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ScottsMiracle-Gro

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: 504552 (+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: 65 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Boston Partners
101
Boston Partners
Massachusetts
$4.79M +$4.6M +29,726 New
TPSF
102
Texas Permanent School Fund
Texas
$4.75M -$98.4K -636 -2%
NC
103
Nicholas Company
Wisconsin
$4.46M +$4.29M +27,700 New
Cambridge Investment Research Advisors
104
Cambridge Investment Research Advisors
Iowa
$4.43M +$117K +759 +3%
Baird Financial Group
105
Baird Financial Group
Wisconsin
$4.4M +$22K +142 +0.5%
AAM
106
Advisors Asset Management
Colorado
$4.37M +$61K +394 +1%
MC
107
Merlin Capital
Rhode Island
$4.34M +$4.17M +26,934 New
AG
108
Algert Global
California
$4.3M -$72.9K -471 -2%
PI
109
PEAK6 Investments
Illinois
$4.22M -$3.51M -22,663 -46%
Vontobel Holding
110
Vontobel Holding
Switzerland
$4.21M +$145K +940 +4%
State of New Jersey Common Pension Fund D
111
State of New Jersey Common Pension Fund D
New Jersey
$4.18M +$235K +1,518 +6%
Holocene Advisors
112
Holocene Advisors
New York
$4.12M -$3.52M -22,771 -47%
Commonwealth Equity Services
113
Commonwealth Equity Services
Massachusetts
$4.02M +$455K +2,942 +13%
DAC
114
Dividend Assets Capital
South Carolina
$4M +$1.65M +10,649 +75%
BAM
115
Boyar Asset Management
New York
$3.99M +$47.5K +307 +1%
MML Investors Services
116
MML Investors Services
Massachusetts
$3.82M +$160K +1,032 +5%
AWM
117
Avitas Wealth Management
California
$3.73M -$1.22M -7,913 -25%
Ohio Public Employees Retirement System (OPERS)
118
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.73M -$123K -796 -3%
RFC
119
Regions Financial Corp
Alabama
$3.66M +$33.3K +215 +1%
Canada Life
120
Canada Life
Manitoba, Canada
$3.62M +$325K +2,101 +10%
YCM
121
Yousif Capital Management
Michigan
$3.46M +$3.32M +21,486 New
SPIA
122
Steward Partners Investment Advisory
New York
$3.43M +$1.09M +7,049 +49%
AI
123
Atria Investments
North Carolina
$3.43M +$633K +4,093 +24%
TPCW
124
TD Private Client Wealth
New York
$3.4M -$451K -2,916 -12%
HighTower Advisors
125
HighTower Advisors
Illinois
$3.36M +$525K +3,392 +19%

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.