Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Scotts Miracle-Gro Co (SMG)

434 + 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
↑ +8
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — SMG

Based on 438 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SMG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
438 hedge funds hold SMG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding SMG is almost the same as a year ago (+1 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 57% buying

240 buying179 selling
Last quarter: 240 funds bought or added vs 179 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new SMG position: 95 → 67 → 57 → 65. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 19% medium ■ 14% new
291 out of 438 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

69 → 95 → 67 → 57 → 65 new funds/Q
New funds entering each quarter: 95 → 67 → 57 → 65. 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.
🏛️

Veteran-anchored — 73% veterans vs 18% newcomers

■ 73% veterans ■ 9% 1-2yr ■ 18% new
Entry-cohort mix of 452 holders: 332 (73%) are 2+ year veterans, 40 entered 1–2 years ago, and 80 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
51 of 436 holders are among the 100 largest funds by AUM, controlling 45% 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.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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.

Institutional Sentiment Summary — SMG

In 2026 Q1, 240 hedge funds were net buyers of SMG (65 opened a new position, 175 added to an existing one), while 179 reduced or exited (122 trimmed, 57 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 45% of total institutional value in SMG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 438.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Scotts Miracle-Gro Co (SMG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SMG has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 46d ago
SMG
-10.5%
SPY
+4.0%

SMG outperformed SPY by -14.5% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 1d ago
SMG
+0.0%
SPY
+0.0%

Since the filing became public, SMG outperformed SPY by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

35 top-rated funds 1 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: SMG
2026 Q2 Stats Unlock in 4 days 434 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 434 429 1.17%
13F Shares 47M 45M 4.78%
Total Value $2.81B $2.60B 8.17%
New Positions 63 57 +6
Increased Positions 172 121 +51
Closed Positions 58 81 -23
Reduced Positions 117 180 -63
Total Calls 6 10 -40.0%
Total Puts 10 10 -
PUT/CALL Ratio 1.67 1.0 Bearish

Statistics: SMG

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
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) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

434 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 SMG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kestrel Investment Management Corp 3.52% 95,050 $6.5M
2 Harvey Partners, LLC 2.53% 542,727 $37.0M
3 Barnett & Company, Inc. 1.99% 39,489 $2.7M
4 Compass Wealth Management LLC 1.65% 128,123 $8.7M
5 Boyar Asset Management INC. 1.44% 36,968 $2.5M
6 Aristotle Capital Boston, LLC 1.43% 312,242 $21.3M
7 Carolina Wealth Advisors, LLC 1.15% 43,263 $2.9M
8 Schulhoff & Co Inc 1.01% 36,856 $2.5M
9 Ariel Investments, LLC 0.96% 1,410,981 $96.1M
10 Earnest Partners LLC 0.89% 3,630,876 $247.3M
11 Intrepid Capital Management Inc 0.87% 35,930 $2.4M
12 CM Management, LLC 0.87% 20,000 $1.4M
13 Mork Capital Management, LLC 0.83% 19,060 $1.3M
14 Icon Advisers Inc/Co 0.81% 63,000 $4.3M
15 Stansberry Asset Management, LLC 0.80% 128,650 $8.8M
16 Independent Family Office, LLC 0.80% 29,342 $2.0M
17 Sound Income Strategies, LLC 0.68% 223,472 $15.2M
18 Brandes Investment Partners, LP 0.64% 1,335,820 $91.0M
19 Scott & Selber, Inc. 0.50% 34,629 $2.4M
20 Pavion Blue Capital, LLC 0.48% 17,684 $1.2M
21 Epoch Investment Partners, Inc. 0.47% 1,223,231 $83.3M
22 PARK CIRCLE Co 0.45% 7,820 $533K
23 Monarch Capital Management Inc 0.38% 24,077 $1.6M
24 Ceredex Value Advisors LLC 0.34% 175,025 $11.9M
25 Interval Partners, LP 0.33% 190,627 $13.0M
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SMG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SMG?

Slight buying edge — 57% buying: Last quarter: 240 funds bought or added vs 179 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SMG holders?

Elite ownership — 45% AUM from top-100 funds: 51 of 436 holders are among the 100 largest funds by AUM, controlling 45% 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?

66% of holders stayed for 2+ years: 291 out of 438 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.

Is it too late to buy Scotts Miracle-Gro Co (SMG) following the 2026 Q2 hedge fund 13F filings?

As of today, SMG has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), SMG has gained -10.5% vs +4.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Full history →