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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
Barclays
76
Barclays
United Kingdom
$2.18M -$930K -63,857 -42%
Brown Advisory
77
Brown Advisory
Maryland
$2.15M -$337K -23,148 -21%
ERSOT
78
Employees Retirement System of Texas
Texas
$1.87M +$555K +38,136 +106%
Point72 Asset Management
79
Point72 Asset Management
Connecticut
$1.86M -$16.1M -1,106,162 -94%
LCM
80
Legato Capital Management
California
$1.85M +$63.9K +4,385 +6%
ECM
81
ExodusPoint Capital Management
New York
$1.74M +$1M +68,798 New
SFI
82
Susquehanna Fundamental Investments
Pennsylvania
$1.66M +$957K +65,690 New
ETCM
83
Evolutionary Tree Capital Management
Virginia
$1.65M +$951K +65,282 New
SPFA
84
Summit Place Financial Advisors
New Jersey
$1.61M -$18.4K -1,260 -2%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$1.46M -$380K -26,107 -31%
Cerity Partners
86
Cerity Partners
New York
$1.4M +$5.2K +357 +0.6%
T. Rowe Price Associates
87
T. Rowe Price Associates
Maryland
$1.39M +$259K +17,750 +48%
MIM
88
MetLife Investment Management
New Jersey
$1.3M
AIS
89
AM Investment Strategies
Tennessee
$1.26M
AIG
90
American International Group
New York
$1.22M +$2.75K +189 +0.4%
Janus Henderson Group
91
Janus Henderson Group
United Kingdom
$1.2M +$131 +9 +0%
FC
92
FORA Capital
Florida
$1.18M +$678K +46,529 New
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.17M +$9.53K +654 +1%
SEI Investments
94
SEI Investments
Pennsylvania
$1.11M +$640K +43,947 New
Wells Fargo
95
Wells Fargo
California
$1.05M -$99.9K -6,861 -14%
Osaic Holdings
96
Osaic Holdings
Arizona
$1.03M +$506K +34,734 +567%
AG
97
Algert Global
California
$1.02M +$588K +40,360 New
RCA
98
Riverview Capital Advisers
Massachusetts
$1.01M
New York State Common Retirement Fund
99
New York State Common Retirement Fund
New York
$1.01M -$422 -29 -0.1%
ACM
100
Aquatic Capital Management
Illinois
$990K +$571K +39,200 New

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.