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ScottsMiracle-Gro
SMG

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: 504 → 552 (+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: 6 → 5 (-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

Top Buyers

Rank Fund Capital Flow
1
First Eagle Investment Management
First Eagle Investment Management
New York
+$112M
2
Marshall Wace
Marshall Wace
United Kingdom
+$39.2M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$28.3M
4
Macquarie Group
Macquarie Group
Australia
+$27.2M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$25.9M

Top Sellers

Rank Fund Capital Flow
1
GGHC
Gilder Gagnon Howe & Co
New York
-$55.9M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$45.9M
3
Renaissance Technologies
Renaissance Technologies
New York
-$35.7M
4
NIG
NFJ Investment Group
Texas
-$30.1M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$18.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
526
Horizon Financial Services
North Carolina
$3.22K +$3.09K +20 New
PP
527
Pacifica Partners
Canada
$3K – – –
RPCONE
528
Retirement Planning Company of New England
Rhode Island
$3K +$3.71K +24 New
FWM
529
Focused Wealth Management
New York
$2K – – –
HI
530
Hudock Inc
Pennsylvania
$2K – – –
MPWT
531
MassMutual Private Wealth & Trust
Connecticut
$2K – – –
TWA
532
TCI Wealth Advisors
Arizona
$2K – – –
VNA
533
Valley National Advisers
Pennsylvania
$2K – – –
BBPWM
534
Blue Bell Private Wealth Management
Pennsylvania
$2K +$1.55K +10 New
S
535
Surevest
California
$2K +$1.7K +11 New
TAIM
536
TD Ameritrade Investment Management
Nebraska
$2K +$1.7K +11 New
CA
537
Cornerstone Advisory
Maryland
$2K +$2.32K +15 New
CFB
538
Cullen/Frost Bankers
Texas
$1K -$71.6K -463 -99%
FHA
539
First Horizon Advisors
Tennessee
$1K – – –
GWS
540
Glassman Wealth Services
Virginia
$1K – – –
TFA
541
Toth Financial Advisory
Virginia
$1K – – –
LF
542
Lee Financial
Texas
$1K +$774 +5 New
PFGIA
543
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$928 +6 New
SC
544
Schubert & Co
Texas
$1K +$1.24K +8 New
CFRPA
545
Castle Financial & Retirement Planning Associates
New Jersey
$1K +$1.55K +10 New
FGAM
546
Financial Gravity Asset Management
Texas
$543 +$59.7K +386 +12%
FHC
547
First Heartland Consultants
Missouri
$266 +$309 +2 +0.1%
VRS
548
Virginia Retirement Systems
Virginia
$242 -$712K -4,600 -75%
WIM
549
Westside Investment Management
California
$222 – – –
FFG
550
Ford Financial Group
California
$1 +$1.08K +7 New
20 21
22
23 24

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.