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ScottsMiracle-Gro

431 hedge funds and large institutions have $2.49B invested in ScottsMiracle-Gro in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 145 increasing their positions, 151 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.33% more ownership

Funds ownership: 70.62%70.95% (+0.33%)

4% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 151

9% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 58

2% less funds holding

Funds holding: 440431 (-9)

10% less capital invested

Capital invested by funds: $2.77B → $2.49B (-$272M)

70% less call options, than puts

Call options by funds: $61.1M | Put options by funds: $207M

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
431
Holders Change
-9
Holders Change %
-2.05%
% of All Funds
6.77%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
53
Increased
145
Reduced
151
Closed
58
Calls
$61.1M
Puts
$207M
Net Calls
-$145M
Net Calls Change
-$70M
Name Holding Trade Value Shares
Change
Change in
Stake
AW
351
Avion Wealth
Texas
$11K +$12.1K +181 +2,586%
AF
352
Allworth Financial
California
$10.7K -$6.5K -97 -36%
CPG
353
Cornerstone Planning Group
New Jersey
$10.2K +$10.9K +162 New
TWM
354
Tradition Wealth Management
Minnesota
$10K +$134 +2 +1%
RA
355
Rise Advisors
New York
$9.72K +$67 +1 +0.6%
BWAM
356
Boyd Watterson Asset Management
Ohio
$8.78K -$536 -8 -5%
CFO
357
CVA Family Office
Colorado
$8.21K +$4.02K +60 +85%
NSIM
358
North Star Investment Management
Illinois
$7.84K
AWM
359
Activest Wealth Management
Florida
$7.57K +$67 +1 +3%
CFD
360
Creative Financial Designs
Indiana
$7.52K
GA
361
GoalVest Advisory
New York
$7.08K +$7.58K +113 New
HS
362
Horan Securities
United States
$6.83K
PTC
363
Private Trust Company
Ohio
$6.83K
GWMIA
364
Global Wealth Management Investment Advisory
Florida
$6.77K +$7.24K +108 New
AIC
365
Archer Investment Corporation
Indiana
$6.73K +$469 +7 +7%
NA
366
NewEdge Advisors
Louisiana
$6.57K +$2.28K +34 +48%
BWA
367
BDO Wealth Advisors
Florida
$6.27K
FP
368
Financial Perspectives
Minnesota
$6.27K
PFG
369
Piershale Financial Group
Illinois
$6.27K
TC
370
Trust Company
Kansas
$6.27K
TCM
371
TD Capital Management
Tennessee
$6.27K +$6.71K +100 New
BTI
372
Blue Trust Inc
Georgia
$6K -$335 -5 -5%
PFBT
373
Parkside Financial Bank & Trust
Missouri
$5.58K
LSA
374
Leonteq Securities AG
Switzerland
$5.33K +$2.75K +41 +93%
GWM
375
Geneos Wealth Management
Colorado
$5.3K

SMG Hedge Fund Activity: Q2 2023 in Review

431 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q2 2023, worth a combined $2.49B — down 9.8% from $2.77B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of SMG and 53 opened new positions — a net loss of 5 holders — while 151 trimmed existing stakes and 145 added.

The largest buyer was Northern Trust, adding an estimated $21.5M. The largest seller was EARNEST Partners, cutting an estimated $38.4M.

  • 431 institutional investors held ScottsMiracle-Gro (SMG) as of Q2 2023, down from 440 in Q1 2023.
  • Funds reported $2.49B of ScottsMiracle-Gro stock for Q2 2023, down 9.8% quarter-over-quarter.
  • 53 funds opened new ScottsMiracle-Gro positions in Q2 2023 and 58 closed out, a net change of -5 holders.
  • The largest ScottsMiracle-Gro buyer in Q2 2023 was Northern Trust, an estimated $21.5M added.
  • The largest ScottsMiracle-Gro seller in Q2 2023 was EARNEST Partners, an estimated $38.4M sold.

Based on aggregated 13F filings for Q2 2023.