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ScottsMiracle-Gro
SMG

431 hedge funds and large institutions have $2.49B invested in ScottsMiracle-Gro in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 145 increasing their positions, 151 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.33% more ownership

Funds ownership: 70.62% → 70.95% (+0.33%)

4% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 151

9% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 58

2% less funds holding

Funds holding: 440 → 431 (-9)

10% less capital invested

Capital invested by funds: $2.77B → $2.49B (-$272M)

70% less call options, than puts

Call options by funds: $61.1M | Put options by funds: $207M

100% less funds holding in top 10

Funds holding in top 10: 3 → 0 (-3)

Holders
431
Holders Change
-9
Holders Change %
-2.05%
% of All Funds
6.77%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
53
Increased
145
Reduced
151
Closed
58
Calls
$61.1M
Puts
$207M
Net Calls
-$145M
Net Calls Change
-$70M

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$21.5M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$19.7M
3
Millennium Management
Millennium Management
New York
+$15.7M
4
MCM
Masters Capital Management
Georgia
+$13.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$12.7M

Top Sellers

1
EARNEST Partners
EARNEST Partners
Georgia
-$38.4M
2
IECM
Intrinsic Edge Capital Management
Illinois
-$29.1M
3
Citadel Advisors
Citadel Advisors
Florida
-$25.3M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$25M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$17.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$310M -$3.8M -56,685 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$289M -$82.3K -1,227 -0%
BlackRock
3
BlackRock
New York
$264M +$12.3M +183,915 +5%
EARNEST Partners
4
EARNEST Partners
Georgia
$163M -$38.4M -572,977 -18%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$141M -$25M -372,946 -14%
State Street
6
State Street
Massachusetts
$78.2M -$1.28M -19,059 -2%
Wells Fargo
7
Wells Fargo
California
$62.2M +$2.7M +40,249 +4%
Northern Trust
8
Northern Trust
Illinois
$56M +$21.5M +320,829 +56%
Empower Advisory Group
9
Empower Advisory Group
Colorado
$47.7M +$4.5M +67,126 +10%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$45.3M -$927K -13,825 -2%
Morgan Stanley
11
Morgan Stanley
New York
$44.4M +$7.89M +117,652 +20%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$37.9M +$2.31M +34,394 +6%
Charles Schwab
13
Charles Schwab
California
$36.7M +$1.09M +16,252 +3%
RJA
14
Raymond James & Associates
Florida
$34.8M +$8.53M +127,262 +30%
Bank of America
15
Bank of America
North Carolina
$32.9M +$3.69M +54,966 +12%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$29.8M -$4.45M -66,365 -12%
Millennium Management
17
Millennium Management
New York
$27M +$15.7M +233,444 +119%
Norges Bank
18
Norges Bank
Norway
$25.1M +$1.81M +27,052 +7%
Two Sigma Investments
19
Two Sigma Investments
New York
$23.3M +$1.13M +16,811 +5%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$22.9M +$95.7K +1,427 +0.4%
Federated Hermes
21
Federated Hermes
Pennsylvania
$21.4M +$4.82M +71,943 +27%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$20.8M +$12.7M +189,643 +134%
BNP Paribas Financial Markets
23
BNP Paribas Financial Markets
France
$20.2M +$19.7M +293,620 +1,048%
Fisher Asset Management
24
Fisher Asset Management
Washington
$19.3M -$56.1K -837 -0.3%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$17.3M +$2.74M +40,912 +17%
1
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SMG Hedge Fund Activity: Q2 2023 in Review

431 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q2 2023, worth a combined $2.49B — down 9.8% from $2.77B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of SMG and 53 opened new positions — a net loss of 5 holders — while 151 trimmed existing stakes and 145 added.

The largest buyer was Northern Trust, adding an estimated $21.5M. The largest seller was EARNEST Partners, cutting an estimated $38.4M.

  • 431 institutional investors held ScottsMiracle-Gro (SMG) as of Q2 2023, down from 440 in Q1 2023.
  • Funds reported $2.49B of ScottsMiracle-Gro stock for Q2 2023, down 9.8% quarter-over-quarter.
  • 53 funds opened new ScottsMiracle-Gro positions in Q2 2023 and 58 closed out, a net change of -5 holders.
  • The largest ScottsMiracle-Gro buyer in Q2 2023 was Northern Trust, an estimated $21.5M added.
  • The largest ScottsMiracle-Gro seller in Q2 2023 was EARNEST Partners, an estimated $38.4M sold.

Based on aggregated 13F filings for Q2 2023.