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ScottsMiracle-Gro

529 hedge funds and large institutions have $6.69B invested in ScottsMiracle-Gro in 2021 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 187 increasing their positions, 168 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $84.2M | Put options by funds: $67.2M

11% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 168

1.14% less ownership

Funds ownership: 64.12%62.98% (-1.1%)

5% less funds holding

Funds holding: 559529 (-30)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

23% less capital invested

Capital invested by funds: $8.7B → $6.69B (-$2.01B)

29% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 87

Holders
529
Holders Change
-30
Holders Change %
-5.37%
% of All Funds
9.21%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
62
Increased
187
Reduced
168
Closed
87
Calls
$84.2M
Puts
$67.2M
Net Calls
+$17M
Net Calls Change
-$29.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$888M +$108M +491,081 +12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$811M -$196M -888,524 -17%
BlackRock
3
BlackRock
New York
$686M -$36.8M -166,974 -4%
EARNEST Partners
4
EARNEST Partners
Georgia
$275M -$1.1M -4,988 -0.3%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$227M -$13.6M -61,582 -5%
State Street
6
State Street
Massachusetts
$213M +$20.4M +92,658 +9%
Macquarie Group
7
Macquarie Group
Australia
$158M +$132M +599,249 +266%
Northern Trust
8
Northern Trust
Illinois
$145M +$7.97M +36,141 +5%
Fisher Asset Management
9
Fisher Asset Management
Washington
$140M -$9.81M -44,448 -6%
Federated Hermes
10
Federated Hermes
Pennsylvania
$137M -$65.1M -294,916 -29%
Bank of America
11
Bank of America
North Carolina
$126M +$11.7M +52,812 +9%
Wells Fargo
12
Wells Fargo
California
$122M -$61.7M -279,677 -31%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$94.2M -$184K -835 -0.2%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$93.4M -$488K -2,214 -0.5%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$93.4M -$4.85M -21,978 -4%
Victory Capital Management
16
Victory Capital Management
Texas
$78.9M -$2.24M -10,156 -2%
GGHC
17
Gilder Gagnon Howe & Co
New York
$73.6M +$158K +717 +0.2%
Norges Bank
18
Norges Bank
Norway
$73M -$744K -3,371 -0.9%
Morgan Stanley
19
Morgan Stanley
New York
$72.7M +$31.9M +144,478 +62%
RJA
20
Raymond James & Associates
Florida
$63.3M +$12.6M +57,114 +21%
Invesco
21
Invesco
Georgia
$61.3M +$19.6K +89 +0%
Millennium Management
22
Millennium Management
New York
$52.6M +$30.6M +138,781 +102%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$51M -$667K -3,022 -1%
Goldman Sachs
24
Goldman Sachs
New York
$48.7M -$5.26M -23,862 -9%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$46.7M -$343K -1,557 -0.6%

SMG Hedge Fund Activity: Q2 2021 in Review

529 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q2 2021, worth a combined $6.69B — down 23% from $8.7B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of SMG and 62 opened new positions — a net loss of 25 holders — while 168 trimmed existing stakes and 187 added.

The largest buyer was Macquarie Group, adding an estimated $132M. The largest seller was Vanguard Group, cutting an estimated $196M.

  • 529 institutional investors held ScottsMiracle-Gro (SMG) as of Q2 2021, down from 559 in Q1 2021.
  • Funds reported $6.69B of ScottsMiracle-Gro stock for Q2 2021, down 23% quarter-over-quarter.
  • 62 funds opened new ScottsMiracle-Gro positions in Q2 2021 and 87 closed out, a net change of -25 holders.
  • The largest ScottsMiracle-Gro buyer in Q2 2021 was Macquarie Group, an estimated $132M added.
  • The largest ScottsMiracle-Gro seller in Q2 2021 was Vanguard Group, an estimated $196M sold.

Based on aggregated 13F filings for Q2 2021.