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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
HGERS
351
Householder Group Estate & Retirement Specialist
Arizona
$16K
Bessemer Group
352
Bessemer Group
New Jersey
$16K +$2.7K +50 +25%
BLC
353
Brown, Lisle/Cummings
Rhode Island
$14.3K -$8.1K -150 -40%
VWM
354
Venturi Wealth Management
Texas
$14K
AW
355
Avion Wealth
Texas
$12K -$378 -7 -4%
PB
356
Pinnacle Bancorp
Nebraska
$11.9K
SWM
357
Spire Wealth Management
Virginia
$11.7K -$11.3K -209 -51%
National Bank of Canada
358
National Bank of Canada
Quebec, Canada
$11.6K
MPWT
359
MassMutual Private Wealth & Trust
Connecticut
$11.4K -$7.51K -139 -44%
QCG
360
Quadrant Capital Group
Ohio
$11.1K -$22.7K -420 -71%
LA
361
LM Advisors
California
$10.8K +$9.13K +169 New
QC
362
Quent Capital
New York
$9.93K -$6.27K -116 -43%
CPG
363
Cornerstone Planning Group
New Jersey
$9.88K -$378 -7 -4%
ETC
364
Exchange Traded Concepts
Oklahoma
$9.44K +$7.99K +148 New
IA
365
IFP Advisors
Florida
$9.18K -$19.1K -354 -71%
TVAMP
366
Tennessee Valley Asset Management Partners
Tennessee
$9.1K +$7.72K +143 New
RA
367
Rise Advisors
New York
$9.04K -$1.08K -20 -12%
BWAM
368
Boyd Watterson Asset Management
Ohio
$8.93K
LC
369
Lindbrook Capital
California
$8.1K -$6.54K -121 -49%
BCV
370
Banque Cantonale Vaudoise
Switzerland
$8K -$3.78K -70 -34%
NSIM
371
North Star Investment Management
Illinois
$7.97K
PAS
372
Point72 Asia (Singapore)
Singapore
$7.68K +$6.48K +120 New
CFD
373
Creative Financial Designs
Indiana
$7.65K
BF
374
BOK Financial
Oklahoma
$7.33K
BTI
375
Blue Trust Inc
Georgia
$7K +$4.11K +76 +119%

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.