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First Watch Restaurant Group
FWRG

Overview Fund Activity

152 hedge funds and large institutions have $1.27B invested in First Watch Restaurant Group in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 67 increasing their positions, 28 reducing their positions, and 22 closing their positions.

Holders
152
Holders Change
+20
Holders Change %
+15.15%
% of All Funds
2.02%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
44
Increased
67
Reduced
28
Closed
22
Calls
$734K
Puts
$54K
Net Calls
+$680K
Net Calls Change
+$766K

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$39.1M
2
CIP
2
Champlain Investment Partners
Vermont
$48.1M
3
UBS Group
3
UBS Group
Switzerland
$16.5M
4
MIIM
4
Mesirow Institutional Investment Management
Illinois
$15.5M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$12.7M

Top Sellers

1
AI
1
Advent International
Massachusetts
$357M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$4.55M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$21.5M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$12.6M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$2.61M
Name Market Value Shares Shares
Change 		Shares
Change %
SIMG
26
Stephens Investment Management Group
Texas
$12.9M 693,359 +189,681 +38%
ClearBridge Investments
27
ClearBridge Investments
New York
$12.7M 684,155 +684,155 New
Neuberger Berman Group
28
Neuberger Berman Group
New York
$12.6M 676,222 -188,654 -22%
Bank of America
29
Bank of America
North Carolina
$10.8M 581,598 -105,730 -15%
Allspring Global Investments
30
Allspring Global Investments
North Carolina
$10.7M 576,890 +49,826 +9%
Citadel Advisors
31
Citadel Advisors
Florida
$10M 538,285 +538,285 New
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$9.67M 519,637 +176,350 +51%
UBS AM
33
UBS AM
Illinois
$9.25M 496,891 -73,989 -13%
KCM
34
Kornitzer Capital Management
Kansas
$8.89M 477,637 – –
WA
35
Wasatch Advisors
Utah
$8.77M 470,989 +470,989 New
Morgan Stanley
36
Morgan Stanley
New York
$8.75M 470,367 +22,088 +5%
Balyasny Asset Management
37
Balyasny Asset Management
Illinois
$8.72M 468,542 +440,423 +1,566%
Goldman Sachs
38
Goldman Sachs
New York
$8.68M 466,265 -4,047 -0.9%
MOACM
39
Mutual of America Capital Management
New York
$7.25M 389,730 +20,716 +6%
AC
40
Armistice Capital
New York
$6.98M 375,000 +375,000 New
ACH
41
ArrowMark Colorado Holdings
Colorado
$6.54M 351,642 +23,441 +7%
Charles Schwab
42
Charles Schwab
California
$5.77M 309,851 +58,448 +23%
Northern Trust
43
Northern Trust
Illinois
$5.65M 303,829 +42,444 +16%
Ameriprise
44
Ameriprise
Minnesota
$4.65M 249,743 +39,539 +19%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$4.55M 244,249 -381,274 -61%
Squarepoint
46
Squarepoint
New York
$4.52M 243,101 +72,829 +43%
Marshall Wace
47
Marshall Wace
United Kingdom
$4.13M 221,702 +201,289 +986%
Two Sigma Investments
48
Two Sigma Investments
New York
$3.94M 211,865 +130,169 +159%
Tudor Investment Corp
49
Tudor Investment Corp
Connecticut
$2.92M 157,107 +157,107 New
LCM
50
Landscape Capital Management
New Jersey
$2.77M 148,904 +148,904 New
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