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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
GIA
401
GHP Investment Advisors
Colorado
$3.13K
WIA
402
Wetzel Investment Advisors
Indiana
$3K +$2.92K +54 New
IPW
403
Impact Partnership Wealth
Georgia
$3K -$121K -2,245 -98%
FFA
404
Farther Finance Advisors
California
$2.88K +$1.24K +23 +105%
GWS
405
Glassman Wealth Services
Virginia
$2.87K -$432 -8 -15%
CSWM
406
Cassady Schiller Wealth Management
Ohio
$2.74K
ME
407
McIlrath & Eck
Washington
$2.61K
BWL
408
Bogart Wealth LLC
Virginia
$2.42K
AWM
409
Abound Wealth Management
Tennessee
$2.42K +$2.05K +38 New
GI
410
Gradient Investments
Minnesota
$2.36K +$54 +1 +3%
S
411
Sachetta
Massachusetts
$2.23K +$1.89K +35 New
VAG
412
VisionPoint Advisory Group
Texas
$2.23K +$1.68K +31 +775%
AWM
413
Activest Wealth Management
Florida
$2.11K
FHA
414
First Horizon Advisors
Tennessee
$2.1K
CWM
415
CarsonAllaria Wealth Management
Illinois
$2.09K
VNA
416
Valley National Advisers
Pennsylvania
$2K +$1.62K +30 +300%
AFG
417
Albion Financial Group
Utah
$1.91K
RTL
418
Red Tortoise LLC
Georgia
$1.91K
LTI
419
Laffer Tengler Investments
Tennessee
$1.91K +$1.62K +30 New
LSA
420
Leonteq Securities AG
Switzerland
$1.66K +$594 +11 +73%
KFI
421
Key Financial Inc
Pennsylvania
$1.59K
T
422
Tidemark
California
$1.52K +$1.3K +24 New
PWA
423
Provenance Wealth Advisors
Florida
$1.4K +$1.19K +22 New
SAM
424
Smartleaf Asset Management
Massachusetts
$1.3K +$1.08K +20 New
KFS
425
Kelly Financial Services
Massachusetts
$1.29K

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.