ScottsMiracle-Gro
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$39.1M |
| 2 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$34M |
| 3 |
Lazard Asset Management
New York
|
+$31.8M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$23.7M |
| 5 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
+$17.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$24.7M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$23.5M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$13.7M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
-$13.5M |
| 5 |
MCM
Masters Capital Management
Atlanta,
Georgia
|
-$12.5M |
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.