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Symbotic

235 hedge funds and large institutions have $3.41B invested in Symbotic in 2024 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 89 increasing their positions, 31 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+39
Holders Change %
+19.9%
% of All Funds
3.41%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
86
Increased
89
Reduced
31
Closed
47
Calls
$86.4M
Puts
$55.9M
Net Calls
+$30.5M
Net Calls Change
+$720K
Name Holding Trade Value Shares
Change
Shares
Change %
HI
226
Harbour Investments
Wisconsin
$1.13K
GWP
227
Gen-Wealth Partners
Michigan
$990 +$990 +22 New
GFPC
228
Global Financial Private Client
Florida
$909
CYG
229
Clean Yield Group
Vermont
$900
FHA
230
First Horizon Advisors
Tennessee
$540 +$540 +12 New
PS
231
Principal Securities
Iowa
$360 +$360 +8 New
IGWM
232
ICA Group Wealth Management
Colorado
$225 +$225 +5 New
SSB
233
Sandy Spring Bank
Maryland
$225 +$225 +5 New
JWA
234
JFS Wealth Advisors
Pennsylvania
$45
Macquarie Group
235
Macquarie Group
Australia
$23 +$23 +521 New
1832 Asset Management
236
1832 Asset Management
Ontario, Canada
-$54.2M -1,055,400 Closed
Coatue Management
237
Coatue Management
New York
-$11.1M -216,010 Closed
Two Sigma Advisers
238
Two Sigma Advisers
New York
-$6.89M -134,200 Closed
D.E. Shaw & Co
239
D.E. Shaw & Co
New York
-$6.18M -120,407 Closed
JF
240
Jump Financial
Illinois
-$4.47M -87,070 Closed
Lord, Abbett & Co
241
Lord, Abbett & Co
New Jersey
-$4.47M -87,068 Closed
BAM
242
BOCHK Asset Management
Hong Kong
-$3.21M -62,500 Closed
AR
243
Advisory Research
Illinois
-$3.06M -59,634 Closed
SEC
244
Seven Eight Capital
New York
-$2.57M -50,025 Closed
DTL
245
Dynamic Technology Lab
Singapore
-$2.3M -44,851 Closed
DWM
246
Dakota Wealth Management
Florida
-$2.13M -41,407 Closed
Balyasny Asset Management
247
Balyasny Asset Management
Illinois
-$2.02M -39,438 Closed
LCWP
248
Legacy Capital Wealth Partners
Arkansas
-$1.95M -38,000 Closed
AGC
249
Alden Global Capital
Florida
-$1.93M -37,623 Closed
QC
250
Quadrature Capital
United Kingdom
-$1.67M -32,523 Closed