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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
AI
1
Advent International
Massachusetts
$783M +$931M +46,739,784 New
GIM
2
Granahan Investment Management
Massachusetts
$24.9M +$29.6M +1,483,694 New
Federated Hermes
3
Federated Hermes
Pennsylvania
$21.5M +$25.5M +1,280,300 New
BlackRock
4
BlackRock
New York
$19.1M +$22.7M +1,139,835 New
Neuberger Berman Group
5
Neuberger Berman Group
New York
$19M +$22.6M +1,134,918 New
Brown Advisory
6
Brown Advisory
Maryland
$18.5M +$22M +1,105,644 New
KCM
7
Kornitzer Capital Management
Kansas
$11.7M +$13.9M +700,000 New
RCMC
8
RK Capital Management (Colorado)
Colorado
$8.66M +$10.3M +516,800 New
Vanguard Group
9
Vanguard Group
Pennsylvania
$7.32M +$8.7M +436,657 New
LCP
10
LGT Capital Partners
Switzerland
$5.46M +$6.48M +325,470 New
Citadel Advisors
11
Citadel Advisors
Florida
$5.41M +$6.43M +322,505 New
AIM
12
Artemis Investment Management
United Kingdom
$5.36M +$6.36M +319,468 New
Ameriprise
13
Ameriprise
Minnesota
$3.86M +$4.59M +230,350 New
Geode Capital Management
14
Geode Capital Management
Massachusetts
$3.21M +$3.81M +191,477 New
Fidelity Investments
15
Fidelity Investments
Massachusetts
$2.09M +$2.48M +124,600 New
State Street
16
State Street
Massachusetts
$1.89M +$2.25M +112,994 New
Millennium Management
17
Millennium Management
New York
$1.69M +$2M +100,575 New
CCM
18
CAAS Capital Management
New York
$1.68M +$1.99M +100,000 New
Northern Trust
19
Northern Trust
Illinois
$1.55M +$1.84M +92,534 New
Goldman Sachs
20
Goldman Sachs
New York
$1.42M +$1.69M +84,587 New
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$1.19M +$1.41M +70,704 New
Charles Schwab
22
Charles Schwab
California
$1.17M +$1.39M +69,720 New
Vontobel Holding
23
Vontobel Holding
Switzerland
$876K +$1.05M +52,781 New
RCMU
24
Rokos Capital Management (UK)
United Kingdom
$849K +$996K +50,000 New
State of Wisconsin Investment Board
25
State of Wisconsin Investment Board
Wisconsin
$838K +$996K +50,000 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.