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.
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: 238 → 273 (+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: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
+$122M |
| 2 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
+$33M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$27.1M |
| 4 |
Renaissance Technologies
New York
|
+$26.5M |
| 5 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$22.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$36.3M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$24.5M |
| 3 |
Voloridge Investment Management
Jupiter,
Florida
|
-$24.3M |
| 4 |
D.E. Shaw & Co
New York
|
-$23.5M |
| 5 |
DKCM
Davidson Kempner Capital Management
New York
|
-$17.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
301
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$19.2K | -612 | Closed |
|
|
MTC
302
Matrix Trust Company
Denver,
Colorado
| – | -$14K | -477 | Closed |
|
|
CAL
303
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | -$7K | -240 | Closed |
|
|
CP
304
Castleview Partners
Dallas,
Texas
| – | -$3.31K | -110 | Closed |
|
|
FFL
305
Financial Freedom LLC
Cincinnati,
Ohio
| – | -$1.45K | -48 | Closed |
|
|
CFO
306
CVA Family Office
Denver,
Colorado
| – | -$452 | -15 | Closed |
|
307
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$211 | -7 | Closed |
|
|
GI
308
Gradient Investments
Arden Hills,
Minnesota
| – | -$151 | -5 | Closed |
|
309
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$90 | -3 | Closed |
|
310
Twin Tree Management
Dallas,
Texas
| – | -$60 | -2 | Closed |
|
|
BHWM
311
Beaird Harris Wealth Management
Dallas,
Texas
| – | -$20 | -1 | 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.