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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
Franklin Resources
101
Franklin Resources
California
$967K -$11.4K -786 -2%
Simplex Trading
102
Simplex Trading
Illinois
$949K +$517K +35,500 +1,700%
OC
103
Oppenheimer & Co
New York
$922K +$532K +36,498 New
TSS
104
Two Sigma Securities
New York
$920K -$95.5K -6,558 -15%
Connor, Clark & Lunn Investment Management (CC&L)
105
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$882K +$509K +34,924 New
Holocene Advisors
106
Holocene Advisors
New York
$881K +$508K +34,881 New
Cetera Investment Advisers
107
Cetera Investment Advisers
Illinois
$863K +$497K +34,151 New
CAN
108
Cetera Advisor Networks
California
$860K +$496K +34,050 New
VOYA Investment Management
109
VOYA Investment Management
Georgia
$805K -$102K -6,991 -18%
M
110
Mirova
France
$799K +$252K +17,311 +121%
CSPIA
111
Cary Street Partners Investment Advisory
Virginia
$763K +$440K +30,200 New
RJA
112
Raymond James & Associates
Florida
$735K +$125K +8,587 +42%
BCM
113
Bayesian Capital Management
New York
$699K +$220K +15,100 +120%
Prudential Financial
114
Prudential Financial
New Jersey
$691K +$398K +27,344 New
BHCM
115
Brevan Howard Capital Management
Jersey
$611K +$352K +24,189 New
GCP
116
GSA Capital Partners
United Kingdom
$601K -$1.41M -97,025 -80%
Citigroup
117
Citigroup
New York
$587K +$139K +9,524 +69%
M&T Bank
118
M&T Bank
New York
$570K +$328K +22,544 New
STA
119
Summit Trail Advisors
New York
$545K +$6.31K +433 +2%
BFM
120
Boston Financial Management
Massachusetts
$545K -$51K -3,500 -14%
OAM
121
Oppenheimer Asset Management
New York
$497K -$48.9K -3,359 -15%
QT
122
Quantbot Technologies
New York
$490K +$282K +19,390 New
Stifel Financial
123
Stifel Financial
Missouri
$484K +$279K +19,168 New
Verition Fund Management
124
Verition Fund Management
Connecticut
$450K -$10.6M -730,184 -98%
ProShare Advisors
125
ProShare Advisors
Maryland
$444K +$23.1K +1,585 +10%

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.