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ScottsMiracle-Gro

552 hedge funds and large institutions have $5.57B invested in ScottsMiracle-Gro in 2021 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 184 increasing their positions, 152 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 63

21% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 152

12% more capital invested

Capital invested by funds: $4.99B → $5.57B (+$580M)

10% more funds holding

Funds holding: 504552 (+48)

1.69% more ownership

Funds ownership: 61.37%63.06% (+1.7%)

10% more call options, than puts

Call options by funds: $63.4M | Put options by funds: $57.8M

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
552
Holders Change
+48
Holders Change %
+9.52%
% of All Funds
8.49%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
122
Increased
184
Reduced
152
Closed
63
Calls
$63.4M
Puts
$57.8M
Net Calls
+$5.58M
Net Calls Change
+$56.1M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
451
Vigilant Capital Management
Maine
$29K
Jones Financial Companies
452
Jones Financial Companies
Missouri
$27K
NFG
453
Next Financial Group
Texas
$27K +$2.48K +16 +11%
CWC
454
Carolinas Wealth Consulting
North Carolina
$26K -$155 -1 -0.6%
CWS
455
Confluence Wealth Services
Pennsylvania
$26K +$25.2K +163 New
CFFP
456
Center for Financial Planning
Michigan
$25K +$9.28K +60 +61%
EI
457
Ellevest Inc
New York
$25K +$15.6K +101 +177%
PCC
458
Park Circle Company
Maryland
$24K
RA
459
Rise Advisors
New York
$23.8K +$22.9K +148 New
SWM
460
Selective Wealth Management
Virginia
$23K
WTA
461
Washington Trust Advisors
Massachusetts
$23K +$21.8K +141 New
NSIM
462
North Star Investment Management
Illinois
$20K -$1.81M -11,701 -99%
LWA
463
Lenox Wealth Advisors
New York
$20K
VCM
464
Versant Capital Management
Arizona
$20K
GAM
465
Gemmer Asset Management
California
$19K -$6.65K -43 -27%
LC
466
Lindbrook Capital
California
$19K +$15.9K +103 +858%
WTC
467
WhitTier Trust Company
Nevada
$19K +$17.8K +115 New
HFM
468
Harvest Fund Management
China
$19K +$19K +123 New
BFEC
469
Benjamin F. Edwards & Company
Missouri
$18K -$6.03K -39 -26%
CFGS
470
Concourse Financial Group Securities
Alabama
$18K -$3.56K -23 -17%
GWSG
471
GPS Wealth Strategies Group
Colorado
$18K
STCOSD
472
Sageworth Trust Company of South Dakota
South Dakota
$18K +$17.2K +111 New
SC
473
Stephens Consulting
Michigan
$16.4K +$15.8K +102 New
AIC
474
Archer Investment Corporation
Indiana
$16.1K
FP
475
Financial Perspectives
Minnesota
$16.1K

SMG Hedge Fund Activity: Q4 2021 in Review

552 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q4 2021, worth a combined $5.57B — up 12% from $4.99B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new SMG positions and 63 closed out — a net gain of 59 holders — while 184 added to existing stakes and 152 trimmed.

The largest buyer was First Eagle Investment Management, adding an estimated $112M. The largest seller was Gilder Gagnon Howe & Co, exiting entirely with an estimated $55.9M sold.

  • 552 institutional investors held ScottsMiracle-Gro (SMG) as of Q4 2021, up from 504 in Q3 2021.
  • Funds reported $5.57B of ScottsMiracle-Gro stock for Q4 2021, up 12% quarter-over-quarter.
  • 122 funds opened new ScottsMiracle-Gro positions in Q4 2021 and 63 closed out, a net change of +59 holders.
  • The largest ScottsMiracle-Gro buyer in Q4 2021 was First Eagle Investment Management, an estimated $112M added.
  • The largest ScottsMiracle-Gro seller in Q4 2021 was Gilder Gagnon Howe & Co, an estimated $55.9M sold.

Based on aggregated 13F filings for Q4 2021.