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Sweetgreen

273 hedge funds and large institutions have $3.61B invested in Sweetgreen in 2024 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 110 increasing their positions, 62 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 39

77% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 62

70% more call options, than puts

Call options by funds: $172M | Put options by funds: $101M

27% more capital invested

Capital invested by funds: $2.83B → $3.61B (+$775M)

15% more funds holding

Funds holding: 238273 (+35)

6.42% more ownership

Funds ownership: 93.55%99.97% (+6.4%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
273
Holders Change
+35
Holders Change %
+14.71%
% of All Funds
3.92%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
75
Increased
110
Reduced
62
Closed
39
Calls
$172M
Puts
$101M
Net Calls
+$70.6M
Net Calls Change
+$64.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HIM
126
Hillsdale Investment Management
Ontario, Canada
$1.76M
MCCP
127
Mission Creek Capital Partners
California
$1.74M +$1.49M +49,186 New
Janus Henderson Group
128
Janus Henderson Group
United Kingdom
$1.67M
EAM
129
EFG Asset Management
Oregon
$1.63M +$394K +12,978 +39%
CSPIA
130
Cary Street Partners Investment Advisory
Virginia
$1.36M +$129K +4,261 +12%
Comerica Bank
131
Comerica Bank
Texas
$1.26M +$1.07M +35,097 +6,964%
Wolverine Trading
132
Wolverine Trading
Illinois
$1.24M +$749K +24,672 +251%
RCG
133
Regatta Capital Group
California
$1.19M
LCGC
134
Legacy Capital Group California
California
$1.15M +$2.92K +96 +0.3%
CCM
135
Cox Capital Management
Massachusetts
$1.09M +$930K +30,620 New
Ensign Peak Advisors
136
Ensign Peak Advisors
Utah
$1.08M
Natixis Advisors
137
Natixis Advisors
Massachusetts
$1.08M +$442K +14,545 +92%
IIM
138
INTECH Investment Management
Florida
$1.04M +$895K +29,476 New
ASRS
139
Arizona State Retirement System
Arizona
$1.03M +$27.7K +913 +3%
Wealth Enhancement Advisory Services
140
Wealth Enhancement Advisory Services
Minnesota
$990K +$16.3K +537 +2%
M&T Bank
141
M&T Bank
New York
$980K +$151K +4,989 +22%
State Board of Administration of Florida Retirement System
142
State Board of Administration of Florida Retirement System
Florida
$978K
OC
143
Oppenheimer & Co
New York
$939K +$72.3K +2,380 +10%
CC
144
Centiva Capital
New York
$936K +$802K +26,399 New
Zurich Cantonal Bank
145
Zurich Cantonal Bank
Switzerland
$881K +$59.2K +1,950 +9%
Cambridge Investment Research Advisors
146
Cambridge Investment Research Advisors
Iowa
$868K +$326K +10,734 +78%
Rockefeller Capital Management
147
Rockefeller Capital Management
New York
$844K -$676K -22,275 -48%
Tudor Investment Corp
148
Tudor Investment Corp
Connecticut
$823K -$4.22M -138,934 -86%
OAM
149
Oppenheimer Asset Management
New York
$814K -$94.7K -3,120 -12%
RJA
150
Raymond James & Associates
Florida
$798K +$216K +7,097 +46%

SG Hedge Fund Activity: Q3 2024 in Review

273 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Sweetgreen (SG) for Q3 2024, worth a combined $3.61B — up 27% from $2.83B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new SG positions and 39 closed out — a net gain of 36 holders — while 110 added to existing stakes and 62 trimmed.

The largest buyer was Durable Capital Partners, opening a new position worth an estimated $122M. The largest seller was Fidelity Investments, cutting an estimated $36.3M.

  • 273 institutional investors held Sweetgreen (SG) as of Q3 2024, up from 238 in Q2 2024.
  • Funds reported $3.61B of Sweetgreen stock for Q3 2024, up 27% quarter-over-quarter.
  • 75 funds opened new Sweetgreen positions in Q3 2024 and 39 closed out, a net change of +36 holders.
  • The largest Sweetgreen buyer in Q3 2024 was Durable Capital Partners, an estimated $122M added.
  • The largest Sweetgreen seller in Q3 2024 was Fidelity Investments, an estimated $36.3M sold.

Based on aggregated 13F filings for Q3 2024.