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ScottsMiracle-Gro

504 hedge funds and large institutions have $4.99B invested in ScottsMiracle-Gro in 2021 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 172 increasing their positions, 169 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 169

1.61% less ownership

Funds ownership: 62.98%61.37% (-1.6%)

5% less funds holding

Funds holding: 529504 (-25)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

23% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 83

25% less capital invested

Capital invested by funds: $6.69B → $4.99B (-$1.7B)

44% less call options, than puts

Call options by funds: $64.7M | Put options by funds: $115M

Holders
504
Holders Change
-25
Holders Change %
-4.73%
% of All Funds
8.82%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
64
Increased
172
Reduced
169
Closed
83
Calls
$64.7M
Puts
$115M
Net Calls
-$50.6M
Net Calls Change
-$67.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
476
Arax Advisory Partners
Colorado
$5K +$1.97K +12 +57%
HCP
477
Hexagon Capital Partners
Arkansas
$4K -$10.5K -64 -68%
BWM
478
BerganKDV Wealth Management
Minnesota
$4K
KFI
479
Key Financial Inc
Pennsylvania
$4K
TFO
480
Tarbox Family Office
California
$4K
GI
481
Gradient Investments
Minnesota
$4K +$4.1K +25 New
KFS
482
Kelly Financial Services
Massachusetts
$3.07K -$657K -4,009 -99%
FFC
483
First Financial Corp
Indiana
$3K
PP
484
Pacifica Partners
Canada
$3K
SIAP
485
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3K
ME
486
McIlrath & Eck
Washington
$3K +$3.77K +23 New
LTI
487
Laffer Tengler Investments
Tennessee
$2.95K +$3.28K +20 New
TWA
488
TCI Wealth Advisors
Arizona
$2K -$16.4K -100 -89%
MPWT
489
MassMutual Private Wealth & Trust
Connecticut
$2K -$4.75K -29 -67%
LC
490
Lindbrook Capital
California
$2K -$164 -1 -8%
HI
491
Hudock Inc
Pennsylvania
$2K
BIA
492
Bell Investment Advisors
California
$2K +$2.29K +14 New
CI
493
Cordant Inc
Oregon
$2K +$2.62K +16 New
AssetMark Inc
494
AssetMark Inc
California
$1K -$164 -1 -9%
FWM
495
Focused Wealth Management
New York
$1K
GWS
496
Glassman Wealth Services
Virginia
$1K
TFA
497
Toth Financial Advisory
Virginia
$1K
VNA
498
Valley National Advisers
Pennsylvania
$1K
FHA
499
First Horizon Advisors
Tennessee
$1K +$492 +3 +60%
FMII
500
Farmers & Merchants Investments Inc
Nebraska
$1K +$655 +4 New

SMG Hedge Fund Activity: Q3 2021 in Review

504 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q3 2021, worth a combined $4.99B — down 25% from $6.69B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of SMG and 64 opened new positions — a net loss of 19 holders — while 169 trimmed existing stakes and 172 added.

The largest buyer was First Eagle Investment Management, adding an estimated $61.6M. The largest seller was Victory Capital Management, cutting an estimated $58.4M.

  • 504 institutional investors held ScottsMiracle-Gro (SMG) as of Q3 2021, down from 529 in Q2 2021.
  • Funds reported $4.99B of ScottsMiracle-Gro stock for Q3 2021, down 25% quarter-over-quarter.
  • 64 funds opened new ScottsMiracle-Gro positions in Q3 2021 and 83 closed out, a net change of -19 holders.
  • The largest ScottsMiracle-Gro buyer in Q3 2021 was First Eagle Investment Management, an estimated $61.6M added.
  • The largest ScottsMiracle-Gro seller in Q3 2021 was Victory Capital Management, an estimated $58.4M sold.

Based on aggregated 13F filings for Q3 2021.