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First Watch Restaurant Group

99 hedge funds and large institutions have $914M invested in First Watch Restaurant Group in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 29 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,625% more call options, than puts

Call options by funds: $138K | Put options by funds: $8K

28% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 29

19% more capital invested

Capital invested by funds: $768M → $914M (+$145M)

0.02% more ownership

Funds ownership: 95.94%95.96% (+0.02%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 10699 (-7)

29% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 21

Holders
99
Holders Change
-7
Holders Change %
-6.6%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
37
Reduced
29
Closed
21
Calls
$138K
Puts
$8K
Net Calls
+$130K
Net Calls Change
+$95K
Name Holding Trade Value Shares
Change
Change in
Stake
AI
1
Advent International
Massachusetts
$668M
Federated Hermes
2
Federated Hermes
Pennsylvania
$25.4M
Brown Advisory
3
Brown Advisory
Maryland
$20.2M +$2.01M +128,188 +11%
Vanguard Group
4
Vanguard Group
Pennsylvania
$14.3M +$179K +11,454 +1%
GIM
5
Granahan Investment Management
Massachusetts
$14M -$882K -56,374 -6%
BlackRock
6
BlackRock
New York
$13.5M +$1.73M +110,503 +15%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$13.5M +$576K +36,784 +5%
PAMP
8
Polar Asset Management Partners
Ontario, Canada
$11.2M +$1.25M +79,800 +13%
RCMC
9
RK Capital Management (Colorado)
Colorado
$10.4M +$347K +22,200 +4%
Citadel Advisors
10
Citadel Advisors
Florida
$10.4M -$5.74M -366,718 -36%
KCM
11
Kornitzer Capital Management
Kansas
$9.54M
Goldman Sachs
12
Goldman Sachs
New York
$6.95M -$547K -34,915 -7%
Allspring Global Investments
13
Allspring Global Investments
North Carolina
$6.59M +$273K +17,428 +4%
GGHC
14
Gilder Gagnon Howe & Co
New York
$5.9M +$5.75M +367,407 New
Marshall Wace
15
Marshall Wace
United Kingdom
$4.87M -$1.14M -72,670 -19%
LCP
16
LGT Capital Partners
Switzerland
$4.86M -$586K -37,430 -11%
Bank of America
17
Bank of America
North Carolina
$4.68M +$2.66M +170,172 +140%
Morgan Stanley
18
Morgan Stanley
New York
$4.63M +$1.23M +78,640 +38%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$4.6M -$12.5K -798 -0.3%
GKIM
20
GW&K Investment Management
Massachusetts
$4.55M -$12.5K -800 -0.3%
Millennium Management
21
Millennium Management
New York
$4.25M +$3.29M +210,022 +382%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$3.86M +$428K +27,361 +13%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$3.43M +$3.34M +213,500 New
State Street
24
State Street
Massachusetts
$3.37M +$361K +23,075 +12%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$2.71M -$197K -12,591 -7%

FWRG Hedge Fund Activity: Q1 2023 in Review

99 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Watch Restaurant Group (FWRG) for Q1 2023, worth a combined $914M — up 19% from $768M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of FWRG and 15 opened new positions — a net loss of 6 holders — while 29 trimmed existing stakes and 37 added.

The largest buyer was Gilder Gagnon Howe & Co, opening a new position worth an estimated $5.75M. The largest seller was Invesco, exiting entirely with an estimated $11.6M sold.

  • 99 institutional investors held First Watch Restaurant Group (FWRG) as of Q1 2023, down from 106 in Q4 2022.
  • Funds reported $914M of First Watch Restaurant Group stock for Q1 2023, up 19% quarter-over-quarter.
  • 15 funds opened new First Watch Restaurant Group positions in Q1 2023 and 21 closed out, a net change of -6 holders.
  • The largest First Watch Restaurant Group buyer in Q1 2023 was Gilder Gagnon Howe & Co, an estimated $5.75M added.
  • The largest First Watch Restaurant Group seller in Q1 2023 was Invesco, an estimated $11.6M sold.

Based on aggregated 13F filings for Q1 2023.