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ScottsMiracle-Gro

529 hedge funds and large institutions have $6.69B invested in ScottsMiracle-Gro in 2021 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 187 increasing their positions, 168 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $84.2M | Put options by funds: $67.2M

11% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 168

1.14% less ownership

Funds ownership: 64.12%62.98% (-1.1%)

5% less funds holding

Funds holding: 559529 (-30)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

23% less capital invested

Capital invested by funds: $8.7B → $6.69B (-$2.01B)

29% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 87

Holders
529
Holders Change
-30
Holders Change %
-5.37%
% of All Funds
9.21%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
62
Increased
187
Reduced
168
Closed
87
Calls
$84.2M
Puts
$67.2M
Net Calls
+$17M
Net Calls Change
-$29.6M
Name Holding Trade Value Shares
Change
Change in
Stake
DFCM
401
Dark Forest Capital Management
Puerto Rico
$205K +$236K +1,070 New
GWM
402
Geneos Wealth Management
Colorado
$204K -$299K -1,354 -56%
SM
403
Sciencast Management
New Jersey
$203K +$246K +1,115 New
OSAM
404
O'Shaughnessy Asset Management
Connecticut
$198K -$16.8K -76 -7%
CIM
405
Contravisory Investment Management
Massachusetts
$196K
OCM
406
Orion Capital Management
California
$192K
FF
407
FourThought Financial
Florida
$191K
BAM
408
Belpointe Asset Management
Nevada
$186K -$25.4K -115 -11%
GLLW
409
Graves Light Lenhart Wealth
Virginia
$186K
First Manhattan
410
First Manhattan
New York
$179K
BWA
411
BDO Wealth Advisors
Florida
$169K -$8.82K -40 -4%
SNT
412
Security National Trust
West Virginia
$154K
Rockefeller Capital Management
413
Rockefeller Capital Management
New York
$125K +$93.1K +422 +183%
HIA
414
Harbor Investment Advisory
Maryland
$124K
BCV
415
Banque Cantonale Vaudoise
Switzerland
$124K +$142K +645 New
SFPG
416
Stonebridge Financial Planning Group
Florida
$117K +$24.3K +110 +21%
SBL
417
Sargent Bickham Lagudis
Colorado
$115K
IA
418
IFP Advisors
Florida
$111K +$85.4K +387 +204%
Acadian Asset Management
419
Acadian Asset Management
Massachusetts
$109K -$9.82M -44,522 -99%
CFD
420
Creative Financial Designs
Indiana
$108K
DAM
421
Delta Asset Management
Tennessee
$98K
WT
422
Washington Trust
Rhode Island
$90K
CFB
423
Cullen/Frost Bankers
Texas
$90K +$103K +468 New
BC
424
Bartlett & Co
Ohio
$77K
BCWM
425
Bartlett & Co Wealth Management
Ohio
$76.8K

SMG Hedge Fund Activity: Q2 2021 in Review

529 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q2 2021, worth a combined $6.69B — down 23% from $8.7B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of SMG and 62 opened new positions — a net loss of 25 holders — while 168 trimmed existing stakes and 187 added.

The largest buyer was Macquarie Group, adding an estimated $132M. The largest seller was Vanguard Group, cutting an estimated $196M.

  • 529 institutional investors held ScottsMiracle-Gro (SMG) as of Q2 2021, down from 559 in Q1 2021.
  • Funds reported $6.69B of ScottsMiracle-Gro stock for Q2 2021, down 23% quarter-over-quarter.
  • 62 funds opened new ScottsMiracle-Gro positions in Q2 2021 and 87 closed out, a net change of -25 holders.
  • The largest ScottsMiracle-Gro buyer in Q2 2021 was Macquarie Group, an estimated $132M added.
  • The largest ScottsMiracle-Gro seller in Q2 2021 was Vanguard Group, an estimated $196M sold.

Based on aggregated 13F filings for Q2 2021.