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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
Pictet Asset Management
176
Pictet Asset Management
Switzerland
$419K +$7.89K +260 +2%
JAFL
177
Jay A. Fishman Ltd
Michigan
$412K +$353K +11,625 New
Creative Planning
178
Creative Planning
Kansas
$406K +$133K +4,364 +62%
Corient Private Wealth
179
Corient Private Wealth
Florida
$390K +$334K +10,994 New
Envestnet Asset Management
180
Envestnet Asset Management
Illinois
$373K +$320K +10,535 New
OQS
181
Occudo Quantitative Strategies
Florida
$365K +$313K +10,295 New
AIP
182
Ameritas Investment Partners
Nebraska
$355K +$12.2K +403 +4%
CHAM
183
Clear Harbor Asset Management
Connecticut
$355K
BFM
184
Boston Financial Management
Massachusetts
$339K -$365K -12,006 -56%
Public Employees Retirement Association of Colorado
185
Public Employees Retirement Association of Colorado
Colorado
$335K
Janney Montgomery Scott
186
Janney Montgomery Scott
Pennsylvania
$326K +$280K +9,205 New
Susquehanna International Group
187
Susquehanna International Group
Pennsylvania
$310K -$1.06M -35,034 -80%
PWM
188
Perigon Wealth Management
California
$309K
DT
189
Diversified Trust
Tennessee
$298K +$255K +8,393 New
TCM
190
Triumph Capital Management
Colorado
$294K +$20.7K +681 +9%
BJL
191
Brighton Jones LLC
Washington
$292K +$250K +8,245 New
PNC Financial Services Group
192
PNC Financial Services Group
Pennsylvania
$289K +$1.79K +59 +0.7%
PD
193
Point72 (DIFC)
United Arab Emirates
$288K +$247K +8,126 New
Stifel Financial
194
Stifel Financial
Missouri
$287K +$246K +8,088 New
CWS
195
Cypress Wealth Services
California
$281K +$241K +7,940 New
XT
196
XTX Topco
Cayman Islands
$277K +$237K +7,812 New
TFS
197
Thoroughbred Financial Services
Tennessee
$274K
Mariner
198
Mariner
Kansas
$268K -$283K -9,313 -55%
JGC
199
J. Goldman & Co
New York
$256K +$220K +7,235 New
AIM
200
Allen Investment Management
New York
$248K

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.