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ScottsMiracle-Gro

430 hedge funds and large institutions have $3.32B invested in ScottsMiracle-Gro in 2024 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 172 increasing their positions, 129 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

33% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 129

20% more capital invested

Capital invested by funds: $2.77B → $3.32B (+$551M)

3.55% more ownership

Funds ownership: 75.1%78.65% (+3.5%)

3% less funds holding

Funds holding: 444430 (-14)

15% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 67

19% less call options, than puts

Call options by funds: $85.2M | Put options by funds: $105M

Holders
430
Holders Change
-14
Holders Change %
-3.15%
% of All Funds
6.19%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
57
Increased
172
Reduced
129
Closed
67
Calls
$85.2M
Puts
$105M
Net Calls
-$20.1M
Net Calls Change
-$29.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
401
Activest Wealth Management
Florida
$2.48K
PA
402
Pineridge Advisors
Missouri
$2.46K -$1.55K -25 -43%
CWM
403
CarsonAllaria Wealth Management
Illinois
$2.45K
AFG
404
Albion Financial Group
Utah
$2.24K
RTL
405
Red Tortoise LLC
Georgia
$2.24K
S
406
Sachetta
Massachusetts
$2.23K
VNA
407
Valley National Advisers
Pennsylvania
$2K -$621 -10 -25%
LSA
408
Leonteq Securities AG
Switzerland
$1.94K
KFI
409
Key Financial Inc
Pennsylvania
$1.86K
LTI
410
Laffer Tengler Investments
Tennessee
$1.58K -$559 -9 -30%
Jones Financial Companies
411
Jones Financial Companies
Missouri
$1.57K +$1.3K +21 New
KFS
412
Kelly Financial Services
Massachusetts
$1.51K
CAM
413
Creekmur Asset Management
Illinois
$1.49K
A
414
AlphaQuest
New York
$1.42K -$80K -1,288 -99%
FMII
415
Farmers & Merchants Investments Inc
Nebraska
$1.42K
CFB
416
Cullen/Frost Bankers
Texas
$1.27K
PWMG
417
Prestige Wealth Management Group
New Jersey
$1.12K
PIM
418
Plato Investment Management
Australia
$970 -$17.3K -279 -96%
AIM
419
Anchor Investment Management
South Carolina
$970
UB
420
UMB Bank
Missouri
$970 +$808 +13 New
BIA
421
Bell Investment Advisors
California
$896
DIP
422
DT Investment Partners
Pennsylvania
$746
TAM
423
Tucker Asset Management
Colorado
$746
CHA
424
Carmichael Hill & Associates
Maryland
$672
PWMG
425
Private Wealth Management Group
New Jersey
$597

SMG Hedge Fund Activity: Q1 2024 in Review

430 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q1 2024, worth a combined $3.32B — up 20% from $2.77B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of SMG and 57 opened new positions — a net loss of 10 holders — while 129 trimmed existing stakes and 172 added.

The largest buyer was Millennium Management, adding an estimated $46.2M. The largest seller was Lazard Asset Management, exiting entirely with an estimated $44.3M sold.

  • 430 institutional investors held ScottsMiracle-Gro (SMG) as of Q1 2024, down from 444 in Q4 2023.
  • Funds reported $3.32B of ScottsMiracle-Gro stock for Q1 2024, up 20% quarter-over-quarter.
  • 57 funds opened new ScottsMiracle-Gro positions in Q1 2024 and 67 closed out, a net change of -10 holders.
  • The largest ScottsMiracle-Gro buyer in Q1 2024 was Millennium Management, an estimated $46.2M added.
  • The largest ScottsMiracle-Gro seller in Q1 2024 was Lazard Asset Management, an estimated $44.3M sold.

Based on aggregated 13F filings for Q1 2024.