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ScottsMiracle-Gro
SMG

402 hedge funds and large institutions have $2.17B invested in ScottsMiracle-Gro in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 136 increasing their positions, 146 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.43% more ownership

Funds ownership: 70.95% → 72.38% (+1.4%)

7% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 146

7% less funds holding

Funds holding: 431 → 402 (-29)

13% less capital invested

Capital invested by funds: $2.49B → $2.17B (-$329M)

18% less call options, than puts

Call options by funds: $37.5M | Put options by funds: $45.6M

32% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 72

Holders
402
Holders Change
-29
Holders Change %
-6.73%
% of All Funds
6.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
49
Increased
136
Reduced
146
Closed
72
Calls
$37.5M
Puts
$45.6M
Net Calls
-$8.1M
Net Calls Change
+$137M

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$39.1M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$34M
3
Lazard Asset Management
Lazard Asset Management
New York
+$31.8M
4
Marshall Wace
Marshall Wace
United Kingdom
+$23.7M
5
FGAM
Financial Gravity Asset Management
Texas
+$17.5M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$24.7M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$23.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$13.7M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$13.5M
5
MCM
Masters Capital Management
Georgia
-$12.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
William Blair & Company
26
William Blair & Company
Illinois
$13.4M +$384K +6,626 +3%
Citadel Advisors
27
Citadel Advisors
Florida
$12.5M +$1.49M +25,661 +12%
Stifel Financial
28
Stifel Financial
Missouri
$11.8M +$790K +13,633 +6%
JP Morgan Chase
29
JP Morgan Chase
New York
$11.7M +$276K +4,773 +2%
Fisher Asset Management
30
Fisher Asset Management
Washington
$11.5M -$4.95M -85,488 -28%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$11.1M -$3.53M -61,015 -22%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$11M -$445K -7,690 -3%
Natixis Advisors
33
Natixis Advisors
Massachusetts
$10.6M -$726K -12,529 -6%
GI
34
GAMCO Investors
Connecticut
$10.3M +$2.33M +40,250 +25%
Invesco
35
Invesco
Georgia
$9.49M -$1.88M -32,384 -15%
Two Sigma Investments
36
Two Sigma Investments
New York
$9.26M -$11.1M -191,799 -52%
Jacobs Levy Equity Management
37
Jacobs Levy Equity Management
New Jersey
$8.52M +$9.55M +164,948 New
MG
38
Markel Group
Virginia
$8.06M +$363K +6,265 +4%
Principal Financial Group
39
Principal Financial Group
Iowa
$8.03M -$6.78K -117 -0.1%
First Trust Advisors
40
First Trust Advisors
Illinois
$7.14M -$4.06M -70,082 -34%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$6.99M +$27.3K +472 +0.4%
Capital Fund Management (CFM)
42
Capital Fund Management (CFM)
France
$6.48M +$6.38M +110,058 +721%
AAM
43
Advisors Asset Management
Colorado
$6.3M +$1.13M +19,579 +19%
N
44
Nuveen
North Carolina
$6.01M +$280K +4,830 +4%
Balyasny Asset Management
45
Balyasny Asset Management
Illinois
$5.73M +$6.43M +110,933 New
SEI Investments
46
SEI Investments
Pennsylvania
$5.71M +$1.72M +29,713 +37%
Goldman Sachs
47
Goldman Sachs
New York
$5.49M -$3.74M -64,513 -38%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$5.3M +$5.82M +100,468 +4,671%
Mirae Asset Global Investments
49
Mirae Asset Global Investments
South Korea
$5.23M -$93.4K -1,613 -2%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$5M +$1.26M +21,834 +29%
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SMG Hedge Fund Activity: Q3 2023 in Review

402 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q3 2023, worth a combined $2.17B — down 13% from $2.49B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of SMG and 49 opened new positions — a net loss of 23 holders — while 146 trimmed existing stakes and 136 added.

The largest buyer was Pacer Advisors, adding an estimated $39.1M. The largest seller was Millennium Management, cutting an estimated $24.7M.

  • 402 institutional investors held ScottsMiracle-Gro (SMG) as of Q3 2023, down from 431 in Q2 2023.
  • Funds reported $2.17B of ScottsMiracle-Gro stock for Q3 2023, down 13% quarter-over-quarter.
  • 49 funds opened new ScottsMiracle-Gro positions in Q3 2023 and 72 closed out, a net change of -23 holders.
  • The largest ScottsMiracle-Gro buyer in Q3 2023 was Pacer Advisors, an estimated $39.1M added.
  • The largest ScottsMiracle-Gro seller in Q3 2023 was Millennium Management, an estimated $24.7M sold.

Based on aggregated 13F filings for Q3 2023.