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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
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$424M -$11.2M -369,332 -3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$346M -$36.3M -1,195,956 -11%
Vanguard Group
3
Vanguard Group
Pennsylvania
$326M +$4.99M +164,376 +2%
BlackRock
4
BlackRock
New York
$263M +$8.36M +275,323 +4%
DCP
5
Durable Capital Partners
Maryland
$142M +$122M +4,004,906 New
Invesco
6
Invesco
Georgia
$139M +$12.2M +400,666 +11%
DCM
7
Driehaus Capital Management
Illinois
$121M +$22.1M +727,910 +27%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$121M +$7.19M +236,874 +7%
HRCM
9
Hood River Capital Management
Florida
$96.8M +$33M +1,086,729 +66%
Lord, Abbett & Co
10
Lord, Abbett & Co
New Jersey
$82M +$8.27M +272,340 +13%
State Street
11
State Street
Massachusetts
$80.2M +$2.1M +69,120 +3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$79.8M +$3.53M +116,243 +5%
SCM
13
Spyglass Capital Management
California
$72.7M -$13.9M -459,004 -18%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$66.1M -$7.44M -245,110 -12%
Renaissance Technologies
15
Renaissance Technologies
New York
$65.2M +$26.5M +873,700 +90%
Two Sigma Investments
16
Two Sigma Investments
New York
$61.3M -$4.94M -162,680 -9%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$59.1M -$2.94M -96,854 -5%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$45.6M -$12.3M -403,500 -24%
Allspring Global Investments
19
Allspring Global Investments
North Carolina
$44.6M +$4.51M +148,684 +13%
Ameriprise
20
Ameriprise
Minnesota
$42.2M +$20.5M +675,966 +131%
GGHC
21
Gilder Gagnon Howe & Co
New York
$41.7M +$4.79M +157,830 +16%
Morgan Stanley
22
Morgan Stanley
New York
$40M +$8.86M +291,630 +35%
SIMG
23
Stephens Investment Management Group
Texas
$33.3M +$16.6M +547,816 +140%
Point72 Asset Management
24
Point72 Asset Management
Connecticut
$31.6M +$27.1M +892,246 New
Northern Trust
25
Northern Trust
Illinois
$31.1M +$859K +28,305 +3%

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.