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ScottsMiracle-Gro

444 hedge funds and large institutions have $2.77B invested in ScottsMiracle-Gro in 2023 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 121 increasing their positions, 168 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 46

28% more capital invested

Capital invested by funds: $2.17B → $2.77B (+$608M)

22% more call options, than puts

Call options by funds: $52.9M | Put options by funds: $43.3M

10% more funds holding

Funds holding: 402444 (+42)

2.72% more ownership

Funds ownership: 72.38%75.1% (+2.7%)

28% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 168

Holders
444
Holders Change
+42
Holders Change %
+10.45%
% of All Funds
6.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
93
Increased
121
Reduced
168
Closed
46
Calls
$52.9M
Puts
$43.3M
Net Calls
+$9.6M
Net Calls Change
+$17.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
51
Advisors Asset Management
Colorado
$6.47M -$1.11M -20,550 -17%
Mirae Asset Global Investments
52
Mirae Asset Global Investments
South Korea
$6.22M -$200K -3,706 -4%
GCM
53
Greenland Capital Management
New York
$5.66M +$4.79M +88,725 New
Goldman Sachs
54
Goldman Sachs
New York
$5.45M -$1.12M -20,735 -20%
TIM
55
Thornburg Investment Management
New Mexico
$5.4M +$4.57M +84,691 New
Truist Financial
56
Truist Financial
North Carolina
$5.39M -$575K -10,643 -11%
Swiss National Bank
57
Swiss National Bank
Switzerland
$5.29M -$508K -9,400 -10%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$5.09M -$910K -16,839 -17%
Wellington Management Group
59
Wellington Management Group
Massachusetts
$4.94M +$97.6K +1,807 +2%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$4.77M -$195K -3,611 -5%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$4.68M -$114K -2,108 -3%
AQR Capital Management
62
AQR Capital Management
Connecticut
$4.67M +$706K +13,075 +22%
UBS AM
63
UBS AM
Illinois
$4.63M +$235K +4,348 +6%
MAM
64
Madison Asset Management
Wisconsin
$4.53M +$767K +14,191 +25%
Legal & General Group
65
Legal & General Group
United Kingdom
$4.38M +$55.8K +1,033 +2%
HSBC Holdings
66
HSBC Holdings
United Kingdom
$4.16M +$2.79M +51,656 +401%
CS
67
Credit Suisse
Switzerland
$4.14M +$467K +8,650 +15%
BIP
68
Brandes Investment Partners
California
$4.14M +$78.8K +1,458 +2%
BFG
69
Bleakley Financial Group
New Jersey
$4.05M -$68.2K -1,263 -2%
SS
70
Simplicity Solutions
Minnesota
$4.04M -$75.3K -1,394 -2%
UBS Group
71
UBS Group
Switzerland
$4M -$1.51M -27,895 -31%
IHL
72
Investment House LLC
California
$3.92M -$224K -4,140 -6%
Ameriprise
73
Ameriprise
Minnesota
$3.83M -$88.2K -1,633 -3%
WCM
74
Wedge Capital Management
North Carolina
$3.81M +$1.01M +18,756 +46%
CC
75
Clearline Capital
New York
$3.79M -$11.5M -212,696 -78%

SMG Hedge Fund Activity: Q4 2023 in Review

444 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q4 2023, worth a combined $2.77B — up 28% from $2.17B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SMG positions and 46 closed out — a net gain of 47 holders — while 121 added to existing stakes and 168 trimmed.

The largest buyer was Northern Trust, adding an estimated $28.7M. The largest seller was Federated Hermes, cutting an estimated $20.3M.

  • 444 institutional investors held ScottsMiracle-Gro (SMG) as of Q4 2023, up from 402 in Q3 2023.
  • Funds reported $2.77B of ScottsMiracle-Gro stock for Q4 2023, up 28% quarter-over-quarter.
  • 93 funds opened new ScottsMiracle-Gro positions in Q4 2023 and 46 closed out, a net change of +47 holders.
  • The largest ScottsMiracle-Gro buyer in Q4 2023 was Northern Trust, an estimated $28.7M added.
  • The largest ScottsMiracle-Gro seller in Q4 2023 was Federated Hermes, an estimated $20.3M sold.

Based on aggregated 13F filings for Q4 2023.