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Symbotic
SYM

78 hedge funds and large institutions have $239M invested in Symbotic in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

5% more funds holding

Funds holding: 74 → 78 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less capital invested

Capital invested by funds: $249M → $239M (-$9.75M)

3.03% less ownership

Funds ownership: 75.44% → 72.42% (-3%)

42% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 19

Holders
78
Holders Change
+4
Holders Change %
+5.41%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
11
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Weiss Asset Management
Massachusetts
+$9.14M
2
FTCM
First Trust Capital Management
Illinois
+$7.91M
3
LCS
Levin Capital Strategies
New York
+$4.62M
4
WCMNY
Westchester Capital Management (New York)
New York
+$4.08M
5
RL
RPO LLC
Connecticut
+$3.45M

Top Sellers

Rank Fund Capital Flow
1
Tiger Global Management
Tiger Global Management
New York
-$11M
2
LCM
LH Capital Markets
New York
-$10M
3
JG
Jefferies Group
New York
-$6.5M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$4.41M
5
GCL
Glazer Capital LLC
New York
-$4.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
GCL
26
Glazer Capital LLC
New York
$2.94M -$4.09M -413,743 -58%
SRF
27
Silver Rock Financial
California
$2.84M – – –
BCM
28
BlueCrest Capital Management
Jersey
$2.48M – – –
MCMU
29
MIC Capital Management (UK)
United Kingdom
$2.23M -$2.38M -240,347 -52%
IPCP
30
Iron Park Capital Partners
New York
$2.19M +$2.19M +221,300 New
Toronto Dominion Bank
31
Toronto Dominion Bank
Ontario, Canada
$2.02M – – –
GPCM
32
Granite Point Capital Management
Massachusetts
$1.98M – – –
GCM
33
Ghisallo Capital Management
Massachusetts
$1.86M – – –
GGHC
34
Gilder Gagnon Howe & Co
New York
$1.85M -$1.69M -170,898 -48%
BFM
35
Boothbay Fund Management
New York
$1.79M +$1.78M +180,286 New
PMAM
36
Picton Mahoney Asset Management
Ontario, Canada
$1.73M – – –
RCM
37
Rivernorth Capital Management
Florida
$1.47M -$25.3K -2,557 -2%
HF
38
HRT Financial
New York
$1.44M -$5.13K -518 -0.4%
CAC
39
Cowen and Company
New York
$1.31M -$3.29M -332,397 -72%
RCM
40
Radcliffe Capital Management
Pennsylvania
$1.09M -$54.9K -5,545 -5%
NMC
41
Nine Masts Capital
Hong Kong
$991K – – –
Qube Research & Technologies (QRT)
42
Qube Research & Technologies (QRT)
United Kingdom
$767K +$766K +77,362 New
SMA
43
Sage Mountain Advisors
Georgia
$629K -$10.4K -1,050 -2%
Barclays
44
Barclays
United Kingdom
$577K +$576K +58,227 New
CCM
45
Context Capital Management
California
$545K – – –
MF
46
Magnetar Financial
Illinois
$498K -$288K -29,099 -37%
ACM
47
Advent Capital Management
New York
$496K – – –
CCM
48
Cadian Capital Management
New York
$496K – – –
TD Asset Management
49
TD Asset Management
Ontario, Canada
$496K – – –
WA
50
Whitebox Advisors
Minnesota
$496K – – –
1
2
3 4

SYM Hedge Fund Activity: Q1 2022 in Review

78 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Symbotic (SYM) for Q1 2022, worth a combined $239M — down 3.9% from $249M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SYM positions and 9 closed out — a net gain of 4 holders — while 11 added to existing stakes and 19 trimmed.

The largest buyer was Weiss Asset Management, opening a new position worth an estimated $9.14M. The largest seller was Tiger Global Management, exiting entirely with an estimated $11M sold.

  • 78 institutional investors held Symbotic (SYM) as of Q1 2022, up from 74 in Q4 2021.
  • Funds reported $239M of Symbotic stock for Q1 2022, down 3.9% quarter-over-quarter.
  • 13 funds opened new Symbotic positions in Q1 2022 and 9 closed out, a net change of +4 holders.
  • The largest Symbotic buyer in Q1 2022 was Weiss Asset Management, an estimated $9.14M added.
  • The largest Symbotic seller in Q1 2022 was Tiger Global Management, an estimated $11M sold.

Based on aggregated 13F filings for Q1 2022.