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ScottsMiracle-Gro
SMG

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: 402 → 444 (+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

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$28.7M
2
Invesco
Invesco
Georgia
+$25.8M
3
Morgan Stanley
Morgan Stanley
New York
+$21.6M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$14.2M
5
GLA
Great Lakes Advisors
Illinois
+$10.6M

Top Sellers

Rank Fund Capital Flow
1
Federated Hermes
Federated Hermes
Pennsylvania
-$20.3M
2
BlackRock
BlackRock
New York
-$12.8M
3
CC
Clearline Capital
New York
-$11.5M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$7.11M
5
Marshall Wace
Marshall Wace
United Kingdom
-$4.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
State of New Jersey Common Pension Fund D
101
State of New Jersey Common Pension Fund D
New Jersey
$2.82M – – –
Manulife (Manufacturers Life Insurance)
102
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.79M -$216K -4,007 -8%
OAM
103
Oppenheimer Asset Management
New York
$2.76M -$148K -2,739 -6%
GAM
104
Gotham Asset Management
New York
$2.73M -$19.8K -367 -0.8%
State Board of Administration of Florida Retirement System
105
State Board of Administration of Florida Retirement System
Florida
$2.73M +$113K +2,092 +5%
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$2.72M -$154K -2,855 -6%
SC
107
Schulhoff & Co
Ohio
$2.72M -$10.5K -195 -0.5%
Canada Life
108
Canada Life
Manitoba, Canada
$2.7M -$264K -4,879 -10%
BRCM
109
Bright Rock Capital Management
Massachusetts
$2.55M -$810K -15,000 -27%
Commonwealth Equity Services
110
Commonwealth Equity Services
Massachusetts
$2.51M +$103K +1,903 +5%
Fidelity Investments
111
Fidelity Investments
Massachusetts
$2.47M -$3.04M -56,202 -59%
BCM
112
Bayesian Capital Management
New York
$2.46M +$2.09M +38,660 New
US Bancorp
113
US Bancorp
Minnesota
$2.38M -$168K -3,113 -8%
LIP
114
Liontrust Investment Partners
United Kingdom
$2.36M -$45K -834 -2%
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$2.33M +$208K +3,851 +12%
IFO
116
Independent Family Office
New York
$2.32M -$380K -7,040 -16%
Corient Private Wealth
117
Corient Private Wealth
Florida
$2.31M -$10.8K -200 -0.5%
TPSF
118
Texas Permanent School Fund
Texas
$2.28M +$33.2K +615 +2%
LSWM
119
Lorne Steinberg Wealth Management
Canada
$2.26M -$249K -4,605 -11%
NW
120
NewEdge Wealth
Pennsylvania
$2.17M +$53.1K +983 +3%
VAS
121
Vestmark Advisory Solutions
Massachusetts
$2.16M +$45.5K +843 +3%
CI
122
Centerstone Investors
New York
$2.08M +$63.4K +1,174 +4%
ACM
123
Aquatic Capital Management
Illinois
$2.03M +$1.63M +30,200 +1,776%
AI
124
Atria Investments
North Carolina
$2.01M +$540K +10,001 +46%
GF
125
Gabelli Funds
New York
$1.94M +$151K +2,800 +10%
3 4
5
6 7

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.