We are live on ! Find out more
SMG icon

ScottsMiracle-Gro

504 hedge funds and large institutions have $4.99B invested in ScottsMiracle-Gro in 2021 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 172 increasing their positions, 169 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 169

1.61% less ownership

Funds ownership: 62.98%61.37% (-1.6%)

5% less funds holding

Funds holding: 529504 (-25)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

23% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 83

25% less capital invested

Capital invested by funds: $6.69B → $4.99B (-$1.7B)

44% less call options, than puts

Call options by funds: $64.7M | Put options by funds: $115M

Holders
504
Holders Change
-25
Holders Change %
-4.73%
% of All Funds
8.82%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
64
Increased
172
Reduced
169
Closed
83
Calls
$64.7M
Puts
$115M
Net Calls
-$50.6M
Net Calls Change
-$67.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
401
Washington Trust
Rhode Island
$69K
CFB
402
Cullen/Frost Bankers
Texas
$68K
LWM
403
Liberty Wealth Management
California
$67K +$36.7K +224 +105%
EBA
404
Eagle Bay Advisors
New York
$60K +$67.2K +410 New
BC
405
Bartlett & Co
Ohio
$59K
BCWM
406
Bartlett & Co Wealth Management
Ohio
$58.5K
WT
407
Whittier Trust
California
$56K +$8.36K +51 +15%
SWA
408
Sutton Wealth Advisors
Florida
$52.7K
OSAM
409
O'Shaughnessy Asset Management
Connecticut
$52K -$111K -679 -66%
ZB
410
Zions Bancorporation
Utah
$49K
BFC
411
Bedel Financial Consulting
Indiana
$48K
KTC
412
Kistler-Tiffany Companies
Pennsylvania
$48K
S
413
SignatureFD
Georgia
$47K +$33.8K +206 +182%
EW
414
Evoke Wealth
California
$43K
Bessemer Group
415
Bessemer Group
New Jersey
$43K +$48.3K +295 New
APA
416
American Portfolios Advisors
New York
$40.2K -$388K -2,369 -90%
SIC
417
Salem Investment Counselors
North Carolina
$40K
QCG
418
Quadrant Capital Group
Ohio
$37K +$7.87K +48 +23%
AF
419
Advisornet Financial
Minnesota
$37K +$41K +250 New
BEI
420
Benjamin Edwards Inc
Missouri
$34K
MAM
421
Meeder Asset Management
Ohio
$32K -$4.75K -29 -12%
EVM
422
Eaton Vance Management
Massachusetts
$31K -$65.1K -397 -37%
FRA
423
Front Row Advisors
California
$31K
EIP
424
Ellis Investment Partners
Pennsylvania
$31K +$164 +1 +0.5%
PCG
425
Private Capital Group
Connecticut
$29K -$1.48K -9 -4%

SMG Hedge Fund Activity: Q3 2021 in Review

504 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q3 2021, worth a combined $4.99B — down 25% from $6.69B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of SMG and 64 opened new positions — a net loss of 19 holders — while 169 trimmed existing stakes and 172 added.

The largest buyer was First Eagle Investment Management, adding an estimated $61.6M. The largest seller was Victory Capital Management, cutting an estimated $58.4M.

  • 504 institutional investors held ScottsMiracle-Gro (SMG) as of Q3 2021, down from 529 in Q2 2021.
  • Funds reported $4.99B of ScottsMiracle-Gro stock for Q3 2021, down 25% quarter-over-quarter.
  • 64 funds opened new ScottsMiracle-Gro positions in Q3 2021 and 83 closed out, a net change of -19 holders.
  • The largest ScottsMiracle-Gro buyer in Q3 2021 was First Eagle Investment Management, an estimated $61.6M added.
  • The largest ScottsMiracle-Gro seller in Q3 2021 was Victory Capital Management, an estimated $58.4M sold.

Based on aggregated 13F filings for Q3 2021.