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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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
501
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8K
IRC
502
Investors Research Corp
Georgia
$8K
TJHA
503
Thomas J. Herzfeld Advisors
Florida
$7K +$1.24K +8 +24%
CSWM
504
Cassady Schiller Wealth Management
Ohio
$7K +$6.65K +43 New
TWC
505
TD Waterhouse Canada
Ontario, Canada
$5.6K +$5.42K +35 New
ST
506
Sageworth Trust
Pennsylvania
$5K -$17.9K -116 -77%
AF
507
Allworth Financial
California
$5K -$619 -4 -11%
AWM
508
Activest Wealth Management
Florida
$5K
AAP
509
Arax Advisory Partners
Colorado
$5K
HCP
510
Hexagon Capital Partners
Arkansas
$5K
PWMG
511
Prestige Wealth Management Group
New Jersey
$5K
CCM
512
Chilton Capital Management
Texas
$5K +$4.64K +30 New
UB
513
UMB Bank
Missouri
$5K +$4.64K +30 New
CWM
514
CarsonAllaria Wealth Management
Illinois
$5K +$4.95K +32 New
CCM
515
Covington Capital Management
California
$5K +$5.26K +34 New
FPS
516
Fieldpoint Private Securities
Connecticut
$4K -$1.55K -10 -29%
BWM
517
BerganKDV Wealth Management
Minnesota
$4K
FFC
518
First Financial Corp
Indiana
$4K
GI
519
Gradient Investments
Minnesota
$4K
KFI
520
Key Financial Inc
Pennsylvania
$4K
SIAP
521
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4K
TFO
522
Tarbox Family Office
California
$4K
DHGWA
523
Dixon Hughes Goodman Wealth Advisors
North Carolina
$4K +$3.4K +22 New
KFS
524
Kelly Financial Services
Massachusetts
$3.27K -$155 -1 -5%
LTI
525
Laffer Tengler Investments
Tennessee
$3.26K

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.