We are live on ! Find out more
SMG icon

ScottsMiracle-Gro
SMG

440 hedge funds and large institutions have $2.77B invested in ScottsMiracle-Gro in 2023 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 151 increasing their positions, 141 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

42% more capital invested

Capital invested by funds: $1.95B → $2.77B (+$822M)

40% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 53

3% more funds holding

Funds holding: 426 → 440 (+14)

7% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 141

2.37% less ownership

Funds ownership: 72.99% → 70.62% (-2.4%)

43% less call options, than puts

Call options by funds: $98.7M | Put options by funds: $174M

Holders
440
Holders Change
+14
Holders Change %
+3.29%
% of All Funds
7.01%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
74
Increased
151
Reduced
141
Closed
53
Calls
$98.7M
Puts
$174M
Net Calls
-$75.5M
Net Calls Change
-$107M

Top Buyers

1
IECM
Intrinsic Edge Capital Management
Illinois
+$30.1M
2
BlackRock
BlackRock
New York
+$19.8M
3
Norges Bank
Norges Bank
Norway
+$19M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$17.8M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$17.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$50.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$38M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$30.5M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$22.8M
5
Citadel Advisors
Citadel Advisors
Florida
-$22.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$348M +$17.1M +237,463 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$321M +$4.4M +61,200 +1%
BlackRock
3
BlackRock
New York
$281M +$19.8M +275,895 +7%
EARNEST Partners
4
EARNEST Partners
Georgia
$221M -$10.8M -150,050 -5%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$183M -$50.6M -702,956 -21%
State Street
6
State Street
Massachusetts
$88.3M +$4.1M +57,032 +5%
Wells Fargo
7
Wells Fargo
California
$66.4M +$5.87M +81,586 +9%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$51.3M -$7.05K -98 -0%
Empower Advisory Group
9
Empower Advisory Group
Colorado
$49.6M +$49.9M +693,522 New
Citadel Advisors
10
Citadel Advisors
Florida
$41.4M -$22.4M -312,085 -34%
Morgan Stanley
11
Morgan Stanley
New York
$41.1M -$19.9M -277,239 -32%
Northern Trust
12
Northern Trust
Illinois
$39.9M +$8.4M +116,733 +26%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$39.8M +$1.52M +21,200 +4%
Charles Schwab
14
Charles Schwab
California
$39.7M +$2.19M +30,514 +6%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$37.7M +$3.24M +44,993 +9%
New York State Common Retirement Fund
16
New York State Common Retirement Fund
New York
$33.8M -$3.16M -43,884 -8%
Bank of America
17
Bank of America
North Carolina
$32.8M +$10.9M +152,071 +48%
RJA
18
Raymond James & Associates
Florida
$29.8M +$1.28M +17,737 +4%
IECM
19
Intrinsic Edge Capital Management
Illinois
$29.1M +$30.1M +417,847 New
Norges Bank
20
Norges Bank
Norway
$26M +$19M +264,231 +243%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$25.4M +$5.75M +80,006 +28%
Two Sigma Investments
22
Two Sigma Investments
New York
$24.7M -$102K -1,421 -0.4%
Fisher Asset Management
23
Fisher Asset Management
Washington
$21.5M -$30.5M -424,593 -58%
RAM
24
RWC Asset Management
United Kingdom
$21.2M +$5.55M +77,154 +34%
Invesco
25
Invesco
Georgia
$20.7M +$8.25M +114,717 +63%
1
2 3 4 5

SMG Hedge Fund Activity: Q1 2023 in Review

440 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q1 2023, worth a combined $2.77B — up 42% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SMG positions and 53 closed out — a net gain of 21 holders — while 151 added to existing stakes and 141 trimmed.

The largest buyer was Intrinsic Edge Capital Management, opening a new position worth an estimated $30.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $50.6M.

  • 440 institutional investors held ScottsMiracle-Gro (SMG) as of Q1 2023, up from 426 in Q4 2022.
  • Funds reported $2.77B of ScottsMiracle-Gro stock for Q1 2023, up 42% quarter-over-quarter.
  • 74 funds opened new ScottsMiracle-Gro positions in Q1 2023 and 53 closed out, a net change of +21 holders.
  • The largest ScottsMiracle-Gro buyer in Q1 2023 was Intrinsic Edge Capital Management, an estimated $30.1M added.
  • The largest ScottsMiracle-Gro seller in Q1 2023 was T. Rowe Price Associates, an estimated $50.6M sold.

Based on aggregated 13F filings for Q1 2023.