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ScottsMiracle-Gro

426 hedge funds and large institutions have $1.95B invested in ScottsMiracle-Gro in 2022 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 157 increasing their positions, 130 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $78M | Put options by funds: $46.7M

28% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 65

21% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 130

20% more capital invested

Capital invested by funds: $1.62B → $1.95B (+$320M)

4.35% more ownership

Funds ownership: 68.64%72.99% (+4.4%)

3% more funds holding

Funds holding: 415426 (+11)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
426
Holders Change
+11
Holders Change %
+2.65%
% of All Funds
6.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
83
Increased
157
Reduced
130
Closed
65
Calls
$78M
Puts
$46.7M
Net Calls
+$31.2M
Net Calls Change
+$41.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
Avitas Wealth Management
California
$1.1M +$1.13M +22,554 New
AI
127
Atria Investments
North Carolina
$1.09M +$1.13M +22,524 New
Federated Hermes
128
Federated Hermes
Pennsylvania
$1.08M +$944K +18,847 +553%
Ohio Public Employees Retirement System (OPERS)
129
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.05M -$49.3K -985 -4%
MC
130
Merlin Capital
Rhode Island
$1.05M -$145K -2,903 -12%
TPCW
131
TD Private Client Wealth
New York
$1.02M -$88.3K -1,764 -8%
TCM
132
Teza Capital Management
Illinois
$1.01M +$779K +15,549 +292%
HighTower Advisors
133
HighTower Advisors
Illinois
$1.01M -$5.74M -114,513 -85%
YCM
134
Yousif Capital Management
Michigan
$1.01M -$10.8K -216 -1%
PMEF
135
Point72 Middle East FZE
United Arab Emirates
$985K +$1.02M +20,273 New
LRWA
136
Long Run Wealth Advisors
New York
$979K -$357K -7,129 -26%
MCM
137
Monarch Capital Management
Indiana
$972K +$225K +4,493 +29%
BIM
138
Bridgecreek Investment Management
Oklahoma
$972K +$1M +20,000 New
DADC
139
D.A. Davidson & Co
Montana
$953K -$58.3K -1,165 -6%
QC
140
Quadrature Capital
United Kingdom
$925K +$954K +19,052 New
CCIA
141
Campbell & Co Investment Adviser
Maryland
$909K -$724K -14,447 -44%
CIBC World Market
142
CIBC World Market
Ontario, Canada
$900K -$137K -2,742 -13%
COPPSERS
143
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$884K +$108K +2,159 +13%
IWA
144
Intercontinental Wealth Advisors
Texas
$862K -$31.3K -624 -3%
Voloridge Investment Management
145
Voloridge Investment Management
Florida
$861K +$887K +17,712 New
JMPWA
146
JP Morgan Private Wealth Advisors
California
$858K +$106K +2,125 +14%
BC
147
Burney Company
Virginia
$851K -$88.6K -1,770 -9%
Treasurer of the State of North Carolina
148
Treasurer of the State of North Carolina
North Carolina
$851K +$11.5K +230 +1%
GAM
149
Gotham Asset Management
New York
$847K +$873K +17,436 New
MCM
150
Mork Capital Management
California
$846K +$872K +17,420 New

SMG Hedge Fund Activity: Q4 2022 in Review

426 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q4 2022, worth a combined $1.95B — up 20% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new SMG positions and 65 closed out — a net gain of 18 holders — while 157 added to existing stakes and 130 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $64.3M. The largest seller was First Eagle Investment Management, exiting entirely with an estimated $67.3M sold.

  • 426 institutional investors held ScottsMiracle-Gro (SMG) as of Q4 2022, up from 415 in Q3 2022.
  • Funds reported $1.95B of ScottsMiracle-Gro stock for Q4 2022, up 20% quarter-over-quarter.
  • 83 funds opened new ScottsMiracle-Gro positions in Q4 2022 and 65 closed out, a net change of +18 holders.
  • The largest ScottsMiracle-Gro buyer in Q4 2022 was T. Rowe Price Associates, an estimated $64.3M added.
  • The largest ScottsMiracle-Gro seller in Q4 2022 was First Eagle Investment Management, an estimated $67.3M sold.

Based on aggregated 13F filings for Q4 2022.