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ScottsMiracle-Gro
SMG

402 hedge funds and large institutions have $2.17B invested in ScottsMiracle-Gro in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 136 increasing their positions, 146 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.43% more ownership

Funds ownership: 70.95% → 72.38% (+1.4%)

7% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 146

7% less funds holding

Funds holding: 431 → 402 (-29)

13% less capital invested

Capital invested by funds: $2.49B → $2.17B (-$329M)

18% less call options, than puts

Call options by funds: $37.5M | Put options by funds: $45.6M

32% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 72

Holders
402
Holders Change
-29
Holders Change %
-6.73%
% of All Funds
6.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
49
Increased
136
Reduced
146
Closed
72
Calls
$37.5M
Puts
$45.6M
Net Calls
-$8.1M
Net Calls Change
+$137M

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$39.1M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$34M
3
Lazard Asset Management
Lazard Asset Management
New York
+$31.8M
4
Marshall Wace
Marshall Wace
United Kingdom
+$23.7M
5
FGAM
Financial Gravity Asset Management
Texas
+$17.5M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$24.7M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$23.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$13.7M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$13.5M
5
MCM
Masters Capital Management
Georgia
-$12.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$253M -$2.2M -38,049 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$240M +$2.03M +35,002 +0.8%
BlackRock
3
BlackRock
New York
$216M -$1.23M -21,266 -0.5%
EARNEST Partners
4
EARNEST Partners
Georgia
$140M +$6.29M +108,593 +4%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$112M -$5.6M -96,683 -4%
FGAM
6
Financial Gravity Asset Management
Texas
$79.5M +$17.5M +302,776 +2,811%
State Street
7
State Street
Massachusetts
$65.6M +$1.31M +22,683 +2%
Wells Fargo
8
Wells Fargo
California
$53.6M +$2.55M +44,045 +4%
Northern Trust
9
Northern Trust
Illinois
$52.3M +$6.9M +119,115 +13%
Empower Advisory Group
10
Empower Advisory Group
Colorado
$46.7M +$8.3M +143,326 +19%
Morgan Stanley
11
Morgan Stanley
New York
$37.5M +$1.07M +18,422 +3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$37.1M -$244K -4,206 -0.6%
Pacer Advisors
13
Pacer Advisors
Pennsylvania
$35.5M +$39.1M +674,706 +5,853%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$32.1M +$955K +16,481 +3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$30.8M +$13.3M +230,155 +63%
RJA
16
Raymond James & Associates
Florida
$30.5M +$2.09M +36,056 +7%
DRZID
17
DePrince Race & Zollo Inc (DRZ)
Florida
$30.3M +$34M +586,675 New
Lazard Asset Management
18
Lazard Asset Management
New York
$28.3M +$31.8M +548,310 New
Charles Schwab
19
Charles Schwab
California
$27.2M -$3.41M -58,949 -10%
Marshall Wace
20
Marshall Wace
United Kingdom
$23M +$23.7M +409,035 +1,132%
Norges Bank
21
Norges Bank
Norway
$21.9M +$1.37M +23,709 +6%
Federated Hermes
22
Federated Hermes
Pennsylvania
$19.8M +$2.44M +42,162 +12%
Bank of America
23
Bank of America
North Carolina
$19.4M -$8.68M -149,769 -29%
SSA
24
Schonfeld Strategic Advisors
New York
$16.3M +$15.1M +261,097 +484%
CC
25
Clearline Capital
New York
$14.1M +$15.8M +272,160 New
1
2 3 4 5

SMG Hedge Fund Activity: Q3 2023 in Review

402 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q3 2023, worth a combined $2.17B — down 13% from $2.49B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of SMG and 49 opened new positions — a net loss of 23 holders — while 146 trimmed existing stakes and 136 added.

The largest buyer was Pacer Advisors, adding an estimated $39.1M. The largest seller was Millennium Management, cutting an estimated $24.7M.

  • 402 institutional investors held ScottsMiracle-Gro (SMG) as of Q3 2023, down from 431 in Q2 2023.
  • Funds reported $2.17B of ScottsMiracle-Gro stock for Q3 2023, down 13% quarter-over-quarter.
  • 49 funds opened new ScottsMiracle-Gro positions in Q3 2023 and 72 closed out, a net change of -23 holders.
  • The largest ScottsMiracle-Gro buyer in Q3 2023 was Pacer Advisors, an estimated $39.1M added.
  • The largest ScottsMiracle-Gro seller in Q3 2023 was Millennium Management, an estimated $24.7M sold.

Based on aggregated 13F filings for Q3 2023.