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Sweetgreen

273 hedge funds and large institutions have $3.61B invested in Sweetgreen in 2024 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 110 increasing their positions, 62 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 39

77% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 62

70% more call options, than puts

Call options by funds: $172M | Put options by funds: $101M

27% more capital invested

Capital invested by funds: $2.83B → $3.61B (+$775M)

15% more funds holding

Funds holding: 238273 (+35)

6.42% more ownership

Funds ownership: 93.55%99.97% (+6.4%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
273
Holders Change
+35
Holders Change %
+14.71%
% of All Funds
3.92%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
75
Increased
110
Reduced
62
Closed
39
Calls
$172M
Puts
$101M
Net Calls
+$70.6M
Net Calls Change
+$64.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CPG
226
Cornerstone Planning Group
New Jersey
$73.7K
HGERS
227
Householder Group Estate & Retirement Specialist
Arizona
$56K -$4.55K -150 -9%
DB
228
Danske Bank
Denmark
$46.1K +$39.5K +1,300 New
Carson Wealth (CWM LLC)
229
Carson Wealth (CWM LLC)
Nebraska
$46K +$16.2K +534 +69%
SWM
230
Spire Wealth Management
Virginia
$45.7K +$39.1K +1,288 New
Nisa Investment Advisors
231
Nisa Investment Advisors
Missouri
$41.7K -$6.04K -199 -14%
TRCT
232
Tower Research Capital (TRC)
New York
$38.3K -$464K -15,273 -93%
HCM
233
Hollencrest Capital Management
California
$35.5K +$30.4K +1,000 New
FDCDDQ
234
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.8K +$21.3K +700 New
HT
235
Headlands Technologies
Illinois
$16.8K +$14.4K +475 New
Optiver Holding
236
Optiver Holding
Netherlands
$15.8K -$29.6K -975 -69%
TFA
237
Toth Financial Advisory
Virginia
$14.4K +$152 +5 +1%
AA
238
Addison Advisors
Vermont
$14.2K
National Bank of Canada
239
National Bank of Canada
Quebec, Canada
$13K +$8.5K +280 +326%
FFO
240
Fortitude Family Office
Arizona
$12.8K +$10.9K +360 New
CA
241
Clearstead Advisors
Ohio
$12.6K +$10.8K +356 New
NC
242
nVerses Capital
Florida
$10.6K +$9.11K +300 New
PCWA
243
Pacific Capital Wealth Advisors
California
$7.83K +$6.71K +221 New
AAP
244
Arax Advisory Partners
Colorado
$7.73K
EBA
245
Eagle Bay Advisors
New York
$7.09K
NSIM
246
North Star Investment Management
Illinois
$7.09K
LC
247
Lindbrook Capital
California
$6.13K +$4.8K +158 +1,053%
FFA
248
Farther Finance Advisors
California
$5.62K +$4.52K +149 +1,490%
Credit Agricole
249
Credit Agricole
France
$4.96K +$425K +14,000 New
CIBC Private Wealth Group
250
CIBC Private Wealth Group
Georgia
$4.75K -$1.52K -50 -27%

SG Hedge Fund Activity: Q3 2024 in Review

273 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Sweetgreen (SG) for Q3 2024, worth a combined $3.61B — up 27% from $2.83B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new SG positions and 39 closed out — a net gain of 36 holders — while 110 added to existing stakes and 62 trimmed.

The largest buyer was Durable Capital Partners, opening a new position worth an estimated $122M. The largest seller was Fidelity Investments, cutting an estimated $36.3M.

  • 273 institutional investors held Sweetgreen (SG) as of Q3 2024, up from 238 in Q2 2024.
  • Funds reported $3.61B of Sweetgreen stock for Q3 2024, up 27% quarter-over-quarter.
  • 75 funds opened new Sweetgreen positions in Q3 2024 and 39 closed out, a net change of +36 holders.
  • The largest Sweetgreen buyer in Q3 2024 was Durable Capital Partners, an estimated $122M added.
  • The largest Sweetgreen seller in Q3 2024 was Fidelity Investments, an estimated $36.3M sold.

Based on aggregated 13F filings for Q3 2024.