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ScottsMiracle-Gro

431 hedge funds and large institutions have $2.49B invested in ScottsMiracle-Gro in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 145 increasing their positions, 151 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.33% more ownership

Funds ownership: 70.62%70.95% (+0.33%)

4% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 151

9% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 58

2% less funds holding

Funds holding: 440431 (-9)

10% less capital invested

Capital invested by funds: $2.77B → $2.49B (-$272M)

70% less call options, than puts

Call options by funds: $61.1M | Put options by funds: $207M

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
431
Holders Change
-9
Holders Change %
-2.05%
% of All Funds
6.77%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
53
Increased
145
Reduced
151
Closed
58
Calls
$61.1M
Puts
$207M
Net Calls
-$145M
Net Calls Change
-$70M
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$5.81M -$35.3K -527 -0.6%
Swiss National Bank
52
Swiss National Bank
Switzerland
$5.72M +$101K +1,500 +2%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$5.65M -$39.2K -585 -0.6%
SEI Investments
54
SEI Investments
Pennsylvania
$5.06M -$16.4K -245 -0.3%
AllianceBernstein
55
AllianceBernstein
Tennessee
$4.9M +$1.27M +19,013 +32%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$4.69M -$177K -2,645 -3%
UBS AM
57
UBS AM
Illinois
$4.65M
Holocene Advisors
58
Holocene Advisors
New York
$4.61M +$3.31M +49,420 +205%
RA
59
Royce & Associates
New York
$4.55M +$4.53M +67,529 +1,351%
IHL
60
Investment House LLC
California
$4.51M -$617K -9,200 -11%
RAM
61
RWC Asset Management
United Kingdom
$4.47M -$15.6M -232,458 -77%
JF
62
Jump Financial
Illinois
$4.36M +$3.99M +59,510 +598%
LOAME
63
Lombard Odier Asset Management (Europe)
United Kingdom
$4.31M +$2.66M +39,714 +137%
Legal & General Group
64
Legal & General Group
United Kingdom
$4.15M +$179K +2,664 +4%
Point72 Asset Management
65
Point72 Asset Management
Connecticut
$4.13M +$4.41M +65,800 New
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$4.11M +$47.9K +714 +1%
MCM
67
Mitchell Capital Management
Kansas
$4.07M +$43.7K +651 +1%
VAS
68
Vestmark Advisory Solutions
Massachusetts
$4.07M +$77.6K +1,157 +2%
Ameriprise
69
Ameriprise
Minnesota
$4.01M -$157K -2,336 -4%
Osaic Holdings
70
Osaic Holdings
Arizona
$3.97M -$41.1K -613 -1%
AIG
71
American International Group
New York
$3.9M -$63.6K -948 -2%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$3.89M -$337K -5,021 -7%
BFG
73
Bleakley Financial Group
New Jersey
$3.87M +$109K +1,626 +3%
CS
74
Credit Suisse
Switzerland
$3.87M +$444K +6,616 +12%
Man Group
75
Man Group
United Kingdom
$3.87M +$4.13M +61,657 New

SMG Hedge Fund Activity: Q2 2023 in Review

431 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q2 2023, worth a combined $2.49B — down 9.8% from $2.77B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of SMG and 53 opened new positions — a net loss of 5 holders — while 151 trimmed existing stakes and 145 added.

The largest buyer was Northern Trust, adding an estimated $21.5M. The largest seller was EARNEST Partners, cutting an estimated $38.4M.

  • 431 institutional investors held ScottsMiracle-Gro (SMG) as of Q2 2023, down from 440 in Q1 2023.
  • Funds reported $2.49B of ScottsMiracle-Gro stock for Q2 2023, down 9.8% quarter-over-quarter.
  • 53 funds opened new ScottsMiracle-Gro positions in Q2 2023 and 58 closed out, a net change of -5 holders.
  • The largest ScottsMiracle-Gro buyer in Q2 2023 was Northern Trust, an estimated $21.5M added.
  • The largest ScottsMiracle-Gro seller in Q2 2023 was EARNEST Partners, an estimated $38.4M sold.

Based on aggregated 13F filings for Q2 2023.