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Symbotic
SYM

Overview Fund Activity

211 hedge funds and large institutions have $2.14B invested in Symbotic in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 83 increasing their positions, 50 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
-26
Holders Change %
-10.97%
% of All Funds
3.05%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
41
Increased
83
Reduced
50
Closed
66
Calls
$71.7M
Puts
$184M
Net Calls
-$113M
Net Calls Change
-$143M

Top Buyers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$343M
2
FCM
2
Frontier Capital Management
Massachusetts
$29M
3
Goldman Sachs
3
Goldman Sachs
New York
$16.7M
4
Bank of America
4
Bank of America
North Carolina
$13M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$13.6M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.55M
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$1.97M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$0
4
Invesco
4
Invesco
Georgia
$14.1M
5
DCM
5
Driehaus Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
226
D.A. Davidson & Co
Montana
– -$1.11M -31,468 Closed
BCM
227
Bayesian Capital Management
New York
– -$1.07M -30,495 Closed
PL
228
Polianta Ltd
Jersey
– -$984K -28,000 Closed
GAM
229
Gotham Asset Management
New York
– -$942K -26,789 Closed
IMC Chicago
230
IMC Chicago
Illinois
– -$934K -26,553 Closed
DTL
231
Dynamic Technology Lab
Singapore
– -$846K -24,055 Closed
CM
232
Caption Management
Oklahoma
– -$759K -21,600 Closed
Man Group
233
Man Group
United Kingdom
– -$735K -20,905 Closed
JFG
234
Jefferies Financial Group
New York
– -$735K -20,894 Closed
FRM
235
Fox Run Management
Connecticut
– -$543K -15,430 Closed
AQR Capital Management
236
AQR Capital Management
Connecticut
– -$514K -14,612 Closed
CC
237
Centiva Capital
New York
– -$512K -14,556 Closed
Point72 Asset Management
238
Point72 Asset Management
Connecticut
– -$471K -13,398 Closed
VF
239
Virtu Financial
New York
– -$459K -13,050 Closed
Kovitz Investment Group Partners
240
Kovitz Investment Group Partners
Illinois
– -$446K -12,686 Closed
CCS
241
Concentric Capital Strategies
Connecticut
– -$399K -11,356 Closed
Parallax Volatility Advisers
242
Parallax Volatility Advisers
California
– -$389K -11,050 Closed
NRD
243
Nebula Research & Development
New York
– -$367K -10,436 Closed
MC
244
Maverick Capital
Texas
– -$353K -10,041 Closed
JCA
245
Jade Capital Advisors
New Jersey
– -$352K -10,000 Closed
XT
246
XTX Topco
Cayman Islands
– -$331K -9,412 Closed
AAS
247
Avantax Advisory Services
Texas
– -$311K -8,837 Closed
Manulife (Manufacturers Life Insurance)
248
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$304K -8,655 Closed
SC
249
Skylands Capital
Wisconsin
– -$295K -8,400 Closed
IWC
250
Integrated Wealth Concepts
Massachusetts
– -$291K -8,275 Closed
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