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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

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

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
First Trust Advisors
26
First Trust Advisors
Illinois
$19.4M +$2.93M +40,788 +17%
William Blair & Company
27
William Blair & Company
Illinois
$18.9M +$3.55M +49,423 +22%
Federated Hermes
28
Federated Hermes
Pennsylvania
$18.8M +$17.8M +246,959 +1,110%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$16.4M +$2.95M +40,995 +21%
Natixis Advisors
30
Natixis Advisors
Massachusetts
$15.9M +$3.17M +44,117 +24%
Stifel Financial
31
Stifel Financial
Missouri
$15.1M +$580K +8,062 +4%
Millennium Management
32
Millennium Management
New York
$13.7M +$7.15M +99,441 +102%
Man Group
33
Man Group
United Kingdom
$13.1M -$4.15M -57,693 Closed
Principal Financial Group
34
Principal Financial Group
Iowa
$11.3M +$194K +2,697 +2%
GI
35
GAMCO Investors
Connecticut
$10.9M -$424K -5,900 -4%
JP Morgan Chase
36
JP Morgan Chase
New York
$10.8M +$1.56M +21,653 +16%
Adage Capital Partners
37
Adage Capital Partners
Massachusetts
$10.5M +$10.8M +150,000 New
MG
38
Markel Group
Virginia
$10.4M +$1.47M +20,500 +16%
Amundi
39
Amundi
France
$10.3M +$3.14M +43,622 +43%
Mirae Asset Global Investments
40
Mirae Asset Global Investments
South Korea
$10.1M -$636K -8,836 -6%
UBS Group
41
UBS Group
Switzerland
$9.93M +$2.06M +28,584 +25%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$9.87M -$38M -528,081 -79%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$8.86M +$91.6K +1,274 +1%
HF
44
HRT Financial
New York
$8.43M +$2.56M +35,532 +42%
CSS
45
Cubist Systematic Strategies
Connecticut
$8.27M -$7.13M -99,170 -46%
Goldman Sachs
46
Goldman Sachs
New York
$8.25M -$5.7M -79,188 -40%
N
47
Nuveen
North Carolina
$7.9M +$122K +1,702 +2%
AAM
48
Advisors Asset Management
Colorado
$7.49M +$1.22M +16,995 +19%
TC
49
TwinBeech Capital
New York
$6.85M +$2.67M +37,127 +61%
Two Sigma Advisers
50
Two Sigma Advisers
New York
$6.79M +$5.06M +70,400 +261%
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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.