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Symbotic
SYM

Overview Fund Activity

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.

Holders
38
Holders Change
+21
Holders Change %
+123.53%
% of All Funds
0.66%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
7
Reduced
2
Closed
5
Calls
$1.64M
Puts
$2.56M
Net Calls
-$922K
Net Calls Change
-$922K

Top Buyers

1
NIP
1
Nicholas Investment Partners
California
$2.24M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.52M
3
BlackRock
3
BlackRock
New York
$1.96M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.16M
5
TCM
5
Tanaka Capital Management
New York
$805K

Top Sellers

1
Adage Capital Partners
1
Adage Capital Partners
Massachusetts
$11.8M
2
SCM
2
Saba Capital Management
New York
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$17K
4
TRCT
4
Tower Research Capital (TRC)
New York
$0
5
PCM
5
Penserra Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Simplex Trading
26
Simplex Trading
Illinois
$101K 8,860 +8,860 New
Group One Trading
27
Group One Trading
Illinois
$60K 5,206 +5,206 New
AS
28
Altshuler Shaham
Israel
$50K 4,608 +4,608 New
Osaic Holdings
29
Osaic Holdings
Arizona
$37K 3,297 +1,500 +83%
MCC
30
Money Concepts Capital
Florida
$29K 2,500 – –
HFS
31
Hantz Financial Services
Michigan
$18K 1,548 +798 +106%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$17K 1,500 -47,185 -97%
SPIA
33
Steward Partners Investment Advisory
New York
$16K 1,361 +1,361 New
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$12K 1,000 +1,000 New
CG
35
Cutler Group
California
$9K 800 +800 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$7K 600 +600 New
National Bank of Canada
37
National Bank of Canada
Quebec, Canada
$1K 100 +100 New
SCM
38
Saba Capital Management
New York
– – -500,000 Closed
TRCT
39
Tower Research Capital (TRC)
New York
– – -11,277 Closed
PCM
40
Penserra Capital Management
California
– – -3,472 Closed
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
– – -2,000 Closed
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
– – -181 Closed
Citadel Advisors
43
Citadel Advisors
Florida
– – – –
SPM
44
Symmetry Peak Management
Pennsylvania
– – – –
CFGS
45
Concourse Financial Group Securities
Alabama
– – – –
CYG
46
Clean Yield Group
Vermont
$0 20 +20 New
1
2