We are live on ! Find out more
SMG icon

ScottsMiracle-Gro

462 hedge funds and large institutions have $3.76B invested in ScottsMiracle-Gro in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 144 increasing their positions, 168 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 48

26% more capital invested

Capital invested by funds: $2.99B → $3.76B (+$773M)

5% more funds holding

Funds holding: 440462 (+22)

7% more call options, than puts

Call options by funds: $86.8M | Put options by funds: $80.8M

3.97% less ownership

Funds ownership: 80.79%76.82% (-4%)

14% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 168

Holders
462
Holders Change
+22
Holders Change %
+5%
% of All Funds
6.63%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
76
Increased
144
Reduced
168
Closed
48
Calls
$86.8M
Puts
$80.8M
Net Calls
+$5.98M
Net Calls Change
-$15.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$457M +$4.76M +67,706 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$392M -$917K -13,048 -0.3%
BlackRock
3
BlackRock
New York
$338M +$4.02M +57,137 +1%
Pacer Advisors
4
Pacer Advisors
Pennsylvania
$275M +$21.7M +309,354 +11%
EARNEST Partners
5
EARNEST Partners
Georgia
$273M -$108K -1,543 -0%
State Street
6
State Street
Massachusetts
$124M +$1.12M +15,869 +1%
Northern Trust
7
Northern Trust
Illinois
$117M -$3.19M -45,380 -3%
Wells Fargo
8
Wells Fargo
California
$91M +$353K +5,023 +0.5%
Balyasny Asset Management
9
Balyasny Asset Management
Illinois
$71.2M +$49.3M +702,104 +591%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$61.4M +$1.04M +14,730 +2%
Goldman Sachs
11
Goldman Sachs
New York
$59.1M +$21.2M +302,231 +80%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$58.8M -$162K -2,309 -0.3%
AQR Capital Management
13
AQR Capital Management
Connecticut
$52.3M -$10.5M -150,086 -20%
JP Morgan Chase
14
JP Morgan Chase
New York
$51.3M +$11.2M +158,975 +37%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$48.7M -$1.66M -23,566 -4%
Charles Schwab
16
Charles Schwab
California
$47.8M -$855K -12,168 -2%
RJA
17
Raymond James & Associates
Florida
$47.8M -$582K -8,282 -1%
Morgan Stanley
18
Morgan Stanley
New York
$47M +$4.98M +70,926 +15%
Fuller & Thaler Asset Management
19
Fuller & Thaler Asset Management
California
$45.8M +$37.1M +527,925 New
Two Sigma Investments
20
Two Sigma Investments
New York
$44.3M +$2.08M +29,578 +6%
Bank of America
21
Bank of America
North Carolina
$42.3M +$4.33M +61,638 +14%
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$31.6M +$23.3M +331,925 +1,033%
William Blair & Company
23
William Blair & Company
Illinois
$24.2M -$1.7M -24,149 -8%
GI
24
GAMCO Investors
Connecticut
$22.2M -$467K -6,650 -3%
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$21.9M +$12.3M +175,719 +228%

SMG Hedge Fund Activity: Q3 2024 in Review

462 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in ScottsMiracle-Gro (SMG) for Q3 2024, worth a combined $3.76B — up 26% from $2.99B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new SMG positions and 48 closed out — a net gain of 28 holders — while 144 added to existing stakes and 168 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $49.3M. The largest seller was T. Rowe Price Associates, cutting an estimated $186M.

  • 462 institutional investors held ScottsMiracle-Gro (SMG) as of Q3 2024, up from 440 in Q2 2024.
  • Funds reported $3.76B of ScottsMiracle-Gro stock for Q3 2024, up 26% quarter-over-quarter.
  • 76 funds opened new ScottsMiracle-Gro positions in Q3 2024 and 48 closed out, a net change of +28 holders.
  • The largest ScottsMiracle-Gro buyer in Q3 2024 was Balyasny Asset Management, an estimated $49.3M added.
  • The largest ScottsMiracle-Gro seller in Q3 2024 was T. Rowe Price Associates, an estimated $186M sold.

Based on aggregated 13F filings for Q3 2024.