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ScottsMiracle-Gro

559 hedge funds and large institutions have $8.7B invested in ScottsMiracle-Gro in 2021 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 181 increasing their positions, 172 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 46

67% more call options, than puts

Call options by funds: $116M | Put options by funds: $69.8M

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

22% more capital invested

Capital invested by funds: $7.16B → $8.7B (+$1.55B)

12% more funds holding

Funds holding: 501559 (+58)

5% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 172

0.5% less ownership

Funds ownership: 64.62%64.12% (-0.5%)

Holders
559
Holders Change
+58
Holders Change %
+11.58%
% of All Funds
9.82%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
107
Increased
181
Reduced
172
Closed
46
Calls
$116M
Puts
$69.8M
Net Calls
+$46.5M
Net Calls Change
+$76.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$24.7M +$288K +1,272 +1%
GI
52
GAMCO Investors
Connecticut
$23.9M +$192K +850 +0.9%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$23.6M -$405K -1,790 -2%
Swiss National Bank
54
Swiss National Bank
Switzerland
$23.4M +$226K +1,000 +1%
TCM
55
TimesSquare Capital Management
New York
$23.1M +$7.09M +31,300 +50%
First Trust Advisors
56
First Trust Advisors
Illinois
$23.1M -$5.07M -22,382 -19%
PPA
57
Parametric Portfolio Associates
Washington
$22.6M -$220K -971 -1%
Legal & General Group
58
Legal & General Group
United Kingdom
$20.9M +$808K +3,567 +4%
UBS AM
59
UBS AM
Illinois
$20.5M -$182K -805 -1%
Citadel Advisors
60
Citadel Advisors
Florida
$20M -$15M -66,084 -45%
HP
61
Hosking Partners
United Kingdom
$19.9M -$713K -3,147 -4%
AllianceBernstein
62
AllianceBernstein
Tennessee
$19.8M +$1.17M +5,180 +7%
RT
63
Rockland Trust
Massachusetts
$19.7M -$771K -3,403 -4%
BG
64
Bahl & Gaynor
Ohio
$19.5M +$241K +1,063 +1%
RJFSA
65
Raymond James Financial Services Advisors
Florida
$19.2M +$7.23M +31,909 +69%
BFM
66
Boston Financial Management
Massachusetts
$18.4M +$121K +533 +0.7%
Janus Henderson Group
67
Janus Henderson Group
United Kingdom
$18.2M +$11.7M +51,718 +228%
Retirement Systems of Alabama
68
Retirement Systems of Alabama
Alabama
$17.9M +$8.38K +37 +0.1%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$17.8M -$65.4K -289 -0.4%
Truist Financial
70
Truist Financial
North Carolina
$17.8M +$181K +800 +1%
Los Angeles Capital Management
71
Los Angeles Capital Management
California
$17.7M -$6.2M -27,374 -27%
SEI Investments
72
SEI Investments
Pennsylvania
$14M +$545K +2,405 +4%
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$13M
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$12.9M -$251K -1,110 -2%
Point72 Asset Management
75
Point72 Asset Management
Connecticut
$12.5M -$9.21M -40,679 -44%

SMG Hedge Fund Activity: Q1 2021 in Review

559 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q1 2021, worth a combined $8.7B — up 22% from $7.16B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new SMG positions and 46 closed out — a net gain of 61 holders — while 181 added to existing stakes and 172 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $97.5M. The largest seller was First Eagle Investment Management, cutting an estimated $130M.

  • 559 institutional investors held ScottsMiracle-Gro (SMG) as of Q1 2021, up from 501 in Q4 2020.
  • Funds reported $8.7B of ScottsMiracle-Gro stock for Q1 2021, up 22% quarter-over-quarter.
  • 107 funds opened new ScottsMiracle-Gro positions in Q1 2021 and 46 closed out, a net change of +61 holders.
  • The largest ScottsMiracle-Gro buyer in Q1 2021 was Kayne Anderson Rudnick Investment Management, an estimated $97.5M added.
  • The largest ScottsMiracle-Gro seller in Q1 2021 was First Eagle Investment Management, an estimated $130M sold.

Based on aggregated 13F filings for Q1 2021.