Free · no sign-up · Q2 2026

Which funds own SMG

Scotts Miracle-gro Co in the Q2 2026 filings. At least 3 of the 91 current managers on file reported a position, worth $54m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding: 3; at least, of 91 current
Combined value: $54m; as reported
Opened: 1; new this quarter
Added to: 2; already held
Trimmed or sold out: 3; 3 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
GAMCO Investors Inc Activist · $11.1bn book	$30m	0.3%	443,810	+$3.9m+10,190	Added
ExodusPoint Capital Management LP Multi-strategy · $15.5bn book	$18m	0.1%	266,865	+$16m+228,098	Added
Farallon Capital Management LLC Long/short equity · $21.7bn book	$6.0m	0.0%	88,000	opened88,000	New

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Markel Group Inc · Activist$10m held before
Winton Group Ltd · Quantitative$5.3m held before
PDT Partners LLC · Quantitative$1.4m held before

Ownership through time

At least 7 of the 93 managers whose filings are on file listed SMG in Q2 2026, against 2 in Q2 2013. 1 manager fewer than in Q1 2026: 1 started a position; 2 listed it again; 2 sold out, by their own filings; 2 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

Farallon Capital Management LLC$6.0m

Largest increases, by shares

Farallon Capital Management LLCnew: 88,000 shares+$6.0m
Bridgewater Associates LP62,401 to 99,119 shares+$2.5m
GAMCO Investors Inc433,620 to 443,810 shares+$694k

Largest decreases, by shares

Schonfeld Strategic Advisors LLC362,531 to 277,804 shares-$5.8m
Arrowstreet Capital LP1,289,974 to 1,227,963 shares-$4.2m

Left it

Markel Group Incwas $10m
PDT Partners LLCwas $1.4m

Manager	First listed	Largest	Q2 2026
Arrowstreet Capital LP	Q1 2026	$84m	$84m
GAMCO Investors Inc	Q3 2014	$30m	$30m
Schonfeld Strategic Advisors LLC	Q1 2016	$38m	$19m
ExodusPoint Capital Management LP	Q4 2018	$18m	$18m
Bridgewater Associates LP	Q1 2018	$6.8m	$6.8m
Farallon Capital Management LLC	Q2 2026	$6.0m	$6.0m
Brevan Howard Capital Management LP	Q2 2023	$4.3m	$4.3m
Fidelity (FMR LLC)	Q4 2016	$536m	last listed Q2 2018
First Eagle Investment Management LLC	Q2 2013	$470m	last listed Q3 2022
MFS Investment Management	Q4 2017	$305m	last listed Q1 2022
T. Rowe Price Associates Inc	Q4 2013	$203m	last listed Q2 2024
Neuberger Berman Group LLC	Q2 2013	$95m	last listed Q3 2018
Millennium Management LLC	Q4 2014	$78m	last listed Q1 2025
Balyasny Asset Management LLC	Q3 2015	$72m	last listed Q4 2025
Point72 Asset Management LP	Q1 2015	$53m	last listed Q4 2024
Marshall Wace LLP	Q2 2021	$53m	last listed Q4 2023
AQR Capital Management LLC	Q2 2024	$52m	last listed Q3 2024

What SMG is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around SMG →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

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The holdings, every quarter, and the week between

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