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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
VWM
251
Venturi Wealth Management
Texas
$4.54K +$3.89K +128 New
Bessemer Group
252
Bessemer Group
New Jersey
$4K +$3.19K +105 New
PA
253
Parallel Advisors
California
$3.86K +$3.25K +107 +5,350%
SCM
254
Sterling Capital Management
North Carolina
$3.58K +$3.07K +101 New
RIL
255
Rothschild Investment LLC
Illinois
$3.54K +$2.13K +70 +233%
GI
256
GAMMA Investing
California
$1.88K +$1.61K +53 New
Skandinaviska Enskilda Banken (SEB)
257
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.56K +$1.34K +44 New
SRCM
258
Signature Resources Capital Management
California
$1.42K
CPA
259
Capital Performance Advisors
California
$1.1K +$941 +31 New
HCM
260
Horrell Capital Management
Arkansas
$1K +$547 +18 New
SPIA
261
Steward Partners Investment Advisory
New York
$993 +$850 +28 New
LFG
262
Larson Financial Group
Missouri
$567 +$486 +16 New
PS
263
Principal Securities
Iowa
$496 -$2K -66 -83%
RAM
264
Riggs Asset Management
Pennsylvania
$390 +$334 +11 New
CA
265
Crewe Advisors
Utah
$355
SIC
266
Salem Investment Counselors
North Carolina
$284 +$243 +8 New
CA
267
CoreCap Advisors
Michigan
$248 +$213 +7 New
AF
268
Allworth Financial
California
$178 -$30 -1 -17%
S
269
SignatureFD
Georgia
$142 +$121 +4 New
IA
270
IFP Advisors
Florida
$122 +$61 +2 +100%
MG
271
Mather Group
Illinois
$79 +$61 +2 New
WBC
272
West Branch Capital
Massachusetts
$71 +$61 +2 New
D.E. Shaw & Co
273
D.E. Shaw & Co
New York
-$23.5M -772,964 Closed
DKCM
274
Davidson Kempner Capital Management
New York
-$17.3M -575,000 Closed
Marshall Wace
275
Marshall Wace
United Kingdom
-$11.1M -369,766 Closed

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.