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ScottsMiracle-Gro

426 hedge funds and large institutions have $1.95B invested in ScottsMiracle-Gro in 2022 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 157 increasing their positions, 130 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $78M | Put options by funds: $46.7M

28% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 65

21% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 130

20% more capital invested

Capital invested by funds: $1.62B → $1.95B (+$320M)

4.35% more ownership

Funds ownership: 68.64%72.99% (+4.4%)

3% more funds holding

Funds holding: 415426 (+11)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
426
Holders Change
+11
Holders Change %
+2.65%
% of All Funds
6.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
83
Increased
157
Reduced
130
Closed
65
Calls
$78M
Puts
$46.7M
Net Calls
+$31.2M
Net Calls Change
+$41.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
376
Sound Income Strategies
Florida
$3.6K
FMII
377
Farmers & Merchants Investments Inc
Nebraska
$3.5K +$2.65K +53 +279%
CFO
378
CVA Family Office
Colorado
$3.45K
SIC
379
Salem Investment Counselors
North Carolina
$3.4K -$5.41K -108 -61%
BIA
380
Bell Investment Advisors
California
$3.16K +$2.9K +58 +829%
AAMA
381
Advanced Asset Management Advisors
Ohio
$3.06K +$3.15K +63 New
CPG
382
Cornerstone Planning Group
New Jersey
$3.01K +$2.6K +52 New
CAL
383
Capital Advisors Ltd
Ohio
$3K -$1.75K -35 -38%
CSB
384
City State Bank
Iowa
$3K
PGAM
385
Princeton Global Asset Management
New Jersey
$3K +$50 +1 +2%
IFAM
386
Institutional & Family Asset Management
Colorado
$2.77K -$301 -6 -10%
FFA
387
Farther Finance Advisors
California
$2.72K +$2.81K +56 New
GWS
388
Glassman Wealth Services
Virginia
$2.58K -$1.3K -26 -33%
PWMG
389
Prestige Wealth Management Group
New Jersey
$2.53K -$551 -11 -17%
GI
390
Gradient Investments
Minnesota
$2.38K
TJHA
391
Thomas J. Herzfeld Advisors
Florida
$2.33K +$301 +6 +14%
CSWM
392
Cassady Schiller Wealth Management
Ohio
$2.09K +$2.15K +43 New
CWM
393
CarsonAllaria Wealth Management
Illinois
$2K -$50 -1 -3%
GBT
394
Grove Bank & Trust
Florida
$2K +$2.5K +50 New
ME
395
McIlrath & Eck
Washington
$1.99K
BBPWM
396
Blue Bell Private Wealth Management
Pennsylvania
$1.94K
BAAM
397
Baker Avenue Asset Management
California
$1.9K +$1.95K +39 New
TWC
398
TD Waterhouse Canada
Ontario, Canada
$1.6K
AFG
399
Albion Financial Group
Utah
$1.46K -$75.1K -1,500 -98%
RTL
400
Red Tortoise LLC
Georgia
$1.46K +$1.5K +30 New

SMG Hedge Fund Activity: Q4 2022 in Review

426 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q4 2022, worth a combined $1.95B — up 20% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new SMG positions and 65 closed out — a net gain of 18 holders — while 157 added to existing stakes and 130 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $64.3M. The largest seller was First Eagle Investment Management, exiting entirely with an estimated $67.3M sold.

  • 426 institutional investors held ScottsMiracle-Gro (SMG) as of Q4 2022, up from 415 in Q3 2022.
  • Funds reported $1.95B of ScottsMiracle-Gro stock for Q4 2022, up 20% quarter-over-quarter.
  • 83 funds opened new ScottsMiracle-Gro positions in Q4 2022 and 65 closed out, a net change of +18 holders.
  • The largest ScottsMiracle-Gro buyer in Q4 2022 was T. Rowe Price Associates, an estimated $64.3M added.
  • The largest ScottsMiracle-Gro seller in Q4 2022 was First Eagle Investment Management, an estimated $67.3M sold.

Based on aggregated 13F filings for Q4 2022.