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ScottsMiracle-Gro

552 hedge funds and large institutions have $5.57B invested in ScottsMiracle-Gro in 2021 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 184 increasing their positions, 152 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 63

21% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 152

12% more capital invested

Capital invested by funds: $4.99B → $5.57B (+$580M)

10% more funds holding

Funds holding: 504552 (+48)

1.69% more ownership

Funds ownership: 61.37%63.06% (+1.7%)

10% more call options, than puts

Call options by funds: $63.4M | Put options by funds: $57.8M

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
552
Holders Change
+48
Holders Change %
+9.52%
% of All Funds
8.49%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
122
Increased
184
Reduced
152
Closed
63
Calls
$63.4M
Puts
$57.8M
Net Calls
+$5.58M
Net Calls Change
+$56.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
351
HM Payson & Co
Maine
$322K +$309K +2,000 New
ICM
352
IMS Capital Management
Oregon
$319K +$306K +1,979 New
AAM
353
Aureus Asset Management
Massachusetts
$316K
TCM
354
Teza Capital Management
Illinois
$315K +$302K +1,954 New
WP
355
WealthSource Partners
California
$314K -$2.32K -15 -0.8%
CP
356
Covenant Partners
Tennessee
$314K
DTL
357
Dynamic Technology Lab
Singapore
$311K -$114K -740 -28%
DLA
358
Douglas Lane & Associates
New York
$307K +$295K +1,905 New
MA
359
Montag & Associates
Georgia
$305K
WPA
360
Winning Points Advisors
Florida
$305K +$259K +1,673 +117%
FA
361
Fermata Advisors
California
$303K +$35.6K +230 +14%
PGFC
362
Peapack-Gladstone Financial Corp
New Jersey
$298K
Fayez Sarofim & Co
363
Fayez Sarofim & Co
Texas
$297K
FB
364
Fulton Bank
Pennsylvania
$291K +$279K +1,806 New
IP
365
Investment Partners
Ohio
$290K -$3.87K -25 -1%
AI
366
AXS Investments
New York
$290K +$278K +1,800 New
3LCM
367
3D/L Capital Management
Connecticut
$289K +$1.08K +7 +0.4%
QT
368
Quantamental Technologies
New York
$286K +$274K +1,774 New
BOPW
369
Brandywine Oak Private Wealth
Pennsylvania
$269K +$245K +1,582 New
AFG
370
Albion Financial Group
Utah
$267K
CIM
371
CIM Investment Management
Pennsylvania
$267K +$256K +1,656 New
BSW
372
Buckingham Strategic Wealth
Missouri
$259K -$39.9K -258 -14%
PSF
373
Pacific Sun Financial
California
$257K -$1.55K -10 -0.6%
GCP
374
GSA Capital Partners
United Kingdom
$254K +$244K +1,577 New
Wolverine Trading
375
Wolverine Trading
Illinois
$249K -$429K -2,774 -64%

SMG Hedge Fund Activity: Q4 2021 in Review

552 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q4 2021, worth a combined $5.57B — up 12% from $4.99B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new SMG positions and 63 closed out — a net gain of 59 holders — while 184 added to existing stakes and 152 trimmed.

The largest buyer was First Eagle Investment Management, adding an estimated $112M. The largest seller was Gilder Gagnon Howe & Co, exiting entirely with an estimated $55.9M sold.

  • 552 institutional investors held ScottsMiracle-Gro (SMG) as of Q4 2021, up from 504 in Q3 2021.
  • Funds reported $5.57B of ScottsMiracle-Gro stock for Q4 2021, up 12% quarter-over-quarter.
  • 122 funds opened new ScottsMiracle-Gro positions in Q4 2021 and 63 closed out, a net change of +59 holders.
  • The largest ScottsMiracle-Gro buyer in Q4 2021 was First Eagle Investment Management, an estimated $112M added.
  • The largest ScottsMiracle-Gro seller in Q4 2021 was Gilder Gagnon Howe & Co, an estimated $55.9M sold.

Based on aggregated 13F filings for Q4 2021.