Sweetgreen
152 hedge funds and large institutions have $994M invested in Sweetgreen in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 60 increasing their positions, 30 reducing their positions, and 17 closing their positions.
100% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 17
100% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 30
12% more funds holding
Funds holding: 136 → 152 (+16)
1.6% less ownership
Funds ownership: 87.27% → 85.67% (-1.6%)
8% less capital invested
Capital invested by funds: $1.08B → $994M (-$90.6M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
29% less call options, than puts
Call options by funds: $22.9M | Put options by funds: $32M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$40.5M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$21.8M |
| 3 |
SCM
Spyglass Capital Management
San Francisco,
California
|
+$21.7M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$10.9M |
| 5 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$9.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$58.4M |
| 2 |
Janus Henderson Group
London,
|
-$40M |
| 3 |
UBS AM
Chicago,
Illinois
|
-$37.1M |
| 4 |
ACG
Anchorage Capital Group
New York
|
-$19.1M |
| 5 |
RGMC
Revolution Growth Management Company
Washington,
District of Columbia
|
-$16.7M |
SG Hedge Fund Activity: Q3 2023 in Review
152 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Sweetgreen (SG) for Q3 2023, worth a combined $994M — down 8.4% from $1.08B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new SG positions and 17 closed out — a net gain of 17 holders — while 60 added to existing stakes and 30 trimmed.
The largest buyer was Baillie Gifford & Co, adding an estimated $40.5M. The largest seller was Lone Pine Capital, exiting entirely with an estimated $58.4M sold.
- 152 institutional investors held Sweetgreen (SG) as of Q3 2023, up from 136 in Q2 2023.
- Funds reported $994M of Sweetgreen stock for Q3 2023, down 8.4% quarter-over-quarter.
- 34 funds opened new Sweetgreen positions in Q3 2023 and 17 closed out, a net change of +17 holders.
- The largest Sweetgreen buyer in Q3 2023 was Baillie Gifford & Co, an estimated $40.5M added.
- The largest Sweetgreen seller in Q3 2023 was Lone Pine Capital, an estimated $58.4M sold.
Based on aggregated 13F filings for Q3 2023.