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Symbotic
SYM

74 hedge funds and large institutions have $249M invested in Symbotic in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 9 increasing their positions, 19 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $220M → $249M (+$29.2M)

6.21% more ownership

Funds ownership: 69.23% → 75.44% (+6.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

10% less funds holding

Funds holding: 82 → 74 (-8)

32% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 25

53% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 19

Holders
74
Holders Change
-8
Holders Change %
-9.76%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
9
Reduced
19
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$23.9M
2
LCM
LH Capital Markets
New York
+$9.96M
3
TAL
TIG Advisors LLC
New York
+$6.17M
4
JG
Jefferies Group
New York
+$6.13M
5
Millennium Management
Millennium Management
New York
+$5.19M

Top Sellers

Rank Fund Capital Flow
1
TP
Third Point
New York
-$7.86M
2
GCL
Glazer Capital LLC
New York
-$6.99M
3
BCM
Beryl Capital Management
California
-$5.9M
4
WAM
Weiss Asset Management
Massachusetts
-$4.95M
5
UOC
UBS O'Connor
Illinois
-$2.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$3M -$498K -50,000 -14%
Alyeska Investment Group
27
Alyeska Investment Group
Illinois
$3M – – –
SRF
28
Silver Rock Financial
California
$2.86M -$162K -16,228 -5%
BCM
29
BlueCrest Capital Management
Jersey
$2.5M -$2.49M -250,000 -50%
Toronto Dominion Bank
30
Toronto Dominion Bank
Ontario, Canada
$2.04M +$74.7K +7,500 +4%
UOC
31
UBS O'Connor
Illinois
$2.02M -$2.98M -299,524 -60%
GPCM
32
Granite Point Capital Management
Massachusetts
$2M +$1.99M +200,000 New
GCM
33
Ghisallo Capital Management
Massachusetts
$1.88M – – –
PMAM
34
Picton Mahoney Asset Management
Ontario, Canada
$1.75M – – –
RCM
35
Rivernorth Capital Management
Florida
$1.51M – – –
HF
36
HRT Financial
New York
$1.45M -$707 -71 -0%
RCM
37
Radcliffe Capital Management
Pennsylvania
$1.16M -$94.1K -9,455 -8%
LCS
38
Levin Capital Strategies
New York
$1.11M +$1.11M +111,229 New
TCA
39
Taconic Capital Advisors
New York
$1.1M – – –
NMC
40
Nine Masts Capital
Hong Kong
$1M – – –
MF
41
Magnetar Financial
Illinois
$793K -$41.8K -4,201 -5%
SMA
42
Sage Mountain Advisors
Georgia
$645K – – –
CCM
43
Context Capital Management
California
$550K – – –
SCM
44
Segantii Capital Management
Hong Kong
$500K -$249K -25,000 -33%
CCM
45
Cadian Capital Management
New York
$500K – – –
TD Asset Management
46
TD Asset Management
Ontario, Canada
$500K – – –
WA
47
Whitebox Advisors
Minnesota
$500K – – –
ACM
48
Advent Capital Management
New York
$500K +$498K +50,000 New
JP Morgan Chase
49
JP Morgan Chase
New York
$487K +$485K +48,685 New
TCM
50
Tenor Capital Management
New York
$474K – – –
1
2
3 4

SYM Hedge Fund Activity: Q4 2021 in Review

74 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Symbotic (SYM) for Q4 2021, worth a combined $249M — up 13% from $220M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of SYM and 17 opened new positions — a net loss of 8 holders — while 19 trimmed existing stakes and 9 added.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $23.9M. The largest seller was Third Point, exiting entirely with an estimated $7.86M sold.

  • 74 institutional investors held Symbotic (SYM) as of Q4 2021, down from 82 in Q3 2021.
  • Funds reported $249M of Symbotic stock for Q4 2021, up 13% quarter-over-quarter.
  • 17 funds opened new Symbotic positions in Q4 2021 and 25 closed out, a net change of -8 holders.
  • The largest Symbotic buyer in Q4 2021 was Wellington Management Group, an estimated $23.9M added.
  • The largest Symbotic seller in Q4 2021 was Third Point, an estimated $7.86M sold.

Based on aggregated 13F filings for Q4 2021.