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Symbotic

50 hedge funds and large institutions have $416M invested in Symbotic in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 6 closing their positions.

Holders
50
Holders Change
+12
Holders Change %
+31.58%
% of All Funds
0.81%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
18
Increased
14
Reduced
9
Closed
6
Calls
$1.12M
Puts
$1.06M
Net Calls
+$55K
Net Calls Change
+$977K
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
26
Wells Fargo
California
$226K 18,918 -3,497 -16%
Northern Trust
27
Northern Trust
Illinois
$191K 15,967
Group One Trading
28
Group One Trading
Illinois
$154K 12,929 +7,723 +148%
RJT
29
Raymond James Trust
Florida
$137K 11,500 +11,500 New
EIM
30
Essex Investment Management
Massachusetts
$124K 10,400 +10,400 New
HIA
31
HTG Investment Advisors
Connecticut
$119K 10,000 +10,000 New
AAG
32
Armstrong Advisory Group
Massachusetts
$67.7K 5,672 +5,672 New
Morgan Stanley
33
Morgan Stanley
New York
$52.5K 4,397 -96,736 -96%
Osaic Holdