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ScottsMiracle-Gro
SMG

Overview Fund Activity

400 hedge funds and large institutions have $2.16B invested in ScottsMiracle-Gro in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 135 increasing their positions, 145 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
-29
Holders Change %
-6.76%
% of All Funds
6.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
49
Increased
135
Reduced
145
Closed
72
Calls
$37.5M
Puts
$45.6M
Net Calls
-$8.1M
Net Calls Change
+$137M

Top Buyers

1
FGAM
Financial Gravity Asset Management
Texas
$79.5M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
$35.5M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$30.3M
4
Lazard Asset Management
Lazard Asset Management
New York
$28.3M
5
Marshall Wace
Marshall Wace
United Kingdom
$23M

Top Sellers

1
Millennium Management
Millennium Management
New York
$213K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$3.55M
3
MCM
Masters Capital Management
Georgia
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$4.91M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$4.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPG
326
Cornerstone Planning Group
New Jersey
$8.37K – – –
TWM
327
Tradition Wealth Management
Minnesota
$8K -$270 -5 -3%
BFEC
328
Benjamin F. Edwards & Company
Missouri
$8K +$4.8K +96 +150%
MHR
329
Matthew Hamilton Rosenberg
$7.75K -$3.15K -61 -29%
BWAM
330
Boyd Watterson Asset Management
Ohio
$7.24K – – –
NSIM
331
North Star Investment Management
Illinois
$6.46K – – –
CFD
332
Creative Financial Designs
Indiana
$6.2K – – –
GA
333
GoalVest Advisory
New York
$6.15K +$310 +6 +5%
CCP
334
Carmel Capital Partners
California
$5.79K +$5.79K +112 New
PTC
335
Private Trust Company
Ohio
$5.63K – – –
GWMIA
336
Global Wealth Management Investment Advisory
Florida
$5.58K – – –
AIC
337
Archer Investment Corporation
Indiana
$5.56K – – –
CSPIA
338
Cary Street Partners Investment Advisory
Virginia
$5.17K -$10.9K -210 -68%
TCM
339
TD Capital Management
Tennessee
$5.17K – – –
FP
340
Financial Perspectives
Minnesota
$5.17K – – –
BF
341
BOK Financial
Oklahoma
$5.11K -$20.1K -453 -80%
NA
342
NewEdge Advisors
Louisiana
$5.04K -$360 -7 -7%
PFBT
343
Parkside Financial Bank & Trust
Missouri
$5.01K +$413 +8 +9%
RCM
344
Raleigh Capital Management
North Carolina
$4.81K +$4.81K +93 New
GWM
345
Geneos Wealth Management
Colorado
$4.37K – – –
PCTC
346
Perkins Coie Trust Company
Washington
$4.19K +$4.19K +81 New
BTI
347
Blue Trust Inc
Georgia
$4K -$1.75K -28 -30%
CSB
348
City State Bank
Iowa
$4K – – –
TSWM
349
Tyler-Stone Wealth Management
Ohio
$4K – – –
FAM
350
Flaharty Asset Management
Florida
$3.88K +$3.88K +75 New
12 13
14
15 16