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ScottsMiracle-Gro

426 hedge funds and large institutions have $1.95B invested in ScottsMiracle-Gro in 2022 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 157 increasing their positions, 130 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $78M | Put options by funds: $46.7M

28% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 65

21% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 130

20% more capital invested

Capital invested by funds: $1.62B → $1.95B (+$320M)

4.35% more ownership

Funds ownership: 68.64%72.99% (+4.4%)

3% more funds holding

Funds holding: 415426 (+11)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
426
Holders Change
+11
Holders Change %
+2.65%
% of All Funds
6.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
83
Increased
157
Reduced
130
Closed
65
Calls
$78M
Puts
$46.7M
Net Calls
+$31.2M
Net Calls Change
+$41.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$231M -$10.3M -206,361 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$221M +$14.8M +295,593 +7%
BlackRock
3
BlackRock
New York
$182M +$8.67M +173,086 +5%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$162M +$64.3M +1,283,911 +63%
EARNEST Partners
5
EARNEST Partners
Georgia
$162M +$45.4M +906,554 +37%
State Street
6
State Street
Massachusetts
$58.8M +$265K +5,291 +0.4%
Citadel Advisors
7
Citadel Advisors
Florida
$44M +$9.1M +181,617 +25%
Wells Fargo
8
Wells Fargo
California
$42.3M -$1.55M -30,882 -3%
Morgan Stanley
9
Morgan Stanley
New York
$42.1M +$677K +13,517 +2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$35.8M +$11.3M +225,722 +44%
Fisher Asset Management
11
Fisher Asset Management
Washington
$35.6M -$363K -7,257 -1%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$32.5M +$32.8M +654,300 +4,291%
PCA
13
Personal Capital Advisors
California
$30.8M +$7.62M +152,072 +32%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$26.7M +$1.5M +29,975 +6%
Charles Schwab
15
Charles Schwab
California
$26.2M +$3.21M +64,078 +14%
New York State Common Retirement Fund
16
New York State Common Retirement Fund
New York
$25.7M +$7.37M +147,241 +39%
Northern Trust
17
Northern Trust
Illinois
$22.1M -$12M -238,775 -34%
RJA
18
Raymond James & Associates
Florida
$19.9M -$4.86M -96,985 -19%
Qube Research & Technologies (QRT)
19
Qube Research & Technologies (QRT)
United Kingdom
$17.8M +$12.1M +241,295 +193%
Two Sigma Investments
20
Two Sigma Investments
New York
$17.3M +$8.23M +164,273 +86%
Bank of America
21
Bank of America
North Carolina
$15.4M -$1.63M -32,538 -9%
CCM
22
Candlestick Capital Management
Connecticut
$15.3M -$9.27M -185,000 -37%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$13.8M -$578K -11,544 -4%
Squarepoint
24
Squarepoint
New York
$11.7M +$3.04M +60,707 +34%
First Trust Advisors
25
First Trust Advisors
Illinois
$11.5M -$4.31M -86,048 -27%

SMG Hedge Fund Activity: Q4 2022 in Review

426 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q4 2022, worth a combined $1.95B — up 20% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new SMG positions and 65 closed out — a net gain of 18 holders — while 157 added to existing stakes and 130 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $64.3M. The largest seller was First Eagle Investment Management, exiting entirely with an estimated $67.3M sold.

  • 426 institutional investors held ScottsMiracle-Gro (SMG) as of Q4 2022, up from 415 in Q3 2022.
  • Funds reported $1.95B of ScottsMiracle-Gro stock for Q4 2022, up 20% quarter-over-quarter.
  • 83 funds opened new ScottsMiracle-Gro positions in Q4 2022 and 65 closed out, a net change of +18 holders.
  • The largest ScottsMiracle-Gro buyer in Q4 2022 was T. Rowe Price Associates, an estimated $64.3M added.
  • The largest ScottsMiracle-Gro seller in Q4 2022 was First Eagle Investment Management, an estimated $67.3M sold.

Based on aggregated 13F filings for Q4 2022.