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ScottsMiracle-Gro

430 hedge funds and large institutions have $3.32B invested in ScottsMiracle-Gro in 2024 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 172 increasing their positions, 129 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

33% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 129

20% more capital invested

Capital invested by funds: $2.77B → $3.32B (+$551M)

3.55% more ownership

Funds ownership: 75.1%78.65% (+3.5%)

3% less funds holding

Funds holding: 444430 (-14)

15% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 67

19% less call options, than puts

Call options by funds: $85.2M | Put options by funds: $105M

Holders
430
Holders Change
-14
Holders Change %
-3.15%
% of All Funds
6.19%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
57
Increased
172
Reduced
129
Closed
67
Calls
$85.2M
Puts
$105M
Net Calls
-$20.1M
Net Calls Change
-$29.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CTA
351
Colonial Trust Advisors
South Carolina
$16K +$13.4K +215 New
QCG
352
Quadrant Capital Group
Ohio
$15.3K +$1.93K +31 +18%
FFWM
353
Future Financial Wealth Management
Ohio
$14.9K +$12.4K +200 New
MHR
354
Matthew Hamilton Rosenberg
$14.8K -$3.11K -50 -20%
SWM
355
Spire Wealth Management
Virginia
$14.8K
AW
356
Avion Wealth
Texas
$14K
PB
357
Pinnacle Bancorp
Nebraska
$13.9K
C
358
Covestor
United Kingdom
$13K -$113K -1,814 -91%
MPWT
359
MassMutual Private Wealth & Trust
Connecticut
$13K -$311 -5 -3%
CFD
360
Creative Financial Designs
Indiana
$12.7K +$3.11K +50 +42%
PFBT
361
Parkside Financial Bank & Trust
Missouri
$11.3K +$3.6K +58 +62%
BLC
362
Brown, Lisle/Cummings
Rhode Island
$11.2K -$4.66K -75 -33%
LC
363
Lindbrook Capital
California
$11K +$1.24K +20 +16%
CPG
364
Cornerstone Planning Group
New Jersey
$10.9K
TIM
365
Tortoise Investment Management
New York
$10.8K +$9.01K +145 New
BWAM
366
Boyd Watterson Asset Management
Ohio
$10.4K
QC
367
Quent Capital
New York
$10.2K -$1.18K -19 -12%
BCV
368
Banque Cantonale Vaudoise
Switzerland
$10K
GWM
369
Geneos Wealth Management
Colorado
$9.37K +$2.55K +41 +48%
NSIM
370
North Star Investment Management
Illinois
$9.32K
IA
371
IFP Advisors
Florida
$8.13K -$2.17K -35 -24%
MCM
372
Manchester Capital Management
Vermont
$8.06K
AIC
373
Archer Investment Corporation
Indiana
$8.03K
NC
374
nVerses Capital
Florida
$7.46K +$6.21K +100 New
RMC
375
Resources Management Corp
Connecticut
$7K -$12.5K -202 -68%

SMG Hedge Fund Activity: Q1 2024 in Review

430 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q1 2024, worth a combined $3.32B — up 20% from $2.77B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of SMG and 57 opened new positions — a net loss of 10 holders — while 129 trimmed existing stakes and 172 added.

The largest buyer was Millennium Management, adding an estimated $46.2M. The largest seller was Lazard Asset Management, exiting entirely with an estimated $44.3M sold.

  • 430 institutional investors held ScottsMiracle-Gro (SMG) as of Q1 2024, down from 444 in Q4 2023.
  • Funds reported $3.32B of ScottsMiracle-Gro stock for Q1 2024, up 20% quarter-over-quarter.
  • 57 funds opened new ScottsMiracle-Gro positions in Q1 2024 and 67 closed out, a net change of -10 holders.
  • The largest ScottsMiracle-Gro buyer in Q1 2024 was Millennium Management, an estimated $46.2M added.
  • The largest ScottsMiracle-Gro seller in Q1 2024 was Lazard Asset Management, an estimated $44.3M sold.

Based on aggregated 13F filings for Q1 2024.