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ScottsMiracle-Gro

431 hedge funds and large institutions have $2.49B invested in ScottsMiracle-Gro in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 145 increasing their positions, 151 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.33% more ownership

Funds ownership: 70.62%70.95% (+0.33%)

4% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 151

9% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 58

2% less funds holding

Funds holding: 440431 (-9)

10% less capital invested

Capital invested by funds: $2.77B → $2.49B (-$272M)

70% less call options, than puts

Call options by funds: $61.1M | Put options by funds: $207M

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
431
Holders Change
-9
Holders Change %
-2.05%
% of All Funds
6.77%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
53
Increased
145
Reduced
151
Closed
58
Calls
$61.1M
Puts
$207M
Net Calls
-$145M
Net Calls Change
-$70M
Name Holding Trade Value Shares
Change
Change in
Stake
CSB
376
City State Bank
Iowa
$5K
TSWM
377
Tyler-Stone Wealth Management
Ohio
$5K +$5.03K +75 New
SIS
378
Strategic Investment Solutions
Illinois
$4.77K
SIS
379
Sound Income Strategies
Florida
$4.64K
HI
380
Harbour Investments
Wisconsin
$4.45K -$671 -10 -12%
SIC
381
Salem Investment Counselors
North Carolina
$4.39K
BIA
382
Bell Investment Advisors
California
$4.08K -$872 -13 -17%
CAL
383
Capital Advisors Ltd
Ohio
$4K -$4.29K -64 -53%
BFEC
384
Benjamin F. Edwards & Company
Missouri
$4K +$4.29K +64 New
PGAM
385
Princeton Global Asset Management
New Jersey
$3.74K +$67 +1 +2%
IFAM
386
Institutional & Family Asset Management
Colorado
$3.57K
GI
387
Gradient Investments
Minnesota
$3.45K -$939 -14 -20%
CAS
388
Coppell Advisory Solutions
Texas
$3.38K +$3.69K +55 New
GWS
389
Glassman Wealth Services
Virginia
$3.32K
PWMG
390
Prestige Wealth Management Group
New Jersey
$3.26K
HCM
391
Hollencrest Capital Management
California
$3.26K
SC
392
Stephens Consulting
Michigan
$3.2K -$3.42K -51 -50%
GBT
393
Grove Bank & Trust
Florida
$3.13K -$805 -12 -19%
TJHA
394
Thomas J. Herzfeld Advisors
Florida
$3.01K
CSWM
395
Cassady Schiller Wealth Management
Ohio
$2.7K
ME
396
McIlrath & Eck
Washington
$2.57K
CCM
397
Copeland Capital Management
Pennsylvania
$2.57K +$2.75K +41 New
GWSG
398
GPS Wealth Strategies Group
Colorado
$2.51K -$4.69K -70 -64%
BAAM
399
Baker Avenue Asset Management
California
$2.38K
BWL
400
Bogart Wealth LLC
Virginia
$2.38K

SMG Hedge Fund Activity: Q2 2023 in Review

431 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q2 2023, worth a combined $2.49B — down 9.8% from $2.77B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of SMG and 53 opened new positions — a net loss of 5 holders — while 151 trimmed existing stakes and 145 added.

The largest buyer was Northern Trust, adding an estimated $21.5M. The largest seller was EARNEST Partners, cutting an estimated $38.4M.

  • 431 institutional investors held ScottsMiracle-Gro (SMG) as of Q2 2023, down from 440 in Q1 2023.
  • Funds reported $2.49B of ScottsMiracle-Gro stock for Q2 2023, down 9.8% quarter-over-quarter.
  • 53 funds opened new ScottsMiracle-Gro positions in Q2 2023 and 58 closed out, a net change of -5 holders.
  • The largest ScottsMiracle-Gro buyer in Q2 2023 was Northern Trust, an estimated $21.5M added.
  • The largest ScottsMiracle-Gro seller in Q2 2023 was EARNEST Partners, an estimated $38.4M sold.

Based on aggregated 13F filings for Q2 2023.