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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
BIM
101
Bridgecreek Investment Management
Oklahoma
$2.25M -$403K -6,950 -14%
GAM
102
Gotham Asset Management
New York
$2.24M +$437K +7,542 +21%
MM
103
Meridian Management
Arkansas
$2.22M -$18.8K -324 -0.7%
SC
104
Schulhoff & Co
Ohio
$2.21M -$50.7K -876 -2%
WCM
105
Wedge Capital Management
North Carolina
$2.12M +$477K +8,238 +25%
State Board of Administration of Florida Retirement System
106
State Board of Administration of Florida Retirement System
Florida
$2.1M -$262K -4,520 -10%
US Bancorp
107
US Bancorp
Minnesota
$2.09M +$183K +3,156 +8%
LSWM
108
Lorne Steinberg Wealth Management
Canada
$2.07M -$47.2K -815 -2%
LIP
109
Liontrust Investment Partners
United Kingdom
$1.96M +$1.67M +28,893 +323%
TI
110
Tidal Investments
Wisconsin
$1.95M +$2.19M +37,785 New
Commonwealth Equity Services
111
Commonwealth Equity Services
Massachusetts
$1.94M -$542K -9,355 -20%
Holocene Advisors
112
Holocene Advisors
New York
$1.88M -$2.15M -37,090 -50%
Corient Private Wealth
113
Corient Private Wealth
Florida
$1.88M +$1.01M +17,464 +92%
LCM
114
Landscape Capital Management
New Jersey
$1.82M -$6.43M -110,973 -76%
TPSF
115
Texas Permanent School Fund
Texas
$1.82M -$44.3K -765 -2%
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$1.74M +$73.3K +1,265 +4%
VAS
117
Vestmark Advisory Solutions
Massachusetts
$1.71M -$1.85M -31,851 -49%
NW
118
NewEdge Wealth
Pennsylvania
$1.71M +$156K +2,692 +9%
BAM
119
Boyar Asset Management
New York
$1.66M -$20.4K -353 -1%
CI
120
Centerstone Investors
New York
$1.63M +$86.9K +1,500 +5%
KA
121
Kerrisdale Advisers
Florida
$1.62M -$110K -1,905 -6%
Nisa Investment Advisors
122
Nisa Investment Advisors
Missouri
$1.48M +$145K +2,500 +10%
AG
123
Algert Global
California
$1.47M +$612K +10,569 +59%
AB
124
Amalgamated Bank
New York
$1.46M -$73K -1,261 -4%
GF
125
Gabelli Funds
New York
$1.43M +$695K +12,000 +76%
3 4
5
6 7

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.