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ScottsMiracle-Gro
SMG

440 hedge funds and large institutions have $2.77B invested in ScottsMiracle-Gro in 2023 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 151 increasing their positions, 141 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

42% more capital invested

Capital invested by funds: $1.95B → $2.77B (+$822M)

40% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 53

3% more funds holding

Funds holding: 426 → 440 (+14)

7% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 141

2.37% less ownership

Funds ownership: 72.99% → 70.62% (-2.4%)

43% less call options, than puts

Call options by funds: $98.7M | Put options by funds: $174M

Holders
440
Holders Change
+14
Holders Change %
+3.29%
% of All Funds
7.01%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
74
Increased
151
Reduced
141
Closed
53
Calls
$98.7M
Puts
$174M
Net Calls
-$75.5M
Net Calls Change
-$107M

Top Buyers

Rank Fund Capital Flow
1
IECM
Intrinsic Edge Capital Management
Illinois
+$30.1M
2
BlackRock
BlackRock
New York
+$19.8M
3
Norges Bank
Norges Bank
Norway
+$19M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$17.8M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$17.1M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$50.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$38M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$30.5M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$22.8M
5
Citadel Advisors
Citadel Advisors
Florida
-$22.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
LRWA
451
Long Run Wealth Advisors
New York
– -$979K -20,142 Closed
DADC
452
D.A. Davidson & Co
Montana
– -$953K -19,608 Closed
CIBC World Market
453
CIBC World Market
Ontario, Canada
– -$900K -18,513 Closed
Voloridge Investment Management
454
Voloridge Investment Management
Florida
– -$861K -17,712 Closed
PI
455
PineBridge Investments
New York
– -$843K -17,351 Closed
Point72 Asset Management
456
Point72 Asset Management
Connecticut
– -$1.23M -17,100 Closed
DTL
457
Dynamic Technology Lab
Singapore
– -$531K -10,930 Closed
Walleye Capital
458
Walleye Capital
New York
– -$778K -10,815 Closed
PTC
459
Petrus Trust Company
Texas
– -$481K -9,905 Closed
Parallax Volatility Advisers
460
Parallax Volatility Advisers
California
– -$625K -8,686 Closed
VEA
461
Virtus ETF Advisers
New York
– -$408K -8,392 Closed
URS
462
Utah Retirement Systems
Utah
– -$350K -7,203 Closed
PCMF
463
Private Capital Management (Florida)
Florida
– -$340K -7,000 Closed
RGI
464
River Global Investors
United Kingdom
– -$289K -5,964 Closed
AIM
465
Aigen Investment Management
New York
– -$288K -5,933 Closed
PAS
466
Park Avenue Securities
New York
– -$268K -5,516 Closed
Marshall Wace
467
Marshall Wace
United Kingdom
– -$238K -4,900 Closed
CG
468
Caprock Group
Idaho
– -$237K -4,869 Closed
Wolverine Trading
469
Wolverine Trading
Illinois
– -$339K -4,720 Closed
Tudor Investment Corp
470
Tudor Investment Corp
Connecticut
– -$225K -4,632 Closed
JFG
471
Jefferies Financial Group
New York
– -$208K -4,280 Closed
EMFAT
472
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$179K -3,678 Closed
Rockefeller Capital Management
473
Rockefeller Capital Management
New York
– -$159K -3,283 Closed
Canada Pension Plan Investment Board
474
Canada Pension Plan Investment Board
Ontario, Canada
– -$69.1K -1,423 Closed
MCC
475
Money Concepts Capital
Florida
– -$60.2K -1,238 Closed
16 17 18
19
20

SMG Hedge Fund Activity: Q1 2023 in Review

440 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q1 2023, worth a combined $2.77B — up 42% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SMG positions and 53 closed out — a net gain of 21 holders — while 151 added to existing stakes and 141 trimmed.

The largest buyer was Intrinsic Edge Capital Management, opening a new position worth an estimated $30.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $50.6M.

  • 440 institutional investors held ScottsMiracle-Gro (SMG) as of Q1 2023, up from 426 in Q4 2022.
  • Funds reported $2.77B of ScottsMiracle-Gro stock for Q1 2023, up 42% quarter-over-quarter.
  • 74 funds opened new ScottsMiracle-Gro positions in Q1 2023 and 53 closed out, a net change of +21 holders.
  • The largest ScottsMiracle-Gro buyer in Q1 2023 was Intrinsic Edge Capital Management, an estimated $30.1M added.
  • The largest ScottsMiracle-Gro seller in Q1 2023 was T. Rowe Price Associates, an estimated $50.6M sold.

Based on aggregated 13F filings for Q1 2023.