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ScottsMiracle-Gro
SMG

444 hedge funds and large institutions have $2.77B invested in ScottsMiracle-Gro in 2023 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 121 increasing their positions, 168 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 46

28% more capital invested

Capital invested by funds: $2.17B → $2.77B (+$608M)

22% more call options, than puts

Call options by funds: $52.9M | Put options by funds: $43.3M

10% more funds holding

Funds holding: 402 → 444 (+42)

2.72% more ownership

Funds ownership: 72.38% → 75.1% (+2.7%)

28% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 168

Holders
444
Holders Change
+42
Holders Change %
+10.45%
% of All Funds
6.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
93
Increased
121
Reduced
168
Closed
46
Calls
$52.9M
Puts
$43.3M
Net Calls
+$9.6M
Net Calls Change
+$17.7M

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$28.7M
2
Invesco
Invesco
Georgia
+$25.8M
3
Morgan Stanley
Morgan Stanley
New York
+$21.6M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$14.2M
5
GLA
Great Lakes Advisors
Illinois
+$10.6M

Top Sellers

Rank Fund Capital Flow
1
Federated Hermes
Federated Hermes
Pennsylvania
-$20.3M
2
BlackRock
BlackRock
New York
-$12.8M
3
CC
Clearline Capital
New York
-$11.5M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$7.11M
5
Marshall Wace
Marshall Wace
United Kingdom
-$4.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$311M -$886K -16,404 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$296M +$512K +9,470 +0.2%
BlackRock
3
BlackRock
New York
$252M -$12.8M -237,463 -6%
EARNEST Partners
4
EARNEST Partners
Georgia
$168M -$4.17M -77,186 -3%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$139M +$1.4M +25,863 +1%
Northern Trust
6
Northern Trust
Illinois
$98.4M +$28.7M +531,160 +52%
State Street
7
State Street
Massachusetts
$86.6M +$4.81M +89,136 +7%
FGAM
8
Financial Gravity Asset Management
Texas
$81.2M +$1.48M +27,384 +9%
Morgan Stanley
9
Morgan Stanley
New York
$71.8M +$21.6M +399,997 +55%
Wells Fargo
10
Wells Fargo
California
$63M -$2.59M -47,985 -5%
Empower Advisory Group
11
Empower Advisory Group
Colorado
$60.8M +$2.68M +49,637 +5%
Pacer Advisors
12
Pacer Advisors
Pennsylvania
$46.9M +$2.65M +49,112 +7%
Lazard Asset Management
13
Lazard Asset Management
New York
$44.3M +$7.94M +146,903 +27%
Invesco
14
Invesco
Georgia
$42.1M +$25.8M +477,426 +260%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$41.2M +$1.34M +24,803 +4%
DRZID
16
DePrince Race & Zollo Inc (DRZ)
Florida
$40.1M +$2.27M +41,976 +7%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$38.4M +$365K +6,749 +1%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$37.4M -$7.11M -131,706 -18%
RJA
19
Raymond James & Associates
Florida
$36.9M -$655K -12,126 -2%
Charles Schwab
20
Charles Schwab
California
$34.8M +$1.02M +18,975 +4%
SSA
21
Schonfeld Strategic Advisors
New York
$28.3M +$6.99M +129,339 +41%
Norges Bank
22
Norges Bank
Norway
$27.7M +$577K +10,691 +3%
Balyasny Asset Management
23
Balyasny Asset Management
Illinois
$23.8M +$14.2M +262,155 +236%
Bank of America
24
Bank of America
North Carolina
$23.6M -$224K -4,142 -1%
Marshall Wace
25
Marshall Wace
United Kingdom
$22.9M -$4.66M -86,350 -19%
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SMG Hedge Fund Activity: Q4 2023 in Review

444 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q4 2023, worth a combined $2.77B — up 28% from $2.17B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SMG positions and 46 closed out — a net gain of 47 holders — while 121 added to existing stakes and 168 trimmed.

The largest buyer was Northern Trust, adding an estimated $28.7M. The largest seller was Federated Hermes, cutting an estimated $20.3M.

  • 444 institutional investors held ScottsMiracle-Gro (SMG) as of Q4 2023, up from 402 in Q3 2023.
  • Funds reported $2.77B of ScottsMiracle-Gro stock for Q4 2023, up 28% quarter-over-quarter.
  • 93 funds opened new ScottsMiracle-Gro positions in Q4 2023 and 46 closed out, a net change of +47 holders.
  • The largest ScottsMiracle-Gro buyer in Q4 2023 was Northern Trust, an estimated $28.7M added.
  • The largest ScottsMiracle-Gro seller in Q4 2023 was Federated Hermes, an estimated $20.3M sold.

Based on aggregated 13F filings for Q4 2023.