Scotts Miracle-Gro

SMG • NYSE

Scotts Miracle-Gro is a agricultural inputs company in the basic materials sector on NYSE, led by James Hagedorn, with a market cap of $3.3B. As of Q3 2025, 72% of shares are held by 450 institutional investors, with VANGUARD GROUP INC as the largest holder at 8.29%.

Chairman of the Board and Chief Executive OfficerJames Hagedorn

Market Cap$3.3B

Agricultural Inputs

Basic Materials

Employees5.5K

Websitescottsmiraclegro.com

Country

United States of America

Overview

Overview of institutional ownership in SMG as of Q3 2025 with a market cap of $3.3B

All Institutions

Institutions: 450
Value Held: $2.4B
Shares Held: 41.7M
Avg Position: $5.3M
Median Position: $491.7K

Hedge Funds

Hedge Funds: 50
Value Held: $349.8M
Shares Held: 6.2M
Avg Position: $7.0M
Median Position: $1.8M

Ownership Breakdown

Institutional (non-HF)

61.51%

$2.0B

Hedge Funds

10.64%

$349.8M

Retail & Other

27.85%

$915.9M

Based on market cap of $3.3B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in SMG as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$272.6M 0.00% of portfolio	8.29% 4.8M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$245.9M 0.00% of portfolio	7.48% 4.3M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
EARNEST PARTNERS LLC Long Only Manager	Paul Ernest Viera CEO	$205.5M 0.89% of portfolio	6.25% 3.6M shares	Q4 2013 Held for 11y 11m	$23.1B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$85.8M 0.00% of portfolio	2.61% 1.5M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
NORTHERN TRUST CORP Institution	Michael G. O'Grady CEO	$79.0M 0.01% of portfolio	2.40% 1.4M shares	≤ Q2 2013 Held for 12y 5m+	$782.01B
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$66.4M 0.02% of portfolio	2.02% 1.2M shares	≤ Q2 2013 Held for 12y 5m+	$433.11B
CAPTRUST FINANCIAL ADVISORS RIA/Wealth	James Fielding Miller CEO	$65.8M 0.13% of portfolio	2.00% 1.2M shares	Q1 2023 Held for 2y 8m	$48.9B
JACOBS LEVY EQUITY MANAGEMENT, INC Hedge Fund•Quant	Bruce Ira Jacobs President	$51.2M 0.20% of portfolio	1.56% 898.5K shares	Q3 2023 Held for 2y 2m	$25.2B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$46.0M 0.00% of portfolio	1.40% 808.2K shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
D DEPRINCE RACE & ZOLLO INC Long Only Manager	Jr. Victor Zollo CEO	$41.1M 0.82% of portfolio	1.25% 722.0K shares	Q1 2025 Held for 8 months	$5.0B

Net Capital Flow

Institutional buying and selling activity for SMG in Q3 2025

Traded: −$150.6M
Buyers: 213
Sellers: 219
Total Bought: +$249.7M
Total Sold: −$400.3M
Avg Position: $4.7M

Biggest Buyers

Institution	Net Bought	Current Position
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$25.1M +441.3K shares	$25.1M 441.3K shares
AMERIPRISE FINANCIAL INC Institution	+$15.1M +265.7K shares	$66.4M 1.2M shares
Q Qube Research & Technologies Ltd Institution	+$14.3M +250.3K shares	$16.1M 282.3K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$13.8M +241.5K shares	$15.9M 278.4K shares
TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy	+$12.8M +225.2K shares	$12.8M 225.2K shares
Ceredex Value Advisors LLC Long Only Manager	+$11.1M +194.4K shares	$11.1M 194.4K shares
JACOBS LEVY EQUITY MANAGEMENT, INC Hedge Fund•Quant	+$10.7M +187.1K shares	$51.2M 898.5K shares
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Market Neutral	+$10.5M +184.2K shares	$14.3M 250.8K shares
CAPTRUST FINANCIAL ADVISORS RIA/Wealth	+$8.3M +146.2K shares	$65.8M 1.2M shares
Aristotle Capital Boston, LLC Long Only Manager	+$8.3M +145.0K shares	$25.3M 444.6K shares

Biggest Sellers

Institution	Net Sold	Current Position
FMR LLC Institution	−$53.9M −946.2K shares	$36.5M 641.6K shares
Interval Partners, LLC Hedge Fund•Long/Short	−$48.1M −844.4K shares	$25.2M 442.8K shares
B BRANDES INVESTMENT PARTNERS, LP Long Only Manager	−$25.3M −444.6K shares	$9.1M 159.4K shares
A Alyeska Investment Group, L.P. Hedge Fund•Multi-Strategy	−$22.3M −392.1K shares	$23.2M 407.6K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$20.0M −352.0K shares	$37.0M 650.4K shares
D DEPRINCE RACE & ZOLLO INC Long Only Manager	−$19.8M −347.6K shares	$41.1M 722.0K shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$17.5M −315.7K shares	$28.1M 507.0K shares
MORGAN STANLEY RIA/Wealth	−$15.6M −274.0K shares	$39.7M 697.3K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$15.2M −266.8K shares	$1.7M 29.9K shares
M MASTERS CAPITAL MANAGEMENT LLC Hedge Fund•Long/Short	−$13.2M −200.0K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SMG in Q3 2025

