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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 %
VA
251
Vident Advisory
Georgia
– -$261K -7,417 Closed
Capstone Investment Advisors
252
Capstone Investment Advisors
New York
– -$257K -7,314 Closed
LFP
253
Lakeshore Financial Planning
Michigan
– -$237K -6,730 Closed
Corient Private Wealth
254
Corient Private Wealth
Florida
– -$215K -6,101 Closed
SSA
255
Schonfeld Strategic Advisors
New York
– -$214K -6,100 Closed
KAS
256
Kestra Advisory Services
Texas
– -$209K -5,934 Closed
EWM
257
Elite Wealth Management
Washington
– -$209K -5,932 Closed
QT
258
Quantbot Technologies
New York
– -$156K -4,430 Closed
AC
259
Avestar Capital
New York
– -$94.9K -2,700 Closed
Asset Management One
260
Asset Management One
Japan
– -$83.2K -2,367 Closed
RFG
261
RFP Financial Group
Georgia
– -$59.5K -1,692 Closed
PI
262
PEAK6 Investments
Illinois
– -$54.8K -1,558 Closed
SFCL
263
Strengthening Families & Communities LLC
Massachusetts
– -$41K -1,165 Closed
Walleye Capital
264
Walleye Capital
New York
– -$37.4K -1,064 Closed
KBC Group
265
KBC Group
Belgium
– -$32K -910 Closed
Fifth Third Bancorp
266
Fifth Third Bancorp
Ohio
– -$12.3K -350 Closed
PA
267
Parallel Advisors
California
– -$10.5K -300 Closed
MSG
268
Main Street Group
Virginia
– -$10.6K -300 Closed
ATPW
269
Ashton Thomas Private Wealth
Arizona
– -$7.77K -221 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
270
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$5.38K -153 Closed
OIA
271
Optimum Investment Advisors
Illinois
– -$5.27K -150 Closed
LFG
272
Larson Financial Group
Missouri
– -$3.34K -95 Closed
QCG
273
Quadrant Capital Group
Ohio
– -$2.15K -61 Closed
RWMG
274
Redwood Wealth Management Group
New Jersey
– -$2.11K -60 Closed
SSB
275
Sandy Spring Bank
Maryland
– -$176 -5 Closed
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