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ScottsMiracle-Gro

430 hedge funds and large institutions have $3.32B invested in ScottsMiracle-Gro in 2024 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 172 increasing their positions, 129 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

33% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 129

20% more capital invested

Capital invested by funds: $2.77B → $3.32B (+$551M)

3.55% more ownership

Funds ownership: 75.1%78.65% (+3.5%)

3% less funds holding

Funds holding: 444430 (-14)

15% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 67

19% less call options, than puts

Call options by funds: $85.2M | Put options by funds: $105M

Holders
430
Holders Change
-14
Holders Change %
-3.15%
% of All Funds
6.19%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
57
Increased
172
Reduced
129
Closed
67
Calls
$85.2M
Puts
$105M
Net Calls
-$20.1M
Net Calls Change
-$29.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$384M +$16.7M +268,927 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$329M -$15M -240,987 -5%
BlackRock
3
BlackRock
New York
$296M +$1.39M +22,377 +0.6%
EARNEST Partners
4
EARNEST Partners
Georgia
$232M +$29.8M +479,315 +18%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$203M +$33.7M +542,406 +25%
State Street
6
State Street
Massachusetts
$104M +$2.46M +39,574 +3%
Northern Trust
7
Northern Trust
Illinois
$103M -$10.2M -164,107 -11%
Pacer Advisors
8
Pacer Advisors
Pennsylvania
$82.5M +$23M +370,455 +50%
Wells Fargo
9
Wells Fargo
California
$77.2M +$2.92M +46,971 +5%
Empower Advisory Group
10
Empower Advisory Group
Colorado
$74M +$2.37M +38,221 +4%
Balyasny Asset Management
11
Balyasny Asset Management
Illinois
$71.8M +$36.6M +588,932 +158%
Millennium Management
12
Millennium Management
New York
$56.9M +$46.2M +743,205 +3,710%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$50.7M +$2.13M +34,217 +5%
DRZID
14
DePrince Race & Zollo Inc (DRZ)
Florida
$49.1M +$1.82M +29,372 +5%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$47.8M +$2.36M +38,070 +6%
Morgan Stanley
16
Morgan Stanley
New York
$47.3M -$30.6M -492,291 -44%
Charles Schwab
17
Charles Schwab
California
$42.9M +$1.82M +29,359 +5%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$42.5M -$1.04M -16,732 -3%
RJA
19
Raymond James & Associates
Florida
$41.4M -$1.45M -23,367 -4%
IP
20
Interval Partners
New York
$35.7M +$28.9M +465,546 +3,581%
IECM
21
Intrinsic Edge Capital Management
Illinois
$34.9M +$29.1M +468,104 New
SSA
22
Schonfeld Strategic Advisors
New York
$34.6M +$1.2M +19,380 +4%
Bank of America
23
Bank of America
North Carolina
$31.7M +$3.33M +53,627 +14%
JP Morgan Chase
24
JP Morgan Chase
New York
$28.9M +$7.04M +113,268 +41%
Point72 Asset Management
25
Point72 Asset Management
Connecticut
$25.5M +$21.2M +341,200 New

SMG Hedge Fund Activity: Q1 2024 in Review

430 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q1 2024, worth a combined $3.32B — up 20% from $2.77B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of SMG and 57 opened new positions — a net loss of 10 holders — while 129 trimmed existing stakes and 172 added.

The largest buyer was Millennium Management, adding an estimated $46.2M. The largest seller was Lazard Asset Management, exiting entirely with an estimated $44.3M sold.

  • 430 institutional investors held ScottsMiracle-Gro (SMG) as of Q1 2024, down from 444 in Q4 2023.
  • Funds reported $3.32B of ScottsMiracle-Gro stock for Q1 2024, up 20% quarter-over-quarter.
  • 57 funds opened new ScottsMiracle-Gro positions in Q1 2024 and 67 closed out, a net change of -10 holders.
  • The largest ScottsMiracle-Gro buyer in Q1 2024 was Millennium Management, an estimated $46.2M added.
  • The largest ScottsMiracle-Gro seller in Q1 2024 was Lazard Asset Management, an estimated $44.3M sold.

Based on aggregated 13F filings for Q1 2024.