Symbotic
38 hedge funds and large institutions have $288M invested in Symbotic in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 5 closing their positions.
420% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 5
250% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 2
124% more funds holding
Funds holding: 17 → 38 (+21)
6% more capital invested
Capital invested by funds: $273M → $288M (+$15.6M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
30.08% less ownership
Funds ownership: 75.38% → 45.3% (-30%)
36% less call options, than puts
Call options by funds: $1.64M | Put options by funds: $2.56M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NIP
Nicholas Investment Partners
Rancho Santa Fe,
California
|
+$2.87M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.95M |
| 3 |
BlackRock
New York
|
+$1.92M |
| 4 |
Morgan Stanley
New York
|
+$1.47M |
| 5 |
TCM
Tanaka Capital Management
New York
|
+$1.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Adage Capital Partners
Boston,
Massachusetts
|
-$6.84M |
| 2 |
SCM
Saba Capital Management
New York
|
-$4.91M |
| 3 |
JP Morgan Chase
New York
|
-$694K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$124K |
| 5 |
PCM
Penserra Capital Management
Orinda,
California
|
-$38K |
SYM Hedge Fund Activity: Q3 2022 in Review
38 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Symbotic (SYM) for Q3 2022, worth a combined $288M — up 5.7% from $273M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new SYM positions and 5 closed out — a net gain of 21 holders — while 7 added to existing stakes and 2 trimmed.
The largest buyer was Nicholas Investment Partners, opening a new position worth an estimated $2.87M. The largest seller was Adage Capital Partners, cutting an estimated $6.84M.
- 38 institutional investors held Symbotic (SYM) as of Q3 2022, up from 17 in Q2 2022.
- Funds reported $288M of Symbotic stock for Q3 2022, up 5.7% quarter-over-quarter.
- 26 funds opened new Symbotic positions in Q3 2022 and 5 closed out, a net change of +21 holders.
- The largest Symbotic buyer in Q3 2022 was Nicholas Investment Partners, an estimated $2.87M added.
- The largest Symbotic seller in Q3 2022 was Adage Capital Partners, an estimated $6.84M sold.
Based on aggregated 13F filings for Q3 2022.