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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
EC
176
EntryPoint Capital
New York
$10.5K +$6.04K +415 New
AA
177
Addison Advisors
Vermont
$10.1K
TFA
178
Toth Financial Advisory
Virginia
$10.1K
SWM
179
Spire Wealth Management
Virginia
$6.32K -$874 -60 -19%
EBA
180
Eagle Bay Advisors
New York
$5.05K
CIBC Private Wealth Group
181
CIBC Private Wealth Group
Georgia
$3.8K +$2.19K +150 New
AWM
182
Avior Wealth Management
Nebraska
$3.06K +$1.76K +121 New
CP
183
Castleview Partners
Texas
$2.78K
National Bank of Canada
184
National Bank of Canada
Quebec, Canada
$2.72K
Russell Investments Group
185
Russell Investments Group
United Kingdom
$2.42K +$233 +16 +20%
OC
186
Oakworth Capital
Alabama
$2.15K -$218 -15 -15%
VWM
187
Venturi Wealth Management
Texas
$1.95K +$1.12K +77 New
FFL
188
Financial Freedom LLC
Ohio
$1.21K
NA
189
NewEdge Advisors
Louisiana
$606
SRCM
190
Signature Resources Capital Management
California
$452
RIL
191
Rothschild Investment LLC
Illinois
$253 -$5.68K -390 -98%
CA
192
Crewe Advisors
Utah
$253
FFA
193
Farther Finance Advisors
California
$76
Comerica Bank
194
Comerica Bank
Texas
$25 +$15 +1 New
ACG
195
Anchorage Capital Group
New York
-$38.7M -3,425,227 Closed
SCM
196
Solas Capital Management
Connecticut
-$6.84M -605,747 Closed
Susquehanna International Group
197
Susquehanna International Group
Pennsylvania
-$3.17M -217,637 Closed
AR
198
Advisory Research
Illinois
-$2.44M -216,185 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
199
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$2.03M -179,648 Closed
Rockefeller Capital Management
200
Rockefeller Capital Management
New York
-$1.88M -166,634 Closed

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.