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ScottsMiracle-Gro

430 hedge funds and large institutions have $3.32B invested in ScottsMiracle-Gro in 2024 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 172 increasing their positions, 129 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

33% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 129

20% more capital invested

Capital invested by funds: $2.77B → $3.32B (+$551M)

3.55% more ownership

Funds ownership: 75.1%78.65% (+3.5%)

3% less funds holding

Funds holding: 444430 (-14)

15% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 67

19% less call options, than puts

Call options by funds: $85.2M | Put options by funds: $105M

Holders
430
Holders Change
-14
Holders Change %
-3.15%
% of All Funds
6.19%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
57
Increased
172
Reduced
129
Closed
67
Calls
$85.2M
Puts
$105M
Net Calls
-$20.1M
Net Calls Change
-$29.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
101
Cetera Investment Advisers
Illinois
$3.13M +$2.37M +38,079 +974%
State Board of Administration of Florida Retirement System
102
State Board of Administration of Florida Retirement System
Florida
$3.11M +$110K +1,769 +4%
US Bancorp
103
US Bancorp
Minnesota
$3.06M +$229K +3,688 +10%
Holocene Advisors
104
Holocene Advisors
New York
$2.99M -$321K -5,174 -11%
Canada Pension Plan Investment Board
105
Canada Pension Plan Investment Board
Ontario, Canada
$2.92M +$2.43M +39,100 New
AI
106
Atria Investments
North Carolina
$2.9M +$449K +7,231 +23%
Commonwealth Equity Services
107
Commonwealth Equity Services
Massachusetts
$2.88M -$50.9K -820 -2%
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$2.86M +$174K +2,795 +8%
LIP
109
Liontrust Investment Partners
United Kingdom
$2.81M +$43.5K +700 +2%
OTPPB
110
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.77M +$1.4M +22,599 +155%
VAS
111
Vestmark Advisory Solutions
Massachusetts
$2.74M +$177K +2,854 +8%
TPSF
112
Texas Permanent School Fund
Texas
$2.73M +$53.8K +866 +2%
IFO
113
Independent Family Office
New York
$2.72M
Corient Private Wealth
114
Corient Private Wealth
Florida
$2.71M +$6.27K +101 +0.3%
LSWM
115
Lorne Steinberg Wealth Management
Canada
$2.65M +$3.42K +55 +0.2%
KA
116
Kerrisdale Advisers
Florida
$2.62M +$349K +5,620 +19%
CAN
117
Cetera Advisor Networks
California
$2.62M +$885K +14,251 +68%
NW
118
NewEdge Wealth
Pennsylvania
$2.58M +$221K +3,563 +10%
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$2.52M -$557K -8,964 -21%
Dimensional Fund Advisors
120
Dimensional Fund Advisors
Texas
$2.51M -$1.02M -16,453 -33%
Two Sigma Investments
121
Two Sigma Investments
New York
$2.5M -$6.99M -112,463 -77%
Fidelity Investments
122
Fidelity Investments
Massachusetts
$2.46M -$359K -5,784 -15%
GF
123
Gabelli Funds
New York
$2.42M +$124K +2,000 +7%
TI
124
Tidal Investments
Wisconsin
$2.33M +$1.43M +23,023 +279%
BAM
125
Boyar Asset Management
New York
$2.3M +$37.2K +599 +2%

SMG Hedge Fund Activity: Q1 2024 in Review

430 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q1 2024, worth a combined $3.32B — up 20% from $2.77B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of SMG and 57 opened new positions — a net loss of 10 holders — while 129 trimmed existing stakes and 172 added.

The largest buyer was Millennium Management, adding an estimated $46.2M. The largest seller was Lazard Asset Management, exiting entirely with an estimated $44.3M sold.

  • 430 institutional investors held ScottsMiracle-Gro (SMG) as of Q1 2024, down from 444 in Q4 2023.
  • Funds reported $3.32B of ScottsMiracle-Gro stock for Q1 2024, up 20% quarter-over-quarter.
  • 57 funds opened new ScottsMiracle-Gro positions in Q1 2024 and 67 closed out, a net change of -10 holders.
  • The largest ScottsMiracle-Gro buyer in Q1 2024 was Millennium Management, an estimated $46.2M added.
  • The largest ScottsMiracle-Gro seller in Q1 2024 was Lazard Asset Management, an estimated $44.3M sold.

Based on aggregated 13F filings for Q1 2024.