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ScottsMiracle-Gro
SMG

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: 440 → 431 (-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: 3 → 0 (-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

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$21.5M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$19.7M
3
Millennium Management
Millennium Management
New York
+$15.7M
4
MCM
Masters Capital Management
Georgia
+$13.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$12.7M

Top Sellers

1
EARNEST Partners
EARNEST Partners
Georgia
-$38.4M
2
IECM
Intrinsic Edge Capital Management
Illinois
-$29.1M
3
Citadel Advisors
Citadel Advisors
Florida
-$25.3M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$25M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$17.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
IFO
101
Independent Family Office
New York
$2.73M -$1.21M -17,989 -29%
Manulife (Manufacturers Life Insurance)
102
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.71M +$84.9K +1,266 +3%
MM
103
Meridian Management
Arkansas
$2.71M -$38.2K -570 -1%
IEFM
104
IQ EQ Fund Management
Ireland
$2.7M – – –
OAM
105
Oppenheimer Asset Management
New York
$2.66M +$34.3K +511 +1%
LSWM
106
Lorne Steinberg Wealth Management
Canada
$2.57M -$14.8K -220 -0.5%
OQS
107
Occudo Quantitative Strategies
Florida
$2.54M +$2.11M +31,502 +350%
Qube Research & Technologies (QRT)
108
Qube Research & Technologies (QRT)
United Kingdom
$2.53M -$602K -8,975 -18%
BRCM
109
Bright Rock Capital Management
Massachusetts
$2.51M – – –
CRCM
110
Crystal Rock Capital Management
Illinois
$2.47M -$3.11M -46,318 -54%
State of New Jersey Common Pension Fund D
111
State of New Jersey Common Pension Fund D
New Jersey
$2.38M +$663K +9,882 +35%
VIA
112
Vident Investment Advisory
Georgia
$2.37M +$163K +2,426 +7%
US Bancorp
113
US Bancorp
Minnesota
$2.34M +$265K +3,948 +12%
CWM
114
Compass Wealth Management
Connecticut
$2.33M +$768K +11,459 +45%
ECM
115
ExodusPoint Capital Management
New York
$2.3M +$2.46M +36,731 New
Marshall Wace
116
Marshall Wace
United Kingdom
$2.27M +$2.42M +36,132 New
TPSF
117
Texas Permanent School Fund
Texas
$2.25M -$42.8K -639 -2%
GAM
118
Gotham Asset Management
New York
$2.24M +$205K +3,052 +9%
RFC
119
Regions Financial Corp
Alabama
$2.23M +$51.8K +772 +2%
KA
120
Kerrisdale Advisers
Florida
$2.08M +$2.22M +33,165 New
WCM
121
Wedge Capital Management
North Carolina
$2.05M +$2.2M +32,766 New
BAM
122
Boyar Asset Management
New York
$2.03M +$3.22K +48 +0.1%
VIM
123
VELA Investment Management
Ohio
$1.95M -$302K -4,500 -13%
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$1.91M -$120K -1,795 -6%
NW
125
NewEdge Wealth
Pennsylvania
$1.9M +$58.7K +875 +3%
3 4
5
6 7

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.