New Positions: 25
New Value: $15.1M
Exited Positions: 54
Exited Value: $52.9M

New Positions

Institution	Position Value
Ceredex Value Advisors LLC Long Only Manager	$11.1M 194.4K shares
STANSBERRY ASSET MANAGEMENT, LLC RIA/Wealth	$813.2K 14.3K shares
ISAM Funds Ltd Hedge Fund•Quant	$737.7K 13.0K shares
B Bryce Point Capital, LLC Hedge Fund•Market Neutral	$666.3K 11.7K shares
D DRW Securities, LLC Institution	$417.3K 7.3K shares
1 111 Capital Institution	$403.0K 7.1K shares
Optimize Financial Inc RIA/Wealth	$268.2K 4.7K shares
I Ilex Capital Partners LLP Institution	$227.1K 4.0K shares
B BankPlus Trust Department Institution	$206.7K 3.6K shares
R Root Financial Partners, LLC RIA/Wealth	$60.7K 1.1K shares

Exited Positions

Institution	Previous Position
M MASTERS CAPITAL MANAGEMENT LLC Hedge Fund•Long/Short	$13.2M 200.0K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$9.5M 144.0K shares
C CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM Institution	$4.9M 73.6K shares
A AGF MANAGEMENT LTD Institution	$3.3M 50.6K shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$2.8M 42.9K shares
Lorne Steinberg Wealth Management Inc. RIA/Wealth	$2.3M 34.1K shares
Ancora Advisors, LLC RIA/Wealth	$1.6M 24.7K shares
Connecticut Wealth Management, LLC RIA/Wealth	$961.1K 14.6K shares
Centiva Capital, LP Hedge Fund•Multi-Strategy	$947.1K 14.4K shares
GREENWOOD CAPITAL ASSOCIATES LLC RIA/Wealth	$925.7K 14.0K shares

Options Activity

Institutions with the largest Call and Put options positions in SMG as of Q3 2025

Call Positions: 15
Call Value: $61.5M
Put Positions: 11
Put Value: $29.9M

Call Positions

Institution	Position Value
BARCLAYS PLC Institution	$34.2M 6.0K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$8.3M 1.5K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$6.5M 1.1K contracts
D D. E. Shaw & Co., Inc. Institution	$3.0M 522.0 contracts
J JANE STREET GROUP, LLC Institution	$2.4M 413.0 contracts
W WOLVERINE TRADING, LLC Institution	$2.3M 413.0 contracts
S Squarepoint Ops LLC Hedge Fund•Quant	$1.8M 312.0 contracts
BANK OF AMERICA CORP /DE/ Institution	$1.4M 250.0 contracts
Walleye Trading LLC RIA/Wealth	$1.0M 181.0 contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$558.1K 98.0 contracts

Put Positions

Institution	Position Value
BANK OF AMERICA CORP /DE/ Institution	$9.8M 1.7K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$5.9M 1.0K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$4.6M 800.0 contracts
Walleye Trading LLC RIA/Wealth	$3.3M 571.0 contracts
J JANE STREET GROUP, LLC Institution	$2.4M 418.0 contracts
S Squarepoint Ops LLC Hedge Fund•Quant	$1.7M 300.0 contracts
W WOLVERINE TRADING, LLC Institution	$1.1M 192.0 contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$615.1K 108.0 contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$484.1K 85.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$153.8K 27.0 contracts

Most Committed Institutions

Institutions with SMG as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
H Harvey Partners, LLC Institution	-	2.44% $26.9M	0.82% 471.5K shares	Q1 2025 Held for 8 months	$1.1B
Barnett & Company, Inc. RIA/Wealth	Rodrigo Fernandez Tinoco Member	1.81% $2.3M	0.07% 41.2K shares	Q3 2022 Held for 3y 2m	$129.3M
Centerstone Investors, LLC Long Only Manager	Abhay Deshpande CIO	1.49% $419.0K	0.01% 7.4K shares	Q4 2018 Held for 6y 11m	$28.1M
Aristotle Capital Boston, LLC Long Only Manager	David Michael Adams CEO	1.30% $25.3M	0.77% 444.6K shares	Q2 2025 Held for 5 months	$2.0B
B BOYAR ASSET MANAGEMENT INC Hedge Fund•Value	Mark Alan Boyar President	1.07% $1.7M	0.05% 29.6K shares	≤ Q2 2013 Held for 12y 5m+	$158.0M
INTREPID CAPITAL MANAGEMENT INC Hedge Fund•Value	Mark Forrest Travis CEO	0.97% $2.0M	0.06% 34.9K shares	Q2 2025 Held for 5 months	$204.1M
C CM Management, LLC Institution	-	0.95% $1.1M	0.03% 20.0K shares	Q2 2025 Held for 5 months	$119.9M
SCHULHOFF & CO INC RIA/Wealth	John Meiser Schulhoff President	0.94% $2.1M	0.07% 37.7K shares	≤ Q2 2013 Held for 12y 5m+	$228.0M
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Market Neutral	George Demetrios Papadopoulos CFO	0.90% $14.3M	0.43% 250.8K shares	Q4 2024 Held for 11 months	$1.6B
EARNEST PARTNERS LLC Long Only Manager	Paul Ernest Viera CEO	0.89% $205.5M	6.25% 3.6M shares	Q4 2013 Held for 11y 11m	$23.1B

Hedge Fund Spotlight

Discover hedge funds investing in SMG

Quantbot Technologies LLC

Hedge Fund • Quant

Portfolio ManagerPaul Edward White

Portfolio Value: $3.7B
Positions: 1,694
Last Reported: Q3 2025

Sector Allocation

Position in Scotts Miracle-Gro

Market Value: $3.4M
Shares Held: 59.3K
Portfolio Weight: 0.09%
Owned Since: 2023-Q1

Top Holding	Sector	Market Value	Weight
1 SoFi Technologies, Inc. SOFI	Financial - Credit Services Financial Services	$29.1M	0.79%
2 Lam Research LRCX	Semiconductors Technology	$27.8M	0.75%
3 Honeywell International HON	Conglomerates Industrials	$27.6M	0.75%