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ScottsMiracle-Gro

516 hedge funds and large institutions have $4.32B invested in ScottsMiracle-Gro in 2022 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 202 increasing their positions, 164 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 164

2.35% more ownership

Funds ownership: 63.06%65.4% (+2.3%)

7% less call options, than puts

Call options by funds: $43.7M | Put options by funds: $47M

7% less funds holding

Funds holding: 552516 (-36)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

22% less capital invested

Capital invested by funds: $5.57B → $4.32B (-$1.25B)

36% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 83

Holders
516
Holders Change
-36
Holders Change %
-6.52%
% of All Funds
8.14%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
53
Increased
202
Reduced
164
Closed
83
Calls
$43.7M
Puts
$47M
Net Calls
-$3.38M
Net Calls Change
-$8.96M
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$631M +$26.1M +186,345 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$511M +$1.97M +14,104 +0.3%
BlackRock
3
BlackRock
New York
$436M +$5.94M +42,423 +1%
First Eagle Investment Management
4
First Eagle Investment Management
New York
$216M +$80.9M +578,316 +49%
EARNEST Partners
5
EARNEST Partners
Georgia
$168M +$3.15M +22,537 +2%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$161M +$151M +1,080,220 +463%
State Street
7
State Street
Massachusetts
$143M +$9.09M +64,941 +6%
Wells Fargo
8
Wells Fargo
California
$117M +$40.4M +288,681 +43%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$93.1M -$8.75M -62,509 -8%
Fisher Asset Management
10
Fisher Asset Management
Washington
$92.4M -$291K -2,077 -0.3%
Northern Trust
11
Northern Trust
Illinois
$89.5M +$7.74M +55,352 +8%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$63.7M +$2.78M +19,890 +4%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$63.4M +$2.25M +16,109 +3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$61.3M -$62.3K -445 -0.1%
Bank of America
15
Bank of America
North Carolina
$47.4M -$14.7M -104,854 -21%
Morgan Stanley
16
Morgan Stanley
New York
$39.6M -$1.98M -14,132 -4%
RJA
17
Raymond James & Associates
Florida
$38.3M -$32.5M -231,948 -43%
Charles Schwab
18
Charles Schwab
California
$35.4M +$3.28M +23,436 +9%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$35.3M +$5.83M +41,703 +17%
PCA
20
Personal Capital Advisors
California
$33.9M +$2.75M +19,622 +8%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$32M -$7.12M -50,869 -16%
Norges Bank
22
Norges Bank
Norway
$31.5M -$12M -85,830 -25%
William Blair & Company
23
William Blair & Company
Illinois
$31M -$966K -6,906 -3%
Goldman Sachs
24
Goldman Sachs
New York
$31M -$1.37M -9,790 -4%
Stifel Financial
25
Stifel Financial
Missouri
$30M +$1.95M +13,920 +6%

SMG Hedge Fund Activity: Q1 2022 in Review

516 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q1 2022, worth a combined $4.32B — down 22% from $5.57B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of SMG and 53 opened new positions — a net loss of 30 holders — while 164 trimmed existing stakes and 202 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $151M. The largest seller was Marshall Wace, exiting entirely with an estimated $52.7M sold.

  • 516 institutional investors held ScottsMiracle-Gro (SMG) as of Q1 2022, down from 552 in Q4 2021.
  • Funds reported $4.32B of ScottsMiracle-Gro stock for Q1 2022, down 22% quarter-over-quarter.
  • 53 funds opened new ScottsMiracle-Gro positions in Q1 2022 and 83 closed out, a net change of -30 holders.
  • The largest ScottsMiracle-Gro buyer in Q1 2022 was T. Rowe Price Associates, an estimated $151M added.
  • The largest ScottsMiracle-Gro seller in Q1 2022 was Marshall Wace, an estimated $52.7M sold.

Based on aggregated 13F filings for Q1 2022.