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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
FFM
201
Forum Financial Management
Illinois
$245K
HAG
202
HighPoint Advisor Group
Illinois
$241K +$192K +6,332 New
PA
203
PSI Advisors
Florida
$238K +$204K +6,713 New
OSAM
204
O'Shaughnessy Asset Management
Connecticut
$236K +$182K +5,999 New
Acadian Asset Management
205
Acadian Asset Management
Massachusetts
$233K +$200K +6,587 New
OWP
206
Obermeyer Wealth Partners
Colorado
$231K +$198K +6,529 New
X
207
Xponance
Pennsylvania
$230K +$197K +6,483 New
LA
208
LVW Advisors
New York
$229K +$196K +6,463 New
TCM
209
Teza Capital Management
Illinois
$228K +$195K +6,434 New
PWS
210
Precision Wealth Strategies
Missouri
$227K +$194K +6,401 New
Commonwealth Equity Services
211
Commonwealth Equity Services
Massachusetts
$224K -$89.3K -2,940 -32%
Mackenzie Financial
212
Mackenzie Financial
Ontario, Canada
$222K +$190K +6,269 New
AFG
213
Atomi Financial Group
New York
$216K +$185K +6,100 New
CIBC World Market
214
CIBC World Market
Ontario, Canada
$213K +$182K +6,000 New
PAS
215
Point72 Asia (Singapore)
Singapore
$193K +$166K +5,451 New
CH
216
Canton Hathaway
Rhode Island
$177K +$152K +5,000 New
ADL
217
Asset Dedication LLC
California
$160K
Daiwa Securities Group
218
Daiwa Securities Group
Japan
$155K +$133K +4,375 New
A
219
AlphaQuest
New York
$151K +$52.5K +1,728 +68%
AI
220
AdvisorShares Investments
Maryland
$150K +$128K +4,220 New
AB
221
Amalgamated Bank
New York
$122K
S
222
Sachetta
Massachusetts
$111K +$95.4K +3,142 New
KBC Group
223
KBC Group
Belgium
$111K +$21.4K +704 +29%
US Bancorp
224
US Bancorp
Minnesota
$104K +$6.56K +216 +8%
SOW
225
State of Wyoming
Wyoming
$99K +$17.1K +563 +25%

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.