capital
California
$283K +$75.5K +461 +31%
MA
343
Montag & Associates
Georgia
$277K
EI
344
Ethic Inc
New York
$276K +$310K +1,889 New
BSW
345
Buckingham Strategic Wealth
Missouri
$274K +$34.4K +210 +13%
PGFC
346
Peapack-Gladstone Financial Corp
New Jersey
$271K
Fayez Sarofim & Co
347
Fayez Sarofim & Co
Texas
$270K
HWMA
348
Heritage Wealth Management (Arizona)
Arizona
$268K +$53.7K +328 +22%
IP
349
Investment Partners
Ohio
$267K +$655 +4 +0.2%
CI Investments Inc
350
CI Investments Inc
Ontario, Canada
$264K +$492 +3 +0.2%

SMG Hedge Fund Activity: Q3 2021 in Review

504 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q3 2021, worth a combined $4.99B — down 25% from $6.69B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of SMG and 64 opened new positions — a net loss of 19 holders — while 169 trimmed existing stakes and 172 added.

The largest buyer was First Eagle Investment Management, adding an estimated $61.6M. The largest seller was Victory Capital Management, cutting an estimated $58.4M.

  • 504 institutional investors held ScottsMiracle-Gro (SMG) as of Q3 2021, down from 529 in Q2 2021.
  • Funds reported $4.99B of ScottsMiracle-Gro stock for Q3 2021, down 25% quarter-over-quarter.
  • 64 funds opened new ScottsMiracle-Gro positions in Q3 2021 and 83 closed out, a net change of -19 holders.
  • The largest ScottsMiracle-Gro buyer in Q3 2021 was First Eagle Investment Management, an estimated $61.6M added.
  • The largest ScottsMiracle-Gro seller in Q3 2021 was Victory Capital Management, an estimated $58.4M sold.

Based on aggregated 13F filings for Q3 2021.