We are live on ! Find out more
FWRG icon

First Watch Restaurant Group
FWRG

70 hedge funds and large institutions have $963M invested in First Watch Restaurant Group in 2021 Q4 according to their latest regulatory filings, with 70 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

97.32% more ownership

Funds ownership: 0% → 97.32% (+97%)

Holders
70
Holders Change
+70
Holders Change %
–
% of All Funds
1.08%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
70
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AI
Advent International
Massachusetts
+$931M
2
GIM
Granahan Investment Management
Massachusetts
+$29.6M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$25.5M
4
BlackRock
BlackRock
New York
+$22.7M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$22.6M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$102K +$121K +6,085 New
AIG
52
American International Group
New York
$98K +$116K +5,834 New
PHK
53
Point72 Hong Kong
Hong Kong
$69K +$82.6K +4,145 New
UBS Group
54
UBS Group
Switzerland
$58K +$68.4K +3,433 New
Citigroup
55
Citigroup
New York
$57K +$67.7K +3,397 New
DWP
56
Destiny Wealth Partners
Florida
$49K +$58.2K +2,922 New
SO
57
STRS Ohio
Ohio
$41K +$49.8K +2,500 New
CCMW
58
Cypress Capital Management (Wyoming)
Wyoming
$39K +$46.8K +2,350 New
CT
59
Caldwell Trust
Florida
$20.1K +$23.9K +1,200 New
TRCT
60
Tower Research Capital (TRC)
New York
$17K +$19.8K +995 New
Legal & General Group
61
Legal & General Group
United Kingdom
$17K +$20.6K +1,034 New
AIP
62
Ameritas Investment Partners
Nebraska
$14K +$16.9K +848 New
Osaic Holdings
63
Osaic Holdings
Arizona
$8K +$9.56K +480 New
TWM
64
Tradition Wealth Management
Minnesota
$8K +$9.96K +500 New
APA
65
American Portfolios Advisors
New York
$4.02K +$4.78K +240 New
SPIA
66
Steward Partners Investment Advisory
New York
$4K +$4.98K +250 New
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$1K +$1.53K +77 New
DFCM
68
Dark Forest Capital Management
Puerto Rico
$1K +$1.73K +87 New
Lazard Asset Management
69
Lazard Asset Management
New York
$1K +$1.73K +87 New
RG
70
Retirement Group
California
– +$359 +18 New
1 2
3

FWRG Hedge Fund Activity: Q4 2021 in Review

70 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Watch Restaurant Group (FWRG) for Q4 2021, worth a combined $963M.

Buyers outnumbered sellers: 70 funds opened new FWRG positions and 0 closed out — a net gain of 70 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Advent International, opening a new position worth an estimated $931M.

  • 70 institutional investors held First Watch Restaurant Group (FWRG) as of Q4 2021, up from 0 in Q3 2021.
  • Funds reported $963M of First Watch Restaurant Group stock for Q4 2021.
  • 70 funds opened new First Watch Restaurant Group positions in Q4 2021 and 0 closed out, a net change of +70 holders.
  • The largest First Watch Restaurant Group buyer in Q4 2021 was Advent International, an estimated $931M added.

Based on aggregated 13F filings for Q4 2021.