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Sweetgreen
SG

99 hedge funds and large institutions have $2.04B invested in Sweetgreen in 2021 Q4 according to their latest regulatory filings, with 99 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $4.64M | Put options by funds: $2.53M

70.06% more ownership

Funds ownership: 0% → 70.06% (+70%)

Holders
99
Holders Change
+99
Holders Change %
–
% of All Funds
1.52%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.06%
New
99
Increased
–
Reduced
–
Closed
–
Calls
$4.64M
Puts
$2.53M
Net Calls
+$2.11M
Net Calls Change
+$2.11M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$430M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$359M
3
RGMC
Revolution Growth Management Company
District of Columbia
+$211M
4
DCP
D1 Capital Partners
New York
+$208M
5
ACG
Anchorage Capital Group
New York
+$183M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
76
Bourgeon Capital Management
Connecticut
$64K +$67.7K +2,000 New
JP Morgan Chase
77
JP Morgan Chase
New York
$53K +$56.3K +1,664 New
AI
78
AdvisorShares Investments
Maryland
$46K +$49K +1,448 New
FF
79
FourThought Financial
Florida
$30K +$31.8K +939 New
EBA
80
Eagle Bay Advisors
New York
$29K +$30.2K +892 New
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$22K +$23.7K +700 New
Simplex Trading
82
Simplex Trading
Illinois
$19K +$20.3K +600 New
MW
83
Milestone Wealth
New York
$17K +$17.7K +522 New
WTA
84
Washington Trust Advisors
Massachusetts
$16K +$17.2K +507 New
Osaic Holdings
85
Osaic Holdings
Arizona
$15K +$16.4K +483 New
TFA
86
Toth Financial Advisory
Virginia
$13K +$13.5K +400 New
CWS
87
Confluence Wealth Services
Pennsylvania
$12K +$13.5K +400 New
CA
88
Cornerstone Advisory
Maryland
$10K +$10.2K +300 New
NSIM
89
North Star Investment Management
Illinois
$10K +$10.2K +300 New
MWC
90
MBM Wealth Consultants
Missouri
$5K +$5.42K +160 New
National Bank of Canada
91
National Bank of Canada
Quebec, Canada
$3K +$2.91K +86 New
OC
92
Oakworth Capital
Alabama
$3K +$3.38K +100 New
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$3K +$3.38K +100 New
BAM
94
Bellevue Asset Management
Washington
$2K +$1.73K +51 New
Legal & General Group
95
Legal & General Group
United Kingdom
$2K +$2.34K +69 New
APA
96
American Portfolios Advisors
New York
$1.18K +$1.25K +37 New
HPC
97
HM Payson & Co
Maine
– +$68 +2 New
S
98
SignatureFD
Georgia
– +$508 +15 New
FIA
99
FNY Investment Advisers
New York
– +$846 +25 New
1 2 3
4

SG Hedge Fund Activity: Q4 2021 in Review

99 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Sweetgreen (SG) for Q4 2021, worth a combined $2.04B.

Buyers outnumbered sellers: 99 funds opened new SG positions and 0 closed out — a net gain of 99 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $430M.

  • 99 institutional investors held Sweetgreen (SG) as of Q4 2021, up from 0 in Q3 2021.
  • Funds reported $2.04B of Sweetgreen stock for Q4 2021.
  • 99 funds opened new Sweetgreen positions in Q4 2021 and 0 closed out, a net change of +99 holders.
  • The largest Sweetgreen buyer in Q4 2021 was Fidelity Investments, an estimated $430M added.

Based on aggregated 13F filings for Q4 2021.