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ScottsMiracle-Gro

552 hedge funds and large institutions have $5.57B invested in ScottsMiracle-Gro in 2021 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 184 increasing their positions, 152 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 63

21% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 152

12% more capital invested

Capital invested by funds: $4.99B → $5.57B (+$580M)

10% more funds holding

Funds holding: 504552 (+48)

1.69% more ownership

Funds ownership: 61.37%63.06% (+1.7%)

10% more call options, than puts

Call options by funds: $63.4M | Put options by funds: $57.8M

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
552
Holders Change
+48
Holders Change %
+9.52%
% of All Funds
8.49%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
122
Increased
184
Reduced
152
Closed
63
Calls
$63.4M
Puts
$57.8M
Net Calls
+$5.58M
Net Calls Change
+$56.1M
Name Holding Trade Value Shares
Change
Change in
Stake
COCM
476
Charter Oak Capital Management
New Hampshire
$16K
LS
477
Leelyn Smith
Illinois
$16K
SFG
478
Steward Financial Group
Texas
$16K +$15.5K +100 New
CFA
479
Carroll Financial Associates
North Carolina
$15K
PA
480
Parallel Advisors
California
$15K +$3.87K +25 +38%
CT
481
Cambridge Trust
Massachusetts
$15K +$14.7K +95 New
Fuller & Thaler Asset Management
482
Fuller & Thaler Asset Management
California
$14K
BAM
483
Byrne Asset Management
New Jersey
$13K +$12.5K +81 New
FDCDDQ
484
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.1K -$774 -5 -6%
AA
485
Ancora Advisors
Ohio
$12K
SIS
486
Sound Income Strategies
Florida
$12K
SCA
487
Stuart Chaussee & Associates
California
$12K
CSB
488
City State Bank
Iowa
$12K +$11.1K +72 New
CAL
489
Capital Advisors Ltd
Ohio
$12K +$11.4K +74 New
TSWM
490
Tyler-Stone Wealth Management
Ohio
$12K +$11.6K +75 New
TCWA
491
Ten Capital Wealth Advisors
Washington
$11K +$10.5K +68 New
CFO
492
CVA Family Office
Colorado
$11K +$11K +71 New
CFD
493
Creative Financial Designs
Indiana
$10K -$77.4K -500 -88%
IFAM
494
Institutional & Family Asset Management
Colorado
$10K
ME
495
McIlrath & Eck
Washington
$10K +$6.34K +41 +178%
PGAM
496
Princeton Global Asset Management
New Jersey
$9K
AIP
497
Ahrens Investment Partners
Louisiana
$9K +$8.66K +56 New
Manulife (Manufacturers Life Insurance)
498
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.1K -$1.13M -7,336 -13%
Bessemer Group
499
Bessemer Group
New Jersey
$8K -$37.6K -243 -82%
PMFA
500
Plante Moran Financial Advisors
Michigan
$8K -$5.88K -38 -43%

SMG Hedge Fund Activity: Q4 2021 in Review

552 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q4 2021, worth a combined $5.57B — up 12% from $4.99B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new SMG positions and 63 closed out — a net gain of 59 holders — while 184 added to existing stakes and 152 trimmed.

The largest buyer was First Eagle Investment Management, adding an estimated $112M. The largest seller was Gilder Gagnon Howe & Co, exiting entirely with an estimated $55.9M sold.

  • 552 institutional investors held ScottsMiracle-Gro (SMG) as of Q4 2021, up from 504 in Q3 2021.
  • Funds reported $5.57B of ScottsMiracle-Gro stock for Q4 2021, up 12% quarter-over-quarter.
  • 122 funds opened new ScottsMiracle-Gro positions in Q4 2021 and 63 closed out, a net change of +59 holders.
  • The largest ScottsMiracle-Gro buyer in Q4 2021 was First Eagle Investment Management, an estimated $112M added.
  • The largest ScottsMiracle-Gro seller in Q4 2021 was Gilder Gagnon Howe & Co, an estimated $55.9M sold.

Based on aggregated 13F filings for Q4 2021.