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ScottsMiracle-Gro

442 hedge funds and large institutions have $2.32B invested in ScottsMiracle-Gro in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 166 increasing their positions, 144 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

303% more call options, than puts

Call options by funds: $163M | Put options by funds: $40.6M

15% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 144

5% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 66

0.19% less ownership

Funds ownership: 73.8%73.61% (-0.19%)

1% less funds holding

Funds holding: 447442 (-5)

17% less capital invested

Capital invested by funds: $2.81B → $2.32B (-$491M)

Holders
442
Holders Change
-5
Holders Change %
-1.12%
% of All Funds
5.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
69
Increased
166
Reduced
144
Closed
66
Calls
$163M
Puts
$40.6M
Net Calls
+$123M
Net Calls Change
+$96.5M
Name Holding Trade Value Shares
Change
Change in
Stake
YC
201
Yarbrough Capital
Tennessee
$664K -$316K -4,881 -29%
Handelsbanken Fonder
202
Handelsbanken Fonder
Sweden
$661K
PTC
203
Petrus Trust Company
Texas
$660K +$778K +12,028 New
LRIC
204
Long Road Investment Counsel
Michigan
$641K +$19.4K +300 +3%
CIG
205
Cullen Investment Group
Louisiana
$618K -$121K -1,865 -14%
Mariner
206
Mariner
Kansas
$604K +$13.5K +209 +2%
TI
207
Tidal Investments
Wisconsin
$598K -$2.06M -31,935 -75%
COPPSERS
208
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$566K +$57.7K +892 +9%
SOMRS
209
State of Michigan Retirement System
Michigan
$565K +$12.9K +200 +2%
MPPW
210
Mitchell & Pahl Private Wealth
Oklahoma
$565K +$22K +341 +3%
Thrivent Financial for Lutherans
211
Thrivent Financial for Lutherans
Minnesota
$555K +$5.11K +79 +0.8%
AAS
212
Avantax Advisory Services
Texas
$546K +$116K +1,802 +22%
WS
213
Wedbush Securities
California
$539K +$29.4K +455 +5%
Envestnet Portfolio Solutions
214
Envestnet Portfolio Solutions
Illinois
$539K -$421K -6,508 -40%
ACM
215
Aquatic Capital Management
Illinois
$537K -$2.27M -35,162 -78%
NMIMC
216
Northwestern Mutual Investment Management Company
Wisconsin
$526K +$7.3K +113 +1%
Victory Capital Management
217
Victory Capital Management
Texas
$501K -$24.7K -382 -4%
KK
218
KLP Kapitalforvaltning
Norway
$489K
Jones Financial Companies
219
Jones Financial Companies
Missouri
$488K +$190K +2,940 +49%
OPERF
220
Oregon Public Employees Retirement Fund
Oregon
$484K +$12.9K +200 +2%
SC
221
SummitTX Capital
Texas
$482K +$567K +8,773 New
YIH
222
Y-Intercept (HK)
Hong Kong
$477K +$561K +8,681 New
AIP
223
Ameritas Investment Partners
Nebraska
$469K -$13.3K -205 -2%
CAU
224
Caxton Associates (UK)
$469K +$552K +8,538 New
Creative Planning
225
Creative Planning
Kansas
$466K +$25.9K +400 +5%

SMG Hedge Fund Activity: Q1 2025 in Review

442 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q1 2025, worth a combined $2.32B — down 17% from $2.81B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new SMG positions and 66 closed out — a net gain of 3 holders — while 166 added to existing stakes and 144 trimmed.

The largest buyer was Lazard Asset Management, opening a new position worth an estimated $69.4M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $215M.

  • 442 institutional investors held ScottsMiracle-Gro (SMG) as of Q1 2025, down from 447 in Q4 2024.
  • Funds reported $2.32B of ScottsMiracle-Gro stock for Q1 2025, down 17% quarter-over-quarter.
  • 69 funds opened new ScottsMiracle-Gro positions in Q1 2025 and 66 closed out, a net change of +3 holders.
  • The largest ScottsMiracle-Gro buyer in Q1 2025 was Lazard Asset Management, an estimated $69.4M added.
  • The largest ScottsMiracle-Gro seller in Q1 2025 was Kayne Anderson Rudnick Investment Management, an estimated $215M sold.

Based on aggregated 13F filings for Q1 2025.