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Symbotic
SYM

Overview Fund Activity

237 hedge funds and large institutions have $2.9B invested in Symbotic in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 104 increasing their positions, 52 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
3.45%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
45
Increased
104
Reduced
52
Closed
37
Calls
$87.3M
Puts
$57M
Net Calls
+$30.2M
Net Calls Change
-$323K

Top Buyers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$375M
2
Citadel Advisors
2
Citadel Advisors
Florida
$36.6M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$112M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$21M
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$27.3M

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$545K
2
JGC
2
J. Goldman & Co
New York
$5.79M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$11.5M
4
ACM
4
Anomaly Capital Management
New York
$0
5
MIM
5
Monashee Investment Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WLG
251
Williamson Legacy Group
Indiana
– -$414K -9,194 Closed
DZ Bank
252
DZ Bank
Germany
– -$408K -9,063 Closed
Calamos Advisors
253
Calamos Advisors
Illinois
– -$365K -8,104 Closed
SI
254
Stephens Inc
Arkansas
– -$329K -7,300 Closed
TFA
255
Toth Financial Advisory
Virginia
– -$302K -6,700 Closed
MC
256
Moors & Cabot
Massachusetts
– -$293K -6,500 Closed
Belvedere Trading
257
Belvedere Trading
Illinois
– -$282K -6,274 Closed
DFCM
258
Dark Forest Capital Management
Puerto Rico
– -$260K -5,782 Closed
Vontobel Holding
259
Vontobel Holding
Switzerland
– -$248K -5,500 Closed
FSA
260
Financial Sense Advisors
California
– -$247K -5,490 Closed
CAM
261
Cresset Asset Management
Illinois
– -$239K -5,302 Closed
WJA
262
Willis Johnson & Associates
Texas
– -$234K -5,200 Closed
SPC
263
Sigma Planning Corp
Michigan
– -$226K -5,015 Closed
PWMG
264
Prestige Wealth Management Group
New Jersey
– -$199K -4,425 Closed
SIM
265
Sandia Investment Management
Massachusetts
– -$113K -2,500 Closed
EC
266
EntryPoint Capital
New York
– -$92.5K -2,055 Closed
Qube Research & Technologies (QRT)
267
Qube Research & Technologies (QRT)
United Kingdom
– -$54.2K -1,204 Closed
Macquarie Group
268
Macquarie Group
Australia
– -$23 -521 Closed
BWL
269
Bogart Wealth LLC
Virginia
– -$22.5K -500 Closed
CIBC Private Wealth Group
270
CIBC Private Wealth Group
Georgia
– -$13.8K -304 Closed
CJ
271
Caitlin John
Michigan
– -$9K -200 Closed
UIA
272
Ulland Investment Advisors
Minnesota
– -$9K -190 Closed
First Manhattan
273
First Manhattan
New York
– -$5.63K -125 Closed
AWM
274
Avior Wealth Management
Nebraska
– -$1.71K -38 Closed
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