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ScottsMiracle-Gro

431 hedge funds and large institutions have $2.49B invested in ScottsMiracle-Gro in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 145 increasing their positions, 151 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.33% more ownership

Funds ownership: 70.62%70.95% (+0.33%)

4% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 151

9% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 58

2% less funds holding

Funds holding: 440431 (-9)

10% less capital invested

Capital invested by funds: $2.77B → $2.49B (-$272M)

70% less call options, than puts

Call options by funds: $61.1M | Put options by funds: $207M

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
431
Holders Change
-9
Holders Change %
-2.05%
% of All Funds
6.77%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
53
Increased
145
Reduced
151
Closed
58
Calls
$61.1M
Puts
$207M
Net Calls
-$145M
Net Calls Change
-$70M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
451
United Capital Financial Advisors
Texas
-$234K -3,356 Closed
MCCP
452
Mission Creek Capital Partners
California
-$229K -3,277 Closed
Brown Advisory
453
Brown Advisory
Maryland
-$228K -3,267 Closed
Balyasny Asset Management
454
Balyasny Asset Management
Illinois
-$226K -3,241 Closed
Nordea Investment Management
455
Nordea Investment Management
Sweden
-$214K -3,199 Closed
SPC
456
Sigma Planning Corp
Michigan
-$223K -3,192 Closed
BCM
457
Bayesian Capital Management
New York
-$216K -3,100 Closed
MSRPS
458
Maryland State Retirement & Pension System
Maryland
-$216K -3,097 Closed
KF
459
Krilogy Financial
Missouri
-$214K -3,065 Closed
ProShare Advisors
460
ProShare Advisors
Maryland
-$212K -3,042 Closed
M&T Bank
461
M&T Bank
New York
-$211K -3,037 Closed
GPCM
462
Granite Point Capital Management
Massachusetts
-$209K -3,000 Closed
SWP
463
Stratos Wealth Partners
Ohio
-$207K -2,973 Closed
V
464
Veritable
Delaware
-$207K -2,965 Closed
HFM
465
Harvest Fund Management
China
-$203K -2,915 Closed
ASN
466
Advisory Services Network
Georgia
-$120K -1,714 Closed
BAM
467
Belpointe Asset Management
Nevada
-$77.9K -1,116 Closed
OCM
468
Orion Capital Management
California
-$69.7K -1,000 Closed
N
469
Natixis
France
-$46.6K -668 Closed
MFG
470
Mendota Financial Group
Wisconsin
-$73.9K -601 Closed
ECG
471
Edge Capital Group
Georgia
-$33.6K -482 Closed
EI
472
Ellevest Inc
New York
-$30K -430 Closed
BC
473
Bartlett & Co
Ohio
-$28K -400 Closed
BCWM
474
Bartlett & Co Wealth Management
Ohio
-$27.9K -400 Closed
ZB
475
Zions Bancorporation
Utah
-$23.3K -334 Closed

SMG Hedge Fund Activity: Q2 2023 in Review

431 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q2 2023, worth a combined $2.49B — down 9.8% from $2.77B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of SMG and 53 opened new positions — a net loss of 5 holders — while 151 trimmed existing stakes and 145 added.

The largest buyer was Northern Trust, adding an estimated $21.5M. The largest seller was EARNEST Partners, cutting an estimated $38.4M.

  • 431 institutional investors held ScottsMiracle-Gro (SMG) as of Q2 2023, down from 440 in Q1 2023.
  • Funds reported $2.49B of ScottsMiracle-Gro stock for Q2 2023, down 9.8% quarter-over-quarter.
  • 53 funds opened new ScottsMiracle-Gro positions in Q2 2023 and 58 closed out, a net change of -5 holders.
  • The largest ScottsMiracle-Gro buyer in Q2 2023 was Northern Trust, an estimated $21.5M added.
  • The largest ScottsMiracle-Gro seller in Q2 2023 was EARNEST Partners, an estimated $38.4M sold.

Based on aggregated 13F filings for Q2 2023.