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ScottsMiracle-Gro

431 hedge funds and large institutions have $2.49B invested in ScottsMiracle-Gro in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 145 increasing their positions, 151 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.33% more ownership

Funds ownership: 70.62%70.95% (+0.33%)

4% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 151

9% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 58

2% less funds holding

Funds holding: 440431 (-9)

10% less capital invested

Capital invested by funds: $2.77B → $2.49B (-$272M)

70% less call options, than puts

Call options by funds: $61.1M | Put options by funds: $207M

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
431
Holders Change
-9
Holders Change %
-2.05%
% of All Funds
6.77%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
53
Increased
145
Reduced
151
Closed
58
Calls
$61.1M
Puts
$207M
Net Calls
-$145M
Net Calls Change
-$70M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
201
Tower Research Capital (TRC)
New York
$601K +$565K +8,425 +729%
PMEF
202
Point72 Middle East FZE
United Arab Emirates
$587K +$627K +9,357 New
X
203
Xponance
Pennsylvania
$582K +$173K +2,583 +39%
IIM
204
INTECH Investment Management
Florida
$579K +$619K +9,231 New
AWM
205
Avior Wealth Management
Nebraska
$577K -$69.3K -1,033 -10%
AO
206
Advisor OS
Illinois
$577K +$11.4K +170 +2%
KA
207
Keene & Associates
Texas
$572K +$173K +2,580 +39%
CWM
208
Connecticut Wealth Management
Connecticut
$570K
NMIMC
209
Northwestern Mutual Investment Management Company
Wisconsin
$570K +$2.28K +34 +0.4%
HAIM
210
Hunter Associates Investment Management
Pennsylvania
$562K +$356K +5,309 +143%
LIP
211
Liontrust Investment Partners
United Kingdom
$561K +$600K +8,948 New
Victory Capital Management
212
Victory Capital Management
Texas
$539K -$4.63K -69 -0.8%
PCMF
213
Private Capital Management (Florida)
Florida
$533K +$570K +8,500 New
LSA
214
Lion Street Advisors
Texas
$532K -$853K -12,720 -78%
NMERB
215
New Mexico Educational Retirement Board
New Mexico
$520K +$67.1K +1,000 +14%
FA
216
FDx Advisors
Illinois
$495K -$177K -2,646 -25%
CM
217
Capula Management
Cayman Islands
$486K +$520K +7,760 New
RP
218
Rowlandmiller & Partners
Georgia
$485K -$19.9K -297 -4%
PAG
219
Private Advisor Group
New Jersey
$483K -$1.68K -25 -0.3%
CB
220
Commerce Bank
Missouri
$468K +$232K +3,453 +86%
Creative Planning
221
Creative Planning
Kansas
$467K -$54.5K -813 -10%
American Century Companies
222
American Century Companies
Missouri
$457K +$171K +2,544 +54%
TSS
223
Two Sigma Securities
New York
$454K -$754K -11,251 -61%
CC
224
Centiva Capital
New York
$446K +$477K +7,111 New
IIC
225
Integrated Investment Consultants
Michigan
$445K -$150K -2,231 -24%

SMG Hedge Fund Activity: Q2 2023 in Review

431 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q2 2023, worth a combined $2.49B — down 9.8% from $2.77B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of SMG and 53 opened new positions — a net loss of 5 holders — while 151 trimmed existing stakes and 145 added.

The largest buyer was Northern Trust, adding an estimated $21.5M. The largest seller was EARNEST Partners, cutting an estimated $38.4M.

  • 431 institutional investors held ScottsMiracle-Gro (SMG) as of Q2 2023, down from 440 in Q1 2023.
  • Funds reported $2.49B of ScottsMiracle-Gro stock for Q2 2023, down 9.8% quarter-over-quarter.
  • 53 funds opened new ScottsMiracle-Gro positions in Q2 2023 and 58 closed out, a net change of -5 holders.
  • The largest ScottsMiracle-Gro buyer in Q2 2023 was Northern Trust, an estimated $21.5M added.
  • The largest ScottsMiracle-Gro seller in Q2 2023 was EARNEST Partners, an estimated $38.4M sold.

Based on aggregated 13F filings for Q2 2023.