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ScottsMiracle-Gro

529 hedge funds and large institutions have $6.69B invested in ScottsMiracle-Gro in 2021 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 187 increasing their positions, 168 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $84.2M | Put options by funds: $67.2M

11% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 168

1.14% less ownership

Funds ownership: 64.12%62.98% (-1.1%)

5% less funds holding

Funds holding: 559529 (-30)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

23% less capital invested

Capital invested by funds: $8.7B → $6.69B (-$2.01B)

29% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 87

Holders
529
Holders Change
-30
Holders Change %
-5.37%
% of All Funds
9.21%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
62
Increased
187
Reduced
168
Closed
87
Calls
$84.2M
Puts
$67.2M
Net Calls
+$17M
Net Calls Change
-$29.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
501
Activest Wealth Management
Florida
$6K -$221 -1 -3%
WLPWM
502
Walled Lake Planning & Wealth Management
Illinois
$6K
BWM
503
BerganKDV Wealth Management
Minnesota
$5K
TFO
504
Tarbox Family Office
California
$5K
FFC
505
First Financial Corp
Indiana
$4K
FI
506
FormulaFolio Investments
Michigan
$4K
KFI
507
Key Financial Inc
Pennsylvania
$4K
PWMG
508
Prestige Wealth Management Group
New Jersey
$4K
SIAP
509
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4K
PP
510
Pacifica Partners
Canada
$4K +$4.41K +20 New
AAP
511
Arax Advisory Partners
Colorado
$4K +$4.63K +21 New
HI
512
Hudock Inc
Pennsylvania
$3K
MF
513
Magnetar Financial
Illinois
$2.14K +$2.46M +11,140 New
AssetMark Inc
514
AssetMark Inc
California
$2K -$901K -4,082 -100%
LC
515
Lindbrook Capital
California
$2K -$882 -4 -24%
FWM
516
Focused Wealth Management
New York
$2K
TCWA
517
Ten Capital Wealth Advisors
Washington
$2K
TFA
518
Toth Financial Advisory
Virginia
$2K
VNA
519
Valley National Advisers
Pennsylvania
$2K
EFSCE
520
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
GWS
521
Glassman Wealth Services
Virginia
$1K
PFBT
522
Parkside Financial Bank & Trust
Missouri
$1K
FMP
523
Financial Management Professionals
Texas
$1K +$1.54K +7 New
FFG
524
Ford Financial Group
California
$1K +$1.54K +7 New
LWCFA
525
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K +$1.54K +7 New

SMG Hedge Fund Activity: Q2 2021 in Review

529 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q2 2021, worth a combined $6.69B — down 23% from $8.7B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of SMG and 62 opened new positions — a net loss of 25 holders — while 168 trimmed existing stakes and 187 added.

The largest buyer was Macquarie Group, adding an estimated $132M. The largest seller was Vanguard Group, cutting an estimated $196M.

  • 529 institutional investors held ScottsMiracle-Gro (SMG) as of Q2 2021, down from 559 in Q1 2021.
  • Funds reported $6.69B of ScottsMiracle-Gro stock for Q2 2021, down 23% quarter-over-quarter.
  • 62 funds opened new ScottsMiracle-Gro positions in Q2 2021 and 87 closed out, a net change of -25 holders.
  • The largest ScottsMiracle-Gro buyer in Q2 2021 was Macquarie Group, an estimated $132M added.
  • The largest ScottsMiracle-Gro seller in Q2 2021 was Vanguard Group, an estimated $196M sold.

Based on aggregated 13F filings for Q2 2021.