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ScottsMiracle-Gro
SMG

Overview Fund Activity

400 hedge funds and large institutions have $2.16B invested in ScottsMiracle-Gro in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 135 increasing their positions, 145 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
-29
Holders Change %
-6.76%
% of All Funds
6.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
49
Increased
135
Reduced
145
Closed
72
Calls
$37.5M
Puts
$45.6M
Net Calls
-$8.1M
Net Calls Change
+$137M

Top Buyers

1
FGAM
Financial Gravity Asset Management
Texas
$79.5M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
$35.5M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$30.3M
4
Lazard Asset Management
Lazard Asset Management
New York
$28.3M
5
Marshall Wace
Marshall Wace
United Kingdom
$23M

Top Sellers

1
Millennium Management
Millennium Management
New York
$213K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$3.55M
3
MCM
Masters Capital Management
Georgia
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$4.91M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$4.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
376
Prestige Wealth Management Group
New Jersey
$1.5K -$1.19K -23 -44%
KFI
377
Key Financial Inc
Pennsylvania
$1.29K – – –
FFA
378
Farther Finance Advisors
California
$1.14K +$155 +3 +16%
SWA
379
Sutton Wealth Advisors
Florida
$1.09K – – –
KFS
380
Kelly Financial Services
Massachusetts
$1.05K – – –
AIM
381
Arcadia Investment Management
Michigan
$1.03K – – –
VNA
382
Valley National Advisers
Pennsylvania
$1K – – –
CAL
383
Capital Analysts LLC
Pennsylvania
$1K – – –
FMII
384
Farmers & Merchants Investments Inc
Nebraska
$982 – – –
CFB
385
Cullen/Frost Bankers
Texas
$879 – – –
IWP
386
IAG Wealth Partners
Wisconsin
$879 – – –
AWA
387
Authentikos Wealth Advisory
California
$879 +$879 +17 New
MCM
388
Manchester Capital Management
Vermont
$776 – – –
AIM
389
Anchor Investment Management
South Carolina
$672 – – –
CSC
390
Caldwell Sutter Capital
California
$620 – – –
FWM
391
Focused Wealth Management
New York
$556 -$50.5K -1,000 -99%
DIP
392
DT Investment Partners
Pennsylvania
$517 – – –
TAM
393
Tucker Asset Management
Colorado
$517 +$517 +10 New
CHA
394
Carmichael Hill & Associates
Maryland
$466 – – –
HIA
395
Harbor Investment Advisory
Maryland
$465 -$100K -1,945 -100%
HL
396
HeadInvest LLC
Maine
$286 +$286 +6 New
VAG
397
VisionPoint Advisory Group
Texas
$207 +$207 +4 New
GWSA
398
Global Wealth Strategies & Associates
Colorado
$155 +$155 +3 New
SIC
399
SJS Investment Consulting
Ohio
$104 -$364 -7 -78%
RG
400
Retirement Group
California
$103 – – –
14 15
16
17 18