We are live on ! Find out more
SMG icon

ScottsMiracle-Gro

552 hedge funds and large institutions have $5.57B invested in ScottsMiracle-Gro in 2021 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 184 increasing their positions, 152 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 63

21% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 152

12% more capital invested

Capital invested by funds: $4.99B → $5.57B (+$580M)

10% more funds holding

Funds holding: 504552 (+48)

1.69% more ownership

Funds ownership: 61.37%63.06% (+1.7%)

10% more call options, than puts

Call options by funds: $63.4M | Put options by funds: $57.8M

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
552
Holders Change
+48
Holders Change %
+9.52%
% of All Funds
8.49%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
122
Increased
184
Reduced
152
Closed
63
Calls
$63.4M
Puts
$57.8M
Net Calls
+$5.58M
Net Calls Change
+$56.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$796M +$28.3M +182,828 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$667M +$818K +5,284 +0.1%
BlackRock
3
BlackRock
New York
$564M -$6.24M -40,338 -1%
EARNEST Partners
4
EARNEST Partners
Georgia
$216M -$9.35M -60,414 -4%
First Eagle Investment Management
5
First Eagle Investment Management
New York
$190M +$112M +723,672 +159%
Macquarie Group
6
Macquarie Group
Australia
$181M +$27.2M +176,091 +19%
State Street
7
State Street
Massachusetts
$177M +$366K +2,363 +0.2%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$132M -$8.22M -53,157 -6%
Fisher Asset Management
9
Fisher Asset Management
Washington
$121M +$6.12M +39,552 +6%
Northern Trust
10
Northern Trust
Illinois
$108M -$186K -1,201 -0.2%
Wells Fargo
11
Wells Fargo
California
$107M +$2.39M +15,469 +2%
RJA
12
Raymond James & Associates
Florida
$87.5M +$18.4M +119,068 +28%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$80.4M +$1.75M +11,309 +2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$80.4M +$963K +6,222 +1%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$80.2M +$845K +5,459 +1%
Bank of America
16
Bank of America
North Carolina
$78.9M -$9.81M -63,437 -11%
Federated Hermes
17
Federated Hermes
Pennsylvania
$60.9M -$45.9M -296,554 -44%
Norges Bank
18
Norges Bank
Norway
$55.1M -$1.13M -7,272 -2%
Morgan Stanley
19
Morgan Stanley
New York
$54.2M +$20.9M +134,863 +67%
Marshall Wace
20
Marshall Wace
United Kingdom
$52.7M +$39.2M +253,258 +341%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$50M +$16.8M +108,559 +54%
Charles Schwab
22
Charles Schwab
California
$42.5M +$1.48M +9,576 +4%
Goldman Sachs
23
Goldman Sachs
New York
$42.1M -$8.24M -53,262 -17%
William Blair & Company
24
William Blair & Company
Illinois
$41.8M +$1.35M +8,717 +3%
PCA
25
Personal Capital Advisors
California
$41.3M +$5.88M +38,014 +17%

SMG Hedge Fund Activity: Q4 2021 in Review

552 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q4 2021, worth a combined $5.57B — up 12% from $4.99B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new SMG positions and 63 closed out — a net gain of 59 holders — while 184 added to existing stakes and 152 trimmed.

The largest buyer was First Eagle Investment Management, adding an estimated $112M. The largest seller was Gilder Gagnon Howe & Co, exiting entirely with an estimated $55.9M sold.

  • 552 institutional investors held ScottsMiracle-Gro (SMG) as of Q4 2021, up from 504 in Q3 2021.
  • Funds reported $5.57B of ScottsMiracle-Gro stock for Q4 2021, up 12% quarter-over-quarter.
  • 122 funds opened new ScottsMiracle-Gro positions in Q4 2021 and 63 closed out, a net change of +59 holders.
  • The largest ScottsMiracle-Gro buyer in Q4 2021 was First Eagle Investment Management, an estimated $112M added.
  • The largest ScottsMiracle-Gro seller in Q4 2021 was Gilder Gagnon Howe & Co, an estimated $55.9M sold.

Based on aggregated 13F filings for Q4 2021.