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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
AIM
376
Anchor Investment Management
South Carolina
$244K
KBC Group
377
KBC Group
Belgium
$243K
OIA
378
OneDigital Investment Advisors
Kansas
$242K +$232K +1,501 New
IC
379
IEQ Capital
California
$241K -$67.5K -436 -23%
SW
380
SVB Wealth
Massachusetts
$234K +$226K +1,458 New
CFCI
381
Comprehensive Financial Consultants Institutional
Indiana
$233K +$258K +1,665 New
BCA
382
Bay Colony Advisors
Massachusetts
$231K
Franklin Resources
383
Franklin Resources
California
$227K -$1.86K -12 -0.8%
RGC
384
Roberts, Glore & Co
Illinois
$227K
WHC
385
Wulff, Hansen & Co
California
$226K +$218K +1,406 New
ERWM
386
Elk River Wealth Management
Colorado
$225K
WMP
387
Wealth Management Partners
Arizona
$224K +$155K +1,000 New
FBT
388
First Bank & Trust
South Dakota
$223K -$2.48K -16 -1%
AC
389
ASB Consultores
Florida
$221K +$212K +1,371 New
SCA
390
Snowden Capital Advisors
New York
$214K -$209K -1,352 -50%
WS
391
Wedbush Securities
California
$214K -$14.7K -95 -7%
KeyBank National Association
392
KeyBank National Association
Ohio
$214K +$206K +1,331 New
BBI
393
Baxter Bros Inc
Connecticut
$212K +$203K +1,315 New
CCFM
394
Clear Creek Financial Management
Washington
$211K +$203K +1,311 New
MWM
395
Modera Wealth Management
New Jersey
$208K +$199K +1,289 New
WT
396
Whittier Trust
California
$206K +$139K +900 +236%
FAIM
397
Financial Advocates Investment Management
Washington
$205K +$197K +1,273 New
PCM
398
Presidio Capital Management
California
$204K +$196K +1,268 New
JWA
399
JFS Wealth Advisors
Pennsylvania
$190K +$59.1K +382 +48%
IA
400
IFP Advisors
Florida
$187K +$83.2K +538 +88%

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.