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The Scotts Miracle-Gro Company

SMG Materials
$63.88 +$2.87 (4.70%)
Market Cap: $3.71 B
Gurus Holding
7
Popularity Rank
#1195
% of Shares Held
2.03%
Net Activity (Q4 2025)
-$35.17 M

Guru Ownership Trend

Guru Analysis for The Scotts Miracle-Gro Company (SMG)

The Scotts Miracle-Gro Company (SMG), a key player in the Materials sector, continues to attract institutional attention.

As of Q4 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $75.21 M.

Top institutional holders include Mario Gabelli and Cliff Asness.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $35.17 M net outflow during the quarter.

Recent activity highlights Ray Dalio who increased their stake by 85.5%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 85.0%.

Key Holders

Top 5 by Value

$22.59 M
$22.26 M
$9.8 M
$4.99 M
$3.36 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$3.55 M
Total Buy Value
New Buys 0
Additions 2
-$38.73 M
Total Sell Value
Reductions 4
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
5
Net Buyers
2

FAQs for The Scotts Miracle-Gro Company (SMG)

Major holders include Mario Gabelli ($22.59 M), Cliff Asness ($22.26 M), Tom Gayner ($9.8 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 1.18 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $35.17 M, with 2 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited SMG. The total reported sell value was $38.73 M.

Yes, 0 managers opened new positions in SMG, and 2 increased their existing holdings. The total reported buy value was $3.55 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.22% Add 9.7% 387,170 $22.59 M Q4 2025
0.01% Reduce -23.7% 386,788 $22.26 M Q4 2025
0.08% 168,000 $9.8 M Q4 2025
0.02% Reduce -33.8% 85,470 $4.99 M Q4 2025
0.01% Add 85.5% 57,620 $3.36 M Q4 2025
0.00% Reduce -85.0% 54,500 $3.18 M Q4 2025
0.00% Reduce -5.5% 37,858 $2.21 M Q4 2025
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