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Symbotic
SYM

Overview Fund Activity

219 hedge funds and large institutions have $2.43B invested in Symbotic in 2024 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 58 increasing their positions, 62 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+8
Holders Change %
+3.79%
% of All Funds
2.92%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
61
Increased
58
Reduced
62
Closed
49
Calls
$67.6M
Puts
$91.3M
Net Calls
-$23.7M
Net Calls Change
+$88.9M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$34.4M
2
UBS Group
UBS Group
Switzerland
+$19.8M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$10.7M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$6.09M
5
HRCM
Hood River Capital Management
Florida
+$5.7M

Top Sellers

1
Voloridge Investment Management
Voloridge Investment Management
Florida
-$13.6M
2
FCM
Frontier Capital Management
Massachusetts
-$13.4M
3
Goldman Sachs
Goldman Sachs
New York
-$11.9M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$10.1M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$7.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
TGM
226
Tenzing Global Management
California
– -$1.52M -62,500 Closed
Holocene Advisors
227
Holocene Advisors
New York
– -$1.2M -49,224 Closed
SEC
228
Seven Eight Capital
New York
– -$1.05M -43,163 Closed
DAM
229
Doheny Asset Management
California
– -$822K -33,690 Closed
EIM
230
Essex Investment Management
Massachusetts
– -$698K -28,608 Closed
CC
231
Corton Capital
Ontario, Canada
– -$623K -25,540 Closed
RA
232
Royce & Associates
New York
– -$573K -23,500 Closed
1SB
233
1ST Source Bank
Indiana
– -$488K -20,000 Closed
PFS
234
Prospera Financial Services
Texas
– -$464K -19,018 Closed
QC
235
Quent Capital
New York
– -$365K -14,300 Closed
ET
236
Entropy Technologies
New York
– -$346K -14,197 Closed
State of Wisconsin Investment Board
237
State of Wisconsin Investment Board
Wisconsin
– -$340K -13,940 Closed
OC
238
Oppenheimer & Co
New York
– -$320K -13,131 Closed
AWA
239
Arete Wealth Advisors
Illinois
– -$311K -12,750 Closed
TI
240
Trexquant Investment
Connecticut
– -$290K -11,873 Closed
OAC
241
OMERS Administration Corp
Ontario, Canada
– -$283K -11,600 Closed
CCFM
242
Clear Creek Financial Management
Washington
– -$273K -11,200 Closed
Wolverine Trading
243
Wolverine Trading
Illinois
– -$285K -11,183 Closed
AI
244
Atria Investments
North Carolina
– -$267K -10,950 Closed
PA
245
Pinnacle Associates
New York
– -$525K -10,225 Closed
LSA
246
L & S Advisors
California
– -$246K -10,080 Closed
KPF
247
K2 Principal Fund
Ontario, Canada
– -$244K -10,000 Closed
LCM
248
Lattice Capital Management
Washington
– -$244K -10,000 Closed
LCS
249
Levin Capital Strategies
New York
– -$244K -10,000 Closed
QC
250
Quadrature Capital
United Kingdom
– -$219K -8,968 Closed
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