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ScottsMiracle-Gro

444 hedge funds and large institutions have $2.77B invested in ScottsMiracle-Gro in 2023 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 121 increasing their positions, 168 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 46

28% more capital invested

Capital invested by funds: $2.17B → $2.77B (+$608M)

22% more call options, than puts

Call options by funds: $52.9M | Put options by funds: $43.3M

10% more funds holding

Funds holding: 402444 (+42)

2.72% more ownership

Funds ownership: 72.38%75.1% (+2.7%)

28% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 168

Holders
444
Holders Change
+42
Holders Change %
+10.45%
% of All Funds
6.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
93
Increased
121
Reduced
168
Closed
46
Calls
$52.9M
Puts
$43.3M
Net Calls
+$9.6M
Net Calls Change
+$17.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
376
Private Trust Company
Ohio
$6.95K
GWMIA
377
Global Wealth Management Investment Advisory
Florida
$6.88K
MCM
378
Manchester Capital Management
Vermont
$6.88K +$5.02K +93 +620%
AIC
379
Archer Investment Corporation
Indiana
$6.86K +$54 +1 +0.9%
PFBT
380
Parkside Financial Bank & Trust
Missouri
$5.99K -$162 -3 -3%
CA
381
Crewe Advisors
Utah
$5.8K +$4.92K +91 New
EC
382
EntryPoint Capital
New York
$5.61K +$4.75K +88 New
GWM
383
Geneos Wealth Management
Colorado
$5.39K
IGWM
384
ICA Group Wealth Management
Colorado
$5.16K +$4.38K +81 New
VCM
385
Versant Capital Management
Arizona
$5.1K -$5.35K -99 -55%
TSWM
386
Tyler-Stone Wealth Management
Ohio
$4.78K
SIS
387
Sound Income Strategies
Florida
$4.72K
SIC
388
Salem Investment Counselors
North Carolina
$4.46K
AF
389
Allworth Financial
California
$4.33K -$5.56K -103 -60%
CWC
390
Carolinas Wealth Consulting
North Carolina
$4.08K +$648 +12 +23%
CAL
391
Capital Advisors Ltd
Ohio
$4K
PGAM
392
Princeton Global Asset Management
New Jersey
$3.89K +$54 +1 +2%
HI
393
Harbour Investments
Wisconsin
$3.89K
CPA
394
Clear Point Advisors
New York
$3.86K +$3.29K +61 New
IFAM
395
Institutional & Family Asset Management
Colorado
$3.76K +$108 +2 +4%
PA
396
Pineridge Advisors
Missouri
$3.7K +$3.13K +58 New
AF
397
Advisornet Financial
Minnesota
$3.31K -$13.6K -251 -83%
LFA
398
LGT Financial Advisors
Texas
$3.26K
GBT
399
Grove Bank & Trust
Florida
$3.19K
TWC
400
TD Waterhouse Canada
Ontario, Canada
$3.18K +$2.81K +52 New

SMG Hedge Fund Activity: Q4 2023 in Review

444 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q4 2023, worth a combined $2.77B — up 28% from $2.17B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SMG positions and 46 closed out — a net gain of 47 holders — while 121 added to existing stakes and 168 trimmed.

The largest buyer was Northern Trust, adding an estimated $28.7M. The largest seller was Federated Hermes, cutting an estimated $20.3M.

  • 444 institutional investors held ScottsMiracle-Gro (SMG) as of Q4 2023, up from 402 in Q3 2023.
  • Funds reported $2.77B of ScottsMiracle-Gro stock for Q4 2023, up 28% quarter-over-quarter.
  • 93 funds opened new ScottsMiracle-Gro positions in Q4 2023 and 46 closed out, a net change of +47 holders.
  • The largest ScottsMiracle-Gro buyer in Q4 2023 was Northern Trust, an estimated $28.7M added.
  • The largest ScottsMiracle-Gro seller in Q4 2023 was Federated Hermes, an estimated $20.3M sold.

Based on aggregated 13F filings for Q4 2023.