We are live on ! Find out more
SG icon

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.

New
Increased
Maintained
Reduced
Closed

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: 46 (+2)

12% more funds holding

Funds holding: 174195 (+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

Holders
195
Holders Change
+21
Holders Change %
+12.07%
% of All Funds
2.81%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
61
Increased
51
Reduced
57
Closed
39
Calls
$76.2M
Puts
$72.5M
Net Calls
+$3.75M
Net Calls Change
+$14.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TP
26
Teca Partners
Texas
$19.4M +$279K +19,172 +3%
Charles Schwab
27
Charles Schwab
California
$18.7M +$110K +7,571 +1%
SIMG
28
Stephens Investment Management Group
Texas
$15.9M +$9.16M +628,693 New
AIM
29
Artemis Investment Management
United Kingdom
$15M +$8.68M +595,723 New
Lord, Abbett & Co
30
Lord, Abbett & Co
New Jersey
$13.9M +$8M +549,166 New
Citadel Advisors
31
Citadel Advisors
Florida
$13M -$20.9M -1,437,274 -74%
Pathstone Holdings
32
Pathstone Holdings
New Jersey
$12.5M -$2.91M -200,072 -29%
Marshall Wace
33
Marshall Wace
United Kingdom
$12.2M -$5.01M -343,965 -42%
PC
34
Pier Capital
Connecticut
$11.9M +$3.17M +217,808 +86%
Millennium Management
35
Millennium Management
New York
$11.4M -$16.9M -1,161,674 -72%
Bank of America
36
Bank of America
North Carolina
$10.4M +$3.85M +264,131 +177%
DKCM
37
Davidson Kempner Capital Management
New York
$10.4M +$5.98M +410,400 New
OCM
38
Osterweis Capital Management
California
$9.6M +$5.54M +380,130 New
Goldman Sachs
39
Goldman Sachs
New York
$9.35M -$2.44M -167,475 -31%
Victory Capital Management
40
Victory Capital Management
Texas
$9.31M +$5.19M +356,616 +2,964%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$8.12M -$234K -16,063 -5%
Voloridge Investment Management
42
Voloridge Investment Management
Florida
$8.1M +$4.67M +320,791 New
CCPM
43
Cooper Creek Partners Management
New York
$7.89M +$4.55M +312,224 New
TRSOTSOK
44
Teachers Retirement System of the State of Kentucky
Kentucky
$7.82M +$218K +14,948 +5%
EGI
45
EAM Global Investors
California
$5.92M +$3.41M +234,449 New
Deutsche Bank
46
Deutsche Bank
Germany
$5.42M +$55.2K +3,791 +2%
EI
47
EAM Investors
California
$5.26M +$3.03M +208,348 New
BAM
48
Bosun Asset Management
Illinois
$5.09M +$2.94M +201,618 New
PAM
49
Panagora Asset Management
Massachusetts
$4.57M -$20.2K -1,386 -0.8%
Jane Street
50
Jane Street
New York
$4.53M -$535K -36,732 -17%

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.