Sweetgreen
115 hedge funds and large institutions have $2.13B invested in Sweetgreen in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 31 closing their positions.
52% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 31
32% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 22
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
16% more funds holding
Funds holding: 99 → 115 (+16)
4% more capital invested
Capital invested by funds: $2.04B → $2.13B (+$86.5M)
0.11% less ownership
Funds ownership: 70.06% → 69.95% (-0.11%)
42% less call options, than puts
Call options by funds: $24.9M | Put options by funds: $43.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$85.3M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$36.2M |
| 3 |
BlackRock
New York
|
+$19.2M |
| 4 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$16.8M |
| 5 |
UBS AM
Chicago,
Illinois
|
+$10.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAMCO Inc
New York
|
-$29.7M |
| 2 |
ACG
Anchorage Capital Group
New York
|
-$17.4M |
| 3 |
Morgan Stanley
New York
|
-$17.2M |
| 4 |
Goldman Sachs
New York
|
-$15.9M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$12.9M |
SG Hedge Fund Activity: Q1 2022 in Review
115 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Sweetgreen (SG) for Q1 2022, worth a combined $2.13B — up 4.2% from $2.04B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new SG positions and 31 closed out — a net gain of 16 holders — while 29 added to existing stakes and 22 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $85.3M. The largest seller was BAMCO Inc, cutting an estimated $29.7M.
- 115 institutional investors held Sweetgreen (SG) as of Q1 2022, up from 99 in Q4 2021.
- Funds reported $2.13B of Sweetgreen stock for Q1 2022, up 4.2% quarter-over-quarter.
- 47 funds opened new Sweetgreen positions in Q1 2022 and 31 closed out, a net change of +16 holders.
- The largest Sweetgreen buyer in Q1 2022 was T. Rowe Price Associates, an estimated $85.3M added.
- The largest Sweetgreen seller in Q1 2022 was BAMCO Inc, an estimated $29.7M sold.
Based on aggregated 13F filings for Q1 2022.