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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
Rockefeller Capital Management
151
Rockefeller Capital Management
New York
$836K +$84.4K +2,265 +10%
OAM
152
Oppenheimer Asset Management
New York
$824K +$102K +2,737 +12%
Bank of Nova Scotia
153
Bank of Nova Scotia
Ontario, Canada
$810K +$942K +25,276 New
Handelsbanken Fonder
154
Handelsbanken Fonder
Sweden
$769K +$261K +7,000 +41%
Cerity Partners
155
Cerity Partners
New York
$745K -$1.27M -34,102 -60%
BNP Paribas Financial Markets
156
BNP Paribas Financial Markets
France
$739K +$859K +23,063 New
Natixis Advisors
157
Natixis Advisors
Massachusetts
$739K -$273K -7,338 -24%
RFM
158
Royal Fund Management
Florida
$699K +$812K +21,800 New
KK
159
KLP Kapitalforvaltning
Norway
$686K +$797K +21,400 New
M&T Bank
160
M&T Bank
New York
$678K -$242K -6,505 -24%
PFSRSONJ
161
Police & Firemen's Retirement System of New Jersey
New Jersey
$674K +$783K +21,027 New
M
162
Mirova
France
$657K
SI
163
Symmetry Investments
Jersey
$651K +$268K +7,200 +55%
BA
164
Bridgewater Associates
Connecticut
$599K -$2.11M -56,743 -75%
LOIM
165
Liberty One Investment Management
Illinois
$582K +$676K +18,160 New
DZ Bank
166
DZ Bank
Germany
$568K -$94.6K -2,539 -13%
OL
167
Optas LLC
Texas
$538K
TFS
168
Thoroughbred Financial Services
Tennessee
$536K +$335K +8,994 +116%
GI
169
GLOBALT Investments
Georgia
$530K -$4.66K -125 -0.7%
Envestnet Asset Management
170
Envestnet Asset Management
Illinois
$523K +$215K +5,783 +55%
Prudential Financial
171
Prudential Financial
New Jersey
$497K
SO
172
STRS Ohio
Ohio
$494K +$37.3K +1,000 +7%
Osaic Holdings
173
Osaic Holdings
Arizona
$493K -$1.28M -34,327 -69%
Los Angeles Capital Management
174
Los Angeles Capital Management
California
$462K -$39.1K -1,050 -7%
MF
175
Magnetar Financial
Illinois
$458K +$532K +14,283 New

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.