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ScottsMiracle-Gro

460 hedge funds and large institutions have $2.93B invested in ScottsMiracle-Gro in 2022 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 189 increasing their positions, 134 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 134

1.5% more ownership

Funds ownership: 65.4%66.9% (+1.5%)

2% more call options, than puts

Call options by funds: $42.7M | Put options by funds: $41.7M

11% less funds holding

Funds holding: 516460 (-56)

32% less capital invested

Capital invested by funds: $4.32B → $2.93B (-$1.4B)

47% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 103

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
460
Holders Change
-56
Holders Change %
-10.85%
% of All Funds
7.75%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
55
Increased
189
Reduced
134
Closed
103
Calls
$42.7M
Puts
$41.7M
Net Calls
+$1.02M
Net Calls Change
+$4.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$399M -$7.65M -77,358 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$332M +$4.54M +45,892 +1%
BlackRock
3
BlackRock
New York
$277M -$3.87M -39,108 -1%
EARNEST Partners
4
EARNEST Partners
Georgia
$158M +$62.6M +633,223 +46%
First Eagle Investment Management
5
First Eagle Investment Management
New York
$139M +$395K +3,999 +0.2%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$131M +$34.4M +347,852 +26%
Macquarie Group
7
Macquarie Group
Australia
$94.8M +$1.85M +18,678 +2%
State Street
8
State Street
Massachusetts
$94.6M +$3.18M +32,184 +3%
Wells Fargo
9
Wells Fargo
California
$75.8M +$527K +5,332 +0.6%
Fisher Asset Management
10
Fisher Asset Management
Washington
$59.1M -$321K -3,248 -0.4%
Northern Trust
11
Northern Trust
Illinois
$56.8M -$876K -8,867 -1%
Morgan Stanley
12
Morgan Stanley
New York
$52.2M +$33.4M +338,366 +105%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$43.2M +$2.88M +29,127 +6%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$40.8M +$105K +1,062 +0.2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$40.1M +$887K +8,970 +2%
PCA
16
Personal Capital Advisors
California
$29.8M +$10M +101,414 +37%
Bank of America
17
Bank of America
North Carolina
$29M -$1.75M -17,681 -5%
Charles Schwab
18
Charles Schwab
California
$26.2M +$4.37M +44,217 +15%
New York State Common Retirement Fund
19
New York State Common Retirement Fund
New York
$24.8M +$8.04M +81,326 +35%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$24.3M +$2.09M +21,140 +7%
RJA
21
Raymond James & Associates
Florida
$22.1M -$3.21M -32,497 -10%
Stifel Financial
22
Stifel Financial
Missouri
$21.7M +$3.11M +31,500 +13%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$20.5M -$22.7K -230 -0.1%
William Blair & Company
24
William Blair & Company
Illinois
$18.8M -$1.44M -14,527 -6%
Invesco
25
Invesco
Georgia
$16.2M +$25.4K +257 +0.1%

SMG Hedge Fund Activity: Q2 2022 in Review

460 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q2 2022, worth a combined $2.93B — down 32% from $4.32B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of SMG and 55 opened new positions — a net loss of 48 holders — while 134 trimmed existing stakes and 189 added.

The largest buyer was EARNEST Partners, adding an estimated $62.6M. The largest seller was Massachusetts Financial Services, exiting entirely with an estimated $93.1M sold.

  • 460 institutional investors held ScottsMiracle-Gro (SMG) as of Q2 2022, down from 516 in Q1 2022.
  • Funds reported $2.93B of ScottsMiracle-Gro stock for Q2 2022, down 32% quarter-over-quarter.
  • 55 funds opened new ScottsMiracle-Gro positions in Q2 2022 and 103 closed out, a net change of -48 holders.
  • The largest ScottsMiracle-Gro buyer in Q2 2022 was EARNEST Partners, an estimated $62.6M added.
  • The largest ScottsMiracle-Gro seller in Q2 2022 was Massachusetts Financial Services, an estimated $93.1M sold.

Based on aggregated 13F filings for Q2 2022.