We are live on ! Find out more
SMG icon

ScottsMiracle-Gro

529 hedge funds and large institutions have $6.69B invested in ScottsMiracle-Gro in 2021 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 187 increasing their positions, 168 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $84.2M | Put options by funds: $67.2M

11% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 168

1.14% less ownership

Funds ownership: 64.12%62.98% (-1.1%)

5% less funds holding

Funds holding: 559529 (-30)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

23% less capital invested

Capital invested by funds: $8.7B → $6.69B (-$2.01B)

29% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 87

Holders
529
Holders Change
-30
Holders Change %
-5.37%
% of All Funds
9.21%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
62
Increased
187
Reduced
168
Closed
87
Calls
$84.2M
Puts
$67.2M
Net Calls
+$17M
Net Calls Change
-$29.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HFA
451
Hoover Financial Advisors
Pennsylvania
$33K
T
452
TOBAM
France
$33K
Jones Financial Companies
453
Jones Financial Companies
Missouri
$32K +$18.5K +84 +101%
CWC
454
Carolinas Wealth Consulting
North Carolina
$31K
GAM
455
Gemmer Asset Management
California
$31K
BCA
456
Berman Capital Advisors
Georgia
$31K +$20.1K +91 +125%
ST
457
Sageworth Trust
Pennsylvania
$29K +$33.1K +150 New
PWS
458
Paragon Wealth Strategies
Florida
$27K +$31.3K +142 New
PMFA
459
Plante Moran Financial Advisors
Michigan
$26K +$29.8K +135 New
VCM
460
Versant Capital Management
Arizona
$24K -$662 -3 -2%
LWA
461
Lenox Wealth Advisors
New York
$24K +$8.6K +39 +45%
S
462
SignatureFD
Georgia
$22K -$441 -2 -2%
GWSG
463
GPS Wealth Strategies Group
Colorado
$21K
TWA
464
TCI Wealth Advisors
Arizona
$21K +$20.3K +92 +460%
KFS
465
Kelly Financial Services
Massachusetts
$21K +$884K +4,009 +19,090%
WTC
466
WhitTier Trust Company
Nevada
$20K +$1.1K +5 +5%
FP
467
Financial Perspectives
Minnesota
$19.2K -$5.38M -24,397 -100%
CFFP
468
Center for Financial Planning
Michigan
$19K
LS
469
Leelyn Smith
Illinois
$19K
SWM
470
Selective Wealth Management
Virginia
$19K
WOC
471
West Oak Capital
California
$19K +$11K +50 +100%
COCM
472
Charter Oak Capital Management
New Hampshire
$19K +$22.1K +100 New
HCP
473
Hexagon Capital Partners
Arkansas
$18K -$4.85K -22 -19%
CFA
474
Carroll Financial Associates
North Carolina
$18K
Fuller & Thaler Asset Management
475
Fuller & Thaler Asset Management
California
$17K -$23.2K -105 -54%

SMG Hedge Fund Activity: Q2 2021 in Review

529 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q2 2021, worth a combined $6.69B — down 23% from $8.7B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of SMG and 62 opened new positions — a net loss of 25 holders — while 168 trimmed existing stakes and 187 added.

The largest buyer was Macquarie Group, adding an estimated $132M. The largest seller was Vanguard Group, cutting an estimated $196M.

  • 529 institutional investors held ScottsMiracle-Gro (SMG) as of Q2 2021, down from 559 in Q1 2021.
  • Funds reported $6.69B of ScottsMiracle-Gro stock for Q2 2021, down 23% quarter-over-quarter.
  • 62 funds opened new ScottsMiracle-Gro positions in Q2 2021 and 87 closed out, a net change of -25 holders.
  • The largest ScottsMiracle-Gro buyer in Q2 2021 was Macquarie Group, an estimated $132M added.
  • The largest ScottsMiracle-Gro seller in Q2 2021 was Vanguard Group, an estimated $196M sold.

Based on aggregated 13F filings for Q2 2021.