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Sweetgreen

293 hedge funds and large institutions have $3.27B invested in Sweetgreen in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 113 increasing their positions, 82 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 42

38% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 82

7% more funds holding

Funds holding: 273293 (+20)

0% less call options, than puts

Call options by funds: $112M | Put options by funds: $112M

1.25% less ownership

Funds ownership: 99.97%98.72% (-1.2%)

9% less capital invested

Capital invested by funds: $3.61B → $3.27B (-$333M)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
293
Holders Change
+20
Holders Change %
+7.33%
% of All Funds
3.86%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
63
Increased
113
Reduced
82
Closed
42
Calls
$112M
Puts
$112M
Net Calls
-$34K
Net Calls Change
-$70.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
76
Comerica Bank
Texas
$4.31M +$3.69M +98,956 +278%
Jane Street
77
Jane Street
New York
$4.08M +$1.94M +52,147 +69%
OLA
78
Oliver Luxxe Assets
New Jersey
$3.83M +$2.15M +57,841 +104%
Legal & General Group
79
Legal & General Group
United Kingdom
$3.72M +$206K +5,526 +5%
Connor, Clark & Lunn Investment Management (CC&L)
80
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.71M +$870K +23,365 +25%
EI
81
EAM Investors
California
$3.66M -$796K -21,366 -16%
Brown Advisory
82
Brown Advisory
Maryland
$3.56M +$75 +2 +0%
CM
83
Castleark Management
Illinois
$3.54M -$174K -4,670 -4%
Russell Investments Group
84
Russell Investments Group
United Kingdom
$3.42M -$281K -7,553 -7%
GCM
85
Graham Capital Management
Connecticut
$3.34M +$801K +21,512 +26%
AllianceBernstein
86
AllianceBernstein
Tennessee
$3.3M +$48.4K +1,300 +1%
PP
87
PDT Partners
New York
$3.29M +$144K +3,862 +4%
Principal Financial Group
88
Principal Financial Group
Iowa
$3.27M -$1.8M -48,386 -32%
Wells Fargo
89
Wells Fargo
California
$3.15M +$1.12M +30,022 +44%
OAM
90
Oberweis Asset Management
Illinois
$3.08M +$22.7K +610 +0.6%
California State Teachers Retirement System (CalSTRS)
91
California State Teachers Retirement System (CalSTRS)
California
$3.05M +$6.45K +173 +0.2%
Citigroup
92
Citigroup
New York
$2.83M +$472K +12,681 +17%
T. Rowe Price Associates
93
T. Rowe Price Associates
Maryland
$2.76M +$269K +7,214 +9%
Tudor Investment Corp
94
Tudor Investment Corp
Connecticut
$2.61M +$2.17M +58,280 +251%
Calamos Advisors
95
Calamos Advisors
Illinois
$2.56M +$420K +11,275 +16%
AQR Capital Management
96
AQR Capital Management
Connecticut
$2.53M +$189K +5,084 +7%
EIM
97
Essex Investment Management
Massachusetts
$2.47M -$1.32M -35,510 -32%
ETCM
98
Evolutionary Tree Capital Management
Virginia
$2.46M -$195K -5,235 -6%
LIP
99
Liontrust Investment Partners
United Kingdom
$2.41M +$2.8M +75,123 New
ERSOT
100
Employees Retirement System of Texas
Texas
$2.38M

SG Hedge Fund Activity: Q4 2024 in Review

293 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Sweetgreen (SG) for Q4 2024, worth a combined $3.27B — down 9.2% from $3.61B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new SG positions and 42 closed out — a net gain of 21 holders — while 113 added to existing stakes and 82 trimmed.

The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $61.1M. The largest seller was Renaissance Technologies, cutting an estimated $47.8M.

  • 293 institutional investors held Sweetgreen (SG) as of Q4 2024, up from 273 in Q3 2024.
  • Funds reported $3.27B of Sweetgreen stock for Q4 2024, down 9.2% quarter-over-quarter.
  • 63 funds opened new Sweetgreen positions in Q4 2024 and 42 closed out, a net change of +21 holders.
  • The largest Sweetgreen buyer in Q4 2024 was Massachusetts Financial Services, an estimated $61.1M added.
  • The largest Sweetgreen seller in Q4 2024 was Renaissance Technologies, an estimated $47.8M sold.

Based on aggregated 13F filings for Q4 2024.