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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
AO
201
Advisor OS
Illinois
$740K +$52.4K +844 +9%
Zurich Cantonal Bank
202
Zurich Cantonal Bank
Switzerland
$715K
NMIMC
203
Northwestern Mutual Investment Management Company
Wisconsin
$698K +$7.02K +113 +1%
AIP
204
Ameritas Investment Partners
Nebraska
$695K
COPPSERS
205
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$692K +$6.83K +110 +1%
Pathstone Holdings
206
Pathstone Holdings
New Jersey
$687K +$32.5K +523 +6%
MPPW
207
Mitchell & Pahl Private Wealth
Oklahoma
$687K +$47.8K +769 +9%
X
208
Xponance
Pennsylvania
$653K -$21.8K -351 -4%
SAW
209
Signal Advisors Wealth
Michigan
$641K -$43.2K -695 -7%
FWM
210
Foguth Wealth Management
Michigan
$641K +$534K +8,595 New
FCT
211
First Community Trust
Iowa
$639K -$41K -660 -7%
PAS
212
Park Avenue Securities
New York
$637K -$20.7K -333 -4%
AWM
213
Avior Wealth Management
Nebraska
$636K -$48K -772 -8%
COI
214
Connable Office Inc
Michigan
$622K +$118K +1,893 +29%
NMERB
215
New Mexico Educational Retirement Board
New Mexico
$619K
CCC
216
Chesapeake Capital Corp
Florida
$610K +$508K +8,172 New
CAPTRUST Financial Advisors
217
CAPTRUST Financial Advisors
North Carolina
$603K +$37.8K +608 +8%
IIC
218
Integrated Investment Consultants
Michigan
$600K +$57.2K +920 +13%
Neuberger Berman Group
219
Neuberger Berman Group
New York
$586K +$65.6K +1,056 +16%
Handelsbanken Fonder
220
Handelsbanken Fonder
Sweden
$585K
Lord, Abbett & Co
221
Lord, Abbett & Co
New Jersey
$574K +$478K +7,700 New
DA
222
Doliver Advisors
Texas
$566K +$90.1K +1,451 +24%
PAG
223
Private Advisor Group
New Jersey
$564K -$16.1K -259 -3%
NA
224
NewEdge Advisors
Louisiana
$557K +$438K +7,044 +1,677%
Creative Planning
225
Creative Planning
Kansas
$548K +$31.1K +500 +7%

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.