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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
TCM
151
Triumph Capital Management
Colorado
$252K -$17.4K -1,196 -11%
AIP
152
Ameritas Investment Partners
Nebraska
$243K
Mirae Asset Global Investments
153
Mirae Asset Global Investments
South Korea
$238K -$167K -11,500 -24%
HCA
154
Harbor Capital Advisors
Illinois
$237K +$137K +9,390 New
Creative Planning
155
Creative Planning
Kansas
$230K -$109K -7,500 -45%
PWM
156
Perigon Wealth Management
California
$223K +$129K +8,829 New
DTL
157
Dynamic Technology Lab
Singapore
$207K -$275K -18,856 -70%
CLOS
158
Compagnie Lombard Odier SCmA
Switzerland
$202K
State Board of Administration of Florida Retirement System
159
State Board of Administration of Florida Retirement System
Florida
$152K -$118K -8,130 -29%
SG Americas Securities
160
SG Americas Securities
New York
$145K -$606K -41,643 -88%
MLICM
161
Metropolitan Life Insurance Company (MetLife)
New York
$131K -$6.39K -439 -8%
ADL
162
Asset Dedication LLC
California
$114K
Walleye Capital
163
Walleye Capital
New York
$113K +$65.1K +4,468 New
PAS
164
Point72 Asia (Singapore)
Singapore
$102K +$58.8K +4,038 New
AB
165
Amalgamated Bank
New York
$84K -$134K -9,203 -73%
HGERS
166
Householder Group Estate & Retirement Specialist
Arizona
$68.5K +$12.8K +880 +48%
CPG
167
Cornerstone Planning Group
New Jersey
$42.3K
SI
168
Stephens Inc
Arkansas
$34K +$19.6K +1,345 New
Nisa Investment Advisors
169
Nisa Investment Advisors
Missouri
$32.3K +$976 +67 +6%
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
$22.7K
TRCT
171
Tower Research Capital (TRC)
New York
$22.4K -$289K -19,829 -96%
HT
172
Headlands Technologies
Illinois
$19.9K +$11.4K +786 New
NSIM
173
North Star Investment Management
Illinois
$16.4K
FIM
174
Fernwood Investment Management
Massachusetts
$15.9K +$9.18K +630 New
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$14K +$699 +48 +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.