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ScottsMiracle-Gro

444 hedge funds and large institutions have $2.77B invested in ScottsMiracle-Gro in 2023 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 121 increasing their positions, 168 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 46

28% more capital invested

Capital invested by funds: $2.17B → $2.77B (+$608M)

22% more call options, than puts

Call options by funds: $52.9M | Put options by funds: $43.3M

10% more funds holding

Funds holding: 402444 (+42)

2.72% more ownership

Funds ownership: 72.38%75.1% (+2.7%)

28% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 168

Holders
444
Holders Change
+42
Holders Change %
+10.45%
% of All Funds
6.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
93
Increased
121
Reduced
168
Closed
46
Calls
$52.9M
Puts
$43.3M
Net Calls
+$9.6M
Net Calls Change
+$17.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
326
Westside Investment Management
California
$35.1K -$3.24K -60 -10%
HCM
327
Highlander Capital Management
New Jersey
$31.9K +$27K +500 New
CFGS
328
Concourse Financial Group Securities
Alabama
$30.9K +$1.51K +28 +6%
First Manhattan
329
First Manhattan
New York
$30.4K +$756 +14 +3%
PK
330
Pflug Koory
Nebraska
$30.3K
BEI
331
Benjamin Edwards Inc
Missouri
$30K +$1.51K +28 +6%
N
332
Natixis
France
$30K
NS
333
NBC Securities
Alabama
$28K +$7.99K +148 +49%
JPWM
334
Jamison Private Wealth Management
Georgia
$27.2K +$54 +1 +0.2%
NA
335
NewEdge Advisors
Louisiana
$26.8K +$17.4K +322 +329%
GI
336
GAMMA Investing
California
$25.9K +$24.8K +460 New
DAC
337
Dividend Assets Capital
South Carolina
$24K
GAMC
338
Garner Asset Management Corp
Texas
$23.5K +$22.2K +411 New
BCMLT
339
Beacon Capital Management LLC (Tennessee)
Tennessee
$23.2K
FDCDDQ
340
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.8K -$14.5K -268 -43%
PA
341
Parallel Advisors
California
$22.5K -$8.7K -161 -31%
HPC
342
HM Payson & Co
Maine
$22.3K -$10.8K -200 -36%
Nomura Asset Management
343
Nomura Asset Management
Japan
$22.3K
HCP
344
Hexagon Capital Partners
Arkansas
$22.3K +$2.65K +49 +16%
AAP
345
Arax Advisory Partners
Colorado
$21K
MBFW
346
Morton Brown Family Wealth
Pennsylvania
$19.1K +$16.2K +300 New
RMC
347
Resources Management Corp
Connecticut
$19K -$5.13K -95 -24%
TWM
348
Tradition Wealth Management
Minnesota
$19K +$8.21K +152 +103%
PIM
349
Plato Investment Management
Australia
$18.6K +$15.8K +292 New
MHR
350
Matthew Hamilton Rosenberg
$16.3K +$5.73K +106 +71%

SMG Hedge Fund Activity: Q4 2023 in Review

444 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q4 2023, worth a combined $2.77B — up 28% from $2.17B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SMG positions and 46 closed out — a net gain of 47 holders — while 121 added to existing stakes and 168 trimmed.

The largest buyer was Northern Trust, adding an estimated $28.7M. The largest seller was Federated Hermes, cutting an estimated $20.3M.

  • 444 institutional investors held ScottsMiracle-Gro (SMG) as of Q4 2023, up from 402 in Q3 2023.
  • Funds reported $2.77B of ScottsMiracle-Gro stock for Q4 2023, up 28% quarter-over-quarter.
  • 93 funds opened new ScottsMiracle-Gro positions in Q4 2023 and 46 closed out, a net change of +47 holders.
  • The largest ScottsMiracle-Gro buyer in Q4 2023 was Northern Trust, an estimated $28.7M added.
  • The largest ScottsMiracle-Gro seller in Q4 2023 was Federated Hermes, an estimated $20.3M sold.

Based on aggregated 13F filings for Q4 2023.