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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
TC
426
Trust Company
Kansas
$29K
WWM
427
Wolff Wiese Magana
California
$29K +$18.4K +112 +135%
VI
428
Vestcor Inc
New Brunswick, Canada
$27K
VCM
429
Vigilant Capital Management
Maine
$26K +$29.5K +180 New
CWC
430
Carolinas Wealth Consulting
North Carolina
$24K
Jones Financial Companies
431
Jones Financial Companies
Missouri
$24K
NFG
432
Next Financial Group
Texas
$23K -$16.4K -100 -40%
GAM
433
Gemmer Asset Management
California
$23K
BFEC
434
Benjamin F. Edwards & Company
Missouri
$22K -$364K -2,224 -94%
ST
435
Sageworth Trust
Pennsylvania
$22K
PCC
436
Park Circle Company
Maryland
$22K +$24.6K +150 New
SWM
437
Selective Wealth Management
Virginia
$21K +$7.37K +45 +45%
CFGS
438
Concourse Financial Group Securities
Alabama
$20K -$8.69K -53 -28%
LWA
439
Lenox Wealth Advisors
New York
$18K
VCM
440
Versant Capital Management
Arizona
$18K
GWSG
441
GPS Wealth Strategies Group
Colorado
$16K
COCM
442
Charter Oak Capital Management
New Hampshire
$15K
FP
443
Financial Perspectives
Minnesota
$14.6K
AIC
444
Archer Investment Corporation
Indiana
$14.6K +$16.4K +100 New
CFA
445
Carroll Financial Associates
North Carolina
$14K
CFFP
446
Center for Financial Planning
Michigan
$14K
LS
447
Leelyn Smith
Illinois
$14K
DFCM
448
Dark Forest Capital Management
Puerto Rico
$13K -$160K -978 -91%
PMFA
449
Plante Moran Financial Advisors
Michigan
$13K -$7.54K -46 -34%
Fuller & Thaler Asset Management
450
Fuller & Thaler Asset Management
California
$13K

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.