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Symbotic

237 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, 90 increasing their positions, 32 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 32

83% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 47

55% more call options, than puts

Call options by funds: $86.4M | Put options by funds: $55.9M

20% more funds holding

Funds holding: 198237 (+39)

1.29% more ownership

Funds ownership: 78.28%79.56% (+1.3%)

1% more capital invested

Capital invested by funds: $3.36B → $3.41B (+$49.3M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
237
Holders Change
+39
Holders Change %
+19.7%
% 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
90
Reduced
32
Closed
47
Calls
$86.4M
Puts
$55.9M
Net Calls
+$30.5M
Net Calls Change
+$720K
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
276
Advisory Services Network
Georgia
-$58.2K -1,133 Closed
SPM
277
Symmetry Peak Management
Pennsylvania
-$25.7K -500 Closed
QL
278
Quarry LP
New York
-$23.4K -455 Closed
N
279
Natixis
France
-$15.3K -300 Closed
S
280
SignatureFD
Georgia
-$10.3K -200 Closed
AP
281
Aspect Partners
Virginia
-$3.8K -74 Closed
CWM
282
CarsonAllaria Wealth Management
Illinois
-$3.59K -70 Closed
CIA
283
Cape Investment Advisory
Georgia
-$1.8K -35 Closed
BIA
284
Bell Investment Advisors
California
-$462 -9 Closed