Sweetgreen
174 hedge funds and large institutions have $1.01B invested in Sweetgreen in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 55 increasing their positions, 43 reducing their positions, and 22 closing their positions.
114% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 22
28% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 43
14% more funds holding
Funds holding: 152 → 174 (+22)
4.5% more ownership
Funds ownership: 85.67% → 90.17% (+4.5%)
2% more capital invested
Capital invested by funds: $994M → $1.01B (+$18.9M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
33% less call options, than puts
Call options by funds: $22.6M | Put options by funds: $33.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$36.8M |
| 2 |
JP Morgan Chase
New York
|
+$10.3M |
| 3 |
TP
Teca Partners
Austin,
Texas
|
+$7.89M |
| 4 |
Verition Fund Management
Greenwich,
Connecticut
|
+$7.87M |
| 5 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
+$6.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RGMC
Revolution Growth Management Company
Washington,
District of Columbia
|
-$26.8M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$9.91M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$6.8M |
| 4 |
NIP
Nicholas Investment Partners
Rancho Santa Fe,
California
|
-$5.41M |
| 5 |
WP
Woodline Partners
San Francisco,
California
|
-$4.62M |
SG Hedge Fund Activity: Q4 2023 in Review
174 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Sweetgreen (SG) for Q4 2023, worth a combined $1.01B — up 1.9% from $994M a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new SG positions and 22 closed out — a net gain of 25 holders — while 55 added to existing stakes and 43 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $36.8M. The largest seller was Revolution Growth Management Company, exiting entirely with an estimated $26.8M sold.
- 174 institutional investors held Sweetgreen (SG) as of Q4 2023, up from 152 in Q3 2023.
- Funds reported $1.01B of Sweetgreen stock for Q4 2023, up 1.9% quarter-over-quarter.
- 47 funds opened new Sweetgreen positions in Q4 2023 and 22 closed out, a net change of +25 holders.
- The largest Sweetgreen buyer in Q4 2023 was Neuberger Berman Group, an estimated $36.8M added.
- The largest Sweetgreen seller in Q4 2023 was Revolution Growth Management Company, an estimated $26.8M sold.
Based on aggregated 13F filings for Q4 2023.