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Symbotic
SYM

17 hedge funds and large institutions have $273M invested in Symbotic in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

14% more capital invested

Capital invested by funds: $239M → $273M (+$33.1M)

2.96% more ownership

Funds ownership: 72.42% → 75.38% (+3%)

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

78% less funds holding

Funds holding: 78 → 17 (-61)

90% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 68

Holders
17
Holders Change
-61
Holders Change %
-78.21%
% of All Funds
0.29%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
3
Reduced
4
Closed
68
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SGA
SB Global Advisers
United Kingdom
+$219M
2
SoftBank Group
SoftBank Group
Japan
+$21.9M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$16.3M
4
NWA
Navis Wealth Advisors
New York
+$8.06M
5
BlackRock
BlackRock
New York
+$438K

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$19.4M
2
SCM
Saba Capital Management
New York
-$16.4M
3
Millennium Management
Millennium Management
New York
-$13.1M
4
Nomura Holdings
Nomura Holdings
Japan
-$11.8M
5
CF
Cantor Fitzgerald
New York
-$11.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
26
Arena Capital Advisors
California
– -$7.76M -782,949 Closed
SC
27
Sculptor Capital
New York
– -$6.76M -682,303 Closed
MI
28
MMCAP International
Cayman Islands
– -$6.54M -660,000 Closed
TAL
29
TIG Advisors LLC
New York
– -$6.14M -619,964 Closed
Marshall Wace
30
Marshall Wace
United Kingdom
– -$6.13M -618,363 Closed
FTCM
31
Fir Tree Capital Management
New York
– -$5.21M -525,372 Closed
AWG
32
Alpha Wave Global
New York
– -$4.96M -500,000 Closed
GL
33
Governors Lane
New York
– -$4.68M -472,300 Closed
WCMNY
34
Westchester Capital Management (New York)
New York
– -$4.15M -418,388 Closed
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
– -$4.08M -412,106 Closed
SRCM
36
Sage Rock Capital Management
New York
– -$4.01M -404,341 Closed
TCA
37
Taconic Capital Advisors
New York
– -$3.64M -367,299 Closed
RL
38
RPO LLC
Connecticut
– -$3.45M -348,571 Closed
PCM
39
Prelude Capital Management
New York
– -$2.99M -301,643 Closed
Alyeska Investment Group
40
Alyeska Investment Group
Illinois
– -$2.97M -300,000 Closed
GCL
41
Glazer Capital LLC
New York
– -$2.94M -296,706 Closed
SRF
42
Silver Rock Financial
California
– -$2.84M -286,463 Closed
BCM
43
BlueCrest Capital Management
Jersey
– -$2.48M -250,000 Closed
MCMU
44
MIC Capital Management (UK)
United Kingdom
– -$2.23M -225,008 Closed
IPCP
45
Iron Park Capital Partners
New York
– -$2.19M -221,300 Closed
Toronto Dominion Bank
46
Toronto Dominion Bank
Ontario, Canada
– -$2.02M -203,737 Closed
GPCM
47
Granite Point Capital Management
Massachusetts
– -$1.98M -200,000 Closed
GCM
48
Ghisallo Capital Management
Massachusetts
– -$1.86M -187,500 Closed
GGHC
49
Gilder Gagnon Howe & Co
New York
– -$1.85M -186,591 Closed
BFM
50
Boothbay Fund Management
New York
– -$1.79M -180,286 Closed
1
2
3 4

SYM Hedge Fund Activity: Q2 2022 in Review

17 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Symbotic (SYM) for Q2 2022, worth a combined $273M — up 14% from $239M a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of SYM and 7 opened new positions — a net loss of 61 holders — while 4 trimmed existing stakes and 3 added.

The largest buyer was SB Global Advisers, opening a new position worth an estimated $219M. The largest seller was Wellington Management Group, exiting entirely with an estimated $19.4M sold.

  • 17 institutional investors held Symbotic (SYM) as of Q2 2022, down from 78 in Q1 2022.
  • Funds reported $273M of Symbotic stock for Q2 2022, up 14% quarter-over-quarter.
  • 7 funds opened new Symbotic positions in Q2 2022 and 68 closed out, a net change of -61 holders.
  • The largest Symbotic buyer in Q2 2022 was SB Global Advisers, an estimated $219M added.
  • The largest Symbotic seller in Q2 2022 was Wellington Management Group, an estimated $19.4M sold.

Based on aggregated 13F filings for Q2 2022.