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Symbotic
SYM

82 hedge funds and large institutions have $220M invested in Symbotic in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

171% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 7

18% more capital invested

Capital invested by funds: $187M → $220M (+$32.9M)

9.94% more ownership

Funds ownership: 59.29% → 69.23% (+9.9%)

8% more funds holding

Funds holding: 76 → 82 (+6)

Holders
82
Holders Change
+6
Holders Change %
+7.89%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
19
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Beryl Capital Management
California
+$5.89M
2
Marshall Wace
Marshall Wace
United Kingdom
+$5.58M
3
WAM
Weiss Asset Management
Massachusetts
+$4.94M
4
UOC
UBS O'Connor
Illinois
+$4.43M
5
CIM
Cowen Investment Management
New York
+$3.44M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$4.97M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$4.39M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.42M
4
ACA
Arena Capital Advisors
California
-$731K
5
CL
CSS LLC
Illinois
-$656K
Name Holding Trade Value Shares
Change 		Change in
Stake
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$2.68M +$1.69M +171,896 +170%
SBLIC
27
Security Benefit Life Insurance Company
Kansas
$2.46M +$2.45M +250,000 New
CCFM
28
Cohen & Co Financial Management
New York
$1.97M – – –
Toronto Dominion Bank
29
Toronto Dominion Bank
Ontario, Canada
$1.93M +$1.18K +120 +0.1%
GCM
30
Ghisallo Capital Management
Massachusetts
$1.84M – – –
PMAM
31
Picton Mahoney Asset Management
Ontario, Canada
$1.72M – – –
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$1.54M -$4.39M -447,445 -74%
RCM
33
Rivernorth Capital Management
Florida
$1.48M – – –
HF
34
HRT Financial
New York
$1.43M -$7.16K -729 -0.5%
RCM
35
Radcliffe Capital Management
Pennsylvania
$1.23M – – –
EAM
36
Exos Asset Management
New York
$1.19M +$534K +54,441 +82%
TCA
37
Taconic Capital Advisors
New York
$1.08M – – –
Citadel Advisors
38
Citadel Advisors
Florida
$1.06M -$1.42M -144,990 -57%
PCM
39
Prelude Capital Management
New York
$1.01M +$525K +53,455 +108%
LOAMU
40
Lombard Odier Asset Management (USA)
New York
$983K – – –
NMC
41
Nine Masts Capital
Hong Kong
$983K – – –
MF
42
Magnetar Financial
Illinois
$821K – – –
FIA
43
FNY Investment Advisers
New York
$779K +$779K +79,344 New
SCM
44
Segantii Capital Management
Hong Kong
$737K – – –
SMA
45
Sage Mountain Advisors
Georgia
$633K – – –
WAM
46
Wolverine Asset Management
Illinois
$581K -$12.3K -1,256 -2%
CCM
47
Context Capital Management
California
$541K – – –
CCM
48
Cadian Capital Management
New York
$492K – – –
COPPSERS
49
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$492K – – –
ESCM
50
Echo Street Capital Management
New York
$492K – – –
1
2
3 4

SYM Hedge Fund Activity: Q3 2021 in Review

82 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Symbotic (SYM) for Q3 2021, worth a combined $220M — up 18% from $187M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SYM positions and 3 closed out — a net gain of 6 holders — while 19 added to existing stakes and 7 trimmed.

The largest buyer was Beryl Capital Management, opening a new position worth an estimated $5.89M. The largest seller was Allianz Asset Management, exiting entirely with an estimated $4.97M sold.

  • 82 institutional investors held Symbotic (SYM) as of Q3 2021, up from 76 in Q2 2021.
  • Funds reported $220M of Symbotic stock for Q3 2021, up 18% quarter-over-quarter.
  • 9 funds opened new Symbotic positions in Q3 2021 and 3 closed out, a net change of +6 holders.
  • The largest Symbotic buyer in Q3 2021 was Beryl Capital Management, an estimated $5.89M added.
  • The largest Symbotic seller in Q3 2021 was Allianz Asset Management, an estimated $4.97M sold.

Based on aggregated 13F filings for Q3 2021.