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ScottsMiracle-Gro

504 hedge funds and large institutions have $4.99B invested in ScottsMiracle-Gro in 2021 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 172 increasing their positions, 169 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 169

1.61% less ownership

Funds ownership: 62.98%61.37% (-1.6%)

5% less funds holding

Funds holding: 529504 (-25)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

23% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 83

25% less capital invested

Capital invested by funds: $6.69B → $4.99B (-$1.7B)

44% less call options, than puts

Call options by funds: $64.7M | Put options by funds: $115M

Holders
504
Holders Change
-25
Holders Change %
-4.73%
% of All Funds
8.82%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
64
Increased
172
Reduced
169
Closed
83
Calls
$64.7M
Puts
$115M
Net Calls
-$50.6M
Net Calls Change
-$67.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
376
World Asset Management
Michigan
$200K -$11.3K -69 -5%
HI
377
Harbour Investments
Wisconsin
$185K -$26.1K -159 -11%
BAM
378
Belpointe Asset Management
Nevada
$170K +$31.1K +190 +20%
SWM
379
Spire Wealth Management
Virginia
$169K +$152K +930 +412%
GWM
380
Geneos Wealth Management
Colorado
$159K +$492 +3 +0.3%
SNT
381
Security National Trust
West Virginia
$154K
Canada Pension Plan Investment Board
382
Canada Pension Plan Investment Board
Ontario, Canada
$149K -$274K -1,672 -62%
FF
383
FourThought Financial
Florida
$146K
OCM
384
Orion Capital Management
California
$146K
GLLW
385
Graves Light Lenhart Wealth
Virginia
$142K
First Manhattan
386
First Manhattan
New York
$136K
FIA
387
FNY Investment Advisers
New York
$131K +$147K +900 New
BWA
388
BDO Wealth Advisors
Florida
$129K
JWA
389
JFS Wealth Advisors
Pennsylvania
$117K +$98.3K +600 +300%
AIM
390
Arcadia Investment Management
Michigan
$105K -$694K -4,238 -86%
HIA
391
Harbor Investment Advisory
Maryland
$94K
BCV
392
Banque Cantonale Vaudoise
Switzerland
$92K -$2.46K -15 -2%
ICM
393
Islay Capital Management
Texas
$92K +$103K +630 New
IA
394
IFP Advisors
Florida
$90K +$5.74K +35 +6%
SBL
395
Sargent Bickham Lagudis
Colorado
$88K
CFD
396
Creative Financial Designs
Indiana
$83K
KIG
397
Kowal Investment Group
Wisconsin
$82K +$91.9K +561 New
DAM
398
Delta Asset Management
Tennessee
$75K
SFPG
399
Stonebridge Financial Planning Group
Florida
$73K -$31.1K -190 -30%
JCM
400
Jacobi Capital Management
Pennsylvania
$73K +$70.6K +431 +625%

SMG Hedge Fund Activity: Q3 2021 in Review

504 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q3 2021, worth a combined $4.99B — down 25% from $6.69B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of SMG and 64 opened new positions — a net loss of 19 holders — while 169 trimmed existing stakes and 172 added.

The largest buyer was First Eagle Investment Management, adding an estimated $61.6M. The largest seller was Victory Capital Management, cutting an estimated $58.4M.

  • 504 institutional investors held ScottsMiracle-Gro (SMG) as of Q3 2021, down from 529 in Q2 2021.
  • Funds reported $4.99B of ScottsMiracle-Gro stock for Q3 2021, down 25% quarter-over-quarter.
  • 64 funds opened new ScottsMiracle-Gro positions in Q3 2021 and 83 closed out, a net change of -19 holders.
  • The largest ScottsMiracle-Gro buyer in Q3 2021 was First Eagle Investment Management, an estimated $61.6M added.
  • The largest ScottsMiracle-Gro seller in Q3 2021 was Victory Capital Management, an estimated $58.4M sold.

Based on aggregated 13F filings for Q3 2021.