Sweetgreen
195 hedge funds and large institutions have $2.24B invested in Sweetgreen in 2024 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 51 increasing their positions, 57 reducing their positions, and 39 closing their positions.
127% more capital invested
Capital invested by funds: $986M → $2.24B (+$1.25B)
56% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 39
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
12% more funds holding
Funds holding: 174 → 195 (+21)
5% more call options, than puts
Call options by funds: $76.2M | Put options by funds: $72.5M
0.79% more ownership
Funds ownership: 87.8% → 88.59% (+0.79%)
11% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 57
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$27.4M |
| 2 |
Two Sigma Advisers
New York
|
+$18.2M |
| 3 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
+$16.8M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$16.3M |
| 5 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$13.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACG
Anchorage Capital Group
New York
|
-$38.7M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$20.9M |
| 3 |
Millennium Management
New York
|
-$16.9M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$16.1M |
| 5 |
Morgan Stanley
New York
|
-$13.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
226
Bourgeon Capital Management
Darien,
Connecticut
| – | -$28.3K | -2,500 | Closed |
|
227
Bessemer Group
Woodbridge,
New Jersey
| – | -$22K | -1,922 | Closed |
|
|
ASN
228
Advisory Services Network
Atlanta,
Georgia
| – | -$13K | -1,150 | Closed |
|
|
MIM
229
Macroview Investment Management
Bethesda,
Maryland
| – | -$7.58K | -671 | Closed |
|
|
PMEF
230
Point72 Middle East FZE
Dubai,
United Arab Emirates
| – | -$5.14K | -455 | Closed |
|
|
AT
231
Arlington Trust
Birmingham,
Alabama
| – | -$3.39K | -300 | Closed |
|
|
LSA
232
Leonteq Securities AG
Zurich,
Switzerland
| – | -$2.1K | -186 | Closed |
|
|
FIA
233
FNY Investment Advisers
New York
| – | -$1K | -150 | Closed |
|
|
C
234
Covestor
London,
United Kingdom
| – | -$15 | -1 | -13% |
|
SG Hedge Fund Activity: Q1 2024 in Review
195 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Sweetgreen (SG) for Q1 2024, worth a combined $2.24B — up 127% from $986M a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new SG positions and 39 closed out — a net gain of 22 holders — while 51 added to existing stakes and 57 trimmed.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $27.4M. The largest seller was Anchorage Capital Group, exiting entirely with an estimated $38.7M sold.
- 195 institutional investors held Sweetgreen (SG) as of Q1 2024, up from 174 in Q4 2023.
- Funds reported $2.24B of Sweetgreen stock for Q1 2024, up 127% quarter-over-quarter.
- 61 funds opened new Sweetgreen positions in Q1 2024 and 39 closed out, a net change of +22 holders.
- The largest Sweetgreen buyer in Q1 2024 was Wellington Management Group, an estimated $27.4M added.
- The largest Sweetgreen seller in Q1 2024 was Anchorage Capital Group, an estimated $38.7M sold.
Based on aggregated 13F filings for Q1 2024.