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ScottsMiracle-Gro

444 hedge funds and large institutions have $2.77B invested in ScottsMiracle-Gro in 2023 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 121 increasing their positions, 168 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 46

28% more capital invested

Capital invested by funds: $2.17B → $2.77B (+$608M)

22% more call options, than puts

Call options by funds: $52.9M | Put options by funds: $43.3M

10% more funds holding

Funds holding: 402444 (+42)

2.72% more ownership

Funds ownership: 72.38%75.1% (+2.7%)

28% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 168

Holders
444
Holders Change
+42
Holders Change %
+10.45%
% of All Funds
6.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
93
Increased
121
Reduced
168
Closed
46
Calls
$52.9M
Puts
$43.3M
Net Calls
+$9.6M
Net Calls Change
+$17.7M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$17.5M +$2.57M +47,540 +21%
William Blair & Company
27
William Blair & Company
Illinois
$14.6M -$1.6M -29,627 -11%
Stifel Financial
28
Stifel Financial
Missouri
$14.2M -$293K -5,425 -2%
Natixis Advisors
29
Natixis Advisors
Massachusetts
$13.9M +$655K +12,126 +6%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$13.6M -$44.4K -822 -0.4%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$13.5M -$130K -2,398 -1%
GI
32
GAMCO Investors
Connecticut
$13.3M +$562K +10,400 +5%
Nordea Investment Management
33
Nordea Investment Management
Sweden
$12.6M +$6.34M +117,314 +151%
GLA
34
Great Lakes Advisors
Illinois
$12.5M +$10.6M +195,797 New
Fisher Asset Management
35
Fisher Asset Management
Washington
$12.4M -$1.5M -27,817 -13%
LCM
36
Landscape Capital Management
New Jersey
$11.5M +$7.85M +145,259 +411%
Russell Investments Group
37
Russell Investments Group
United Kingdom
$10.8M +$3.63M +67,167 +65%
Citadel Advisors
38
Citadel Advisors
Florida
$10.5M -$4.14M -76,567 -32%
MG
39
Markel Group
Virginia
$9.95M
Principal Financial Group
40
Principal Financial Group
Iowa
$9.83M -$67.2K -1,244 -0.8%
Two Sigma Investments
41
Two Sigma Investments
New York
$9.31M -$1.79M -33,144 -18%
Fidelity International
42
Fidelity International
Bermuda
$9.29M +$7.87M +145,667 New
Man Group
43
Man Group
United Kingdom
$8.79M +$7.45M +137,860 New
Jacobs Levy Equity Management
44
Jacobs Levy Equity Management
New Jersey
$8.62M -$1.61M -29,804 -18%
N
45
Nuveen
North Carolina
$8.38M +$817K +15,126 +13%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$8.22M -$341K -6,310 -5%
First Trust Advisors
47
First Trust Advisors
Illinois
$7.92M -$752K -13,913 -10%
SEI Investments
48
SEI Investments
Pennsylvania
$7.5M +$388K +7,189 +7%
SPS
49
Susquehanna Portfolio Strategies
Pennsylvania
$6.72M +$5.69M +105,368 New
Capital Fund Management (CFM)
50
Capital Fund Management (CFM)
France
$6.69M -$1.1M -20,352 -16%

SMG Hedge Fund Activity: Q4 2023 in Review

444 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q4 2023, worth a combined $2.77B — up 28% from $2.17B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SMG positions and 46 closed out — a net gain of 47 holders — while 121 added to existing stakes and 168 trimmed.

The largest buyer was Northern Trust, adding an estimated $28.7M. The largest seller was Federated Hermes, cutting an estimated $20.3M.

  • 444 institutional investors held ScottsMiracle-Gro (SMG) as of Q4 2023, up from 402 in Q3 2023.
  • Funds reported $2.77B of ScottsMiracle-Gro stock for Q4 2023, up 28% quarter-over-quarter.
  • 93 funds opened new ScottsMiracle-Gro positions in Q4 2023 and 46 closed out, a net change of +47 holders.
  • The largest ScottsMiracle-Gro buyer in Q4 2023 was Northern Trust, an estimated $28.7M added.
  • The largest ScottsMiracle-Gro seller in Q4 2023 was Federated Hermes, an estimated $20.3M sold.

Based on aggregated 13F filings for Q4 2023.