We are live on ! Find out more
SMG icon

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
CAM
426
Creekmur Asset Management
Illinois
$1.27K +$1.08K +20 New
FMII
427
Farmers & Merchants Investments Inc
Nebraska
$1.21K
CFB
428
Cullen/Frost Bankers
Texas
$1.08K
PWMG
429
Prestige Wealth Management Group
New Jersey
$957 -$756 -14 -48%
CAS
430
Coppell Advisory Solutions
Texas
$956 +$810 +15 New
AIM
431
Anchor Investment Management
South Carolina
$829
FDCP
432
Foster Dykema Cabot & Partners
Massachusetts
$829 +$702 +13 New
TCM
433
TD Capital Management
Tennessee
$773 -$4.75K -88 -88%
BIA
434
Bell Investment Advisors
California
$765 -$1.68K -31 -72%
CSC
435
Caldwell Sutter Capital
California
$765
TAM
436
Tucker Asset Management
Colorado
$638
CHA
437
Carmichael Hill & Associates
Maryland
$574
DIP
438
DT Investment Partners
Pennsylvania
$572
PWMG
439
Private Wealth Management Group
New Jersey
$510 +$432 +8 New
TFM
440
TFC Financial Management
Massachusetts
$447 +$378 +7 New
AFWM
441
Abich Financial Wealth Management
Virginia
$383 +$324 +6 New
HIA
442
Harbor Investment Advisory
Maryland
$319 -$216 -4 -44%
CP
443
Castleview Partners
Texas
$255 +$216 +4 New
RG
444
Retirement Group
California
$128
LOAME
445
Lombard Odier Asset Management (Europe)
United Kingdom
-$4.11M -79,507 Closed
Amundi
446
Amundi
France
-$3.24M -67,914 Closed
MCM
447
Mitchell Capital Management
Kansas
-$3.29M -63,604 Closed
IEFM
448
IQ EQ Fund Management
Ireland
-$2.58M -49,933 Closed
MM
449
Meridian Management
Arkansas
-$2.22M -42,890 Closed
Voloridge Investment Management
450
Voloridge Investment Management
Florida
-$747K -14,456 Closed

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.