We are live on ! Find out more
SMG icon

ScottsMiracle-Gro
SMG

402 hedge funds and large institutions have $2.17B invested in ScottsMiracle-Gro in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 136 increasing their positions, 146 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.43% more ownership

Funds ownership: 70.95% → 72.38% (+1.4%)

7% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 146

7% less funds holding

Funds holding: 431 → 402 (-29)

13% less capital invested

Capital invested by funds: $2.49B → $2.17B (-$329M)

18% less call options, than puts

Call options by funds: $37.5M | Put options by funds: $45.6M

32% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 72

Holders
402
Holders Change
-29
Holders Change %
-6.73%
% of All Funds
6.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
49
Increased
136
Reduced
146
Closed
72
Calls
$37.5M
Puts
$45.6M
Net Calls
-$8.1M
Net Calls Change
+$137M

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$39.1M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$34M
3
Lazard Asset Management
Lazard Asset Management
New York
+$31.8M
4
Marshall Wace
Marshall Wace
United Kingdom
+$23.7M
5
FGAM
Financial Gravity Asset Management
Texas
+$17.5M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$24.7M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$23.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$13.7M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$13.5M
5
MCM
Masters Capital Management
Georgia
-$12.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Squarepoint
51
Squarepoint
New York
$4.93M -$2.8M -48,387 -34%
Truist Financial
52
Truist Financial
North Carolina
$4.92M +$146K +2,523 +3%
Fidelity Investments
53
Fidelity Investments
Massachusetts
$4.91M -$13.7M -236,098 -71%
Two Sigma Advisers
54
Two Sigma Advisers
New York
$4.82M -$776K -13,400 -13%
Swiss National Bank
55
Swiss National Bank
Switzerland
$4.78M +$63.7K +1,100 +1%
UBS Group
56
UBS Group
Switzerland
$4.69M -$2.95M -50,982 -36%
BNP Paribas Financial Markets
57
BNP Paribas Financial Markets
France
$4.56M -$13.5M -233,382 -73%
Osaic Holdings
58
Osaic Holdings
Arizona
$4.12M +$963K +16,623 +26%
LOAME
59
Lombard Odier Asset Management (Europe)
United Kingdom
$4.11M +$622K +10,737 +16%
Nordea Investment Management
60
Nordea Investment Management
Sweden
$4.09M +$4.49M +77,477 New
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$4.06M +$751K +12,969 +20%
Wellington Management Group
62
Wellington Management Group
Massachusetts
$3.92M +$4.39M +75,757 New
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$3.9M -$851K -14,690 -16%
Dimensional Fund Advisors
64
Dimensional Fund Advisors
Texas
$3.55M -$23.5M -405,989 -86%
UBS AM
65
UBS AM
Illinois
$3.53M +$96.9K +1,672 +3%
Legal & General Group
66
Legal & General Group
United Kingdom
$3.5M +$84K +1,450 +2%
IHL
67
Investment House LLC
California
$3.39M -$368K -6,345 -9%
BFG
68
Bleakley Financial Group
New Jersey
$3.35M +$172K +2,964 +5%
SS
69
Simplicity Solutions
Minnesota
$3.35M +$182K +3,149 +5%
MCM
70
Mitchell Capital Management
Kansas
$3.29M -$78K -1,346 -2%
BIP
71
Brandes Investment Partners
California
$3.28M +$2.05M +35,456 +127%
Amundi
72
Amundi
France
$3.24M +$791K +13,657 +25%
Ameriprise
73
Ameriprise
Minnesota
$3.19M -$128K -2,207 -3%
LI
74
Leeward Investments
Massachusetts
$3.14M -$38.7K -668 -1%
AQR Capital Management
75
AQR Capital Management
Connecticut
$3.11M +$3.49M +60,226 New
1 2
3
4 5

SMG Hedge Fund Activity: Q3 2023 in Review

402 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q3 2023, worth a combined $2.17B — down 13% from $2.49B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of SMG and 49 opened new positions — a net loss of 23 holders — while 146 trimmed existing stakes and 136 added.

The largest buyer was Pacer Advisors, adding an estimated $39.1M. The largest seller was Millennium Management, cutting an estimated $24.7M.

  • 402 institutional investors held ScottsMiracle-Gro (SMG) as of Q3 2023, down from 431 in Q2 2023.
  • Funds reported $2.17B of ScottsMiracle-Gro stock for Q3 2023, down 13% quarter-over-quarter.
  • 49 funds opened new ScottsMiracle-Gro positions in Q3 2023 and 72 closed out, a net change of -23 holders.
  • The largest ScottsMiracle-Gro buyer in Q3 2023 was Pacer Advisors, an estimated $39.1M added.
  • The largest ScottsMiracle-Gro seller in Q3 2023 was Millennium Management, an estimated $24.7M sold.

Based on aggregated 13F filings for Q3 2023.