Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SCOTTS MIRACLE-GRO CO (SMG)

419 + Investors. Track Smart Money conviction in SMG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -21
Streak
1Q ▼
Buyers last Q
42%

Smart Money Signals — SMG

Based on 403 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SMG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
403 funds currently hold this stock — 92% of the 3.0-year high of 439 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
15 fewer hedge funds hold SMG compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 42% buying

178 buying249 selling
Last quarter: 249 funds reduced or exited vs 178 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 67 → 90 → 64 → 55. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 17% medium ■ 15% new
276 out of 403 hedge funds have held SMG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

65 → 67 → 90 → 64 → 55 new funds/Q
New funds entering each quarter: 67 → 90 → 64 → 55. SMG is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 74% of holders stayed 2+ years

■ 74% veterans ■ 8% 1-2yr ■ 18% new
Of 419 current holders: 308 (74%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
39 of 403 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in SMG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: SMG

How many hedge funds hold SMG — quarterly history vs. share price
Quarterly hedge fund ownership of SMG vs. share price

Market Analysis: SMG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SMG

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

58 top-rated funds 0 high-conviction
Consensus
7.7
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: SMG
2026 Q1 Stats Unlock in 19 days 419 + Investors

Track Smart Money conviction in SMG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 419 444 -5.63%
13F Shares 44M 43M 3.21%
Total Value $2.58B $2.43B 5.93%
New Positions 56 65 -9
Increased Positions 143 161 -18
Closed Positions 77 63 +14
Reduced Positions 200 196 +4
Total Calls 10 12 -16.67%
Total Puts 10 10 -
PUT/CALL Ratio 1.0 0.83 Neutral

Statistics: SMG

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Valuation Measures Data as of: --

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Enterprise Value --
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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

419 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SMG. Verified SEC 13F-HR filings.

Top 25 institutional holders of SMG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Barnett & Company, Inc. 1.86% 39,314 $2.4M
2 Compass Wealth Management LLC 1.84% 122,467 $7.4M
3 DEPRINCE RACE & ZOLLO INC 1.25% 1,087,339 $66.1M
4 Carolina Wealth Advisors, LLC 1.11% 43,933 $2.7M
5 Econ Financial Services Corp 0.69% 24,352 $1.5M
6 Sound Income Strategies, LLC 0.66% 223,771 $13.7M
7 Scott & Selber, Inc. 0.54% 34,695 $2.1M
8 HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 0.45% 56,505 $3K
9 Oak Thistle LLC 0.40% 67,870 $4.1M
10 MONARCH CAPITAL MANAGEMENT INC 0.36% 24,197 $1.5M
11 MITCHELL & PAHL PRIVATE WEALTH, LLC 0.31% 12,620 $767K
12 Investors Research Corp 0.27% 23,034 $1.4M
13 GREATMARK INVESTMENT PARTNERS, INC. 0.25% 34,915 $2.1M
14 PARTHENON LLC 0.19% 27,535 $1.7M
15 DMC Group, LLC 0.19% 4,520 $275K
16 PEREGRINE CAPITAL MANAGEMENT LLC 0.18% 79,000 $4.8M
17 AGP FRANKLIN, LLC 0.17% 5,696 $346K
18 INVESTMENT HOUSE LLC 0.16% 49,965 $3.0M
19 Hilton Head Capital Partners, LLC 0.06% 1,817 $110K
20 FIRST COMMUNITY TRUST NA 0.05% 1,170 $71K
21 CULLEN INVESTMENT GROUP, LTD. 0.05% 6,336 $385K
22 Friedenthal Financial 0.05% 1,585 $96K
23 CONNABLE OFFICE INC 0.05% 7,908 $481K
24 WEDGE CAPITAL MANAGEMENT L L P/NC 0.04% 37,109 $2.3M
25 OPPENHEIMER ASSET MANAGEMENT INC. 0.04% 58,710 $3.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — SCOTTS MIRACLE-GRO CO (SMG)

What does the Smart Money Trend signal show for SMG?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SMG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SMG?

More sellers than buyers — 42% buying: Last quarter: 249 funds reduced or exited vs 178 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for SMG holders?

Elite ownership — 42% AUM from top-100 funds: 39 of 403 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in SMG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SMG?

68% of holders stayed for 2+ years: 276 out of 403 hedge funds have held SMG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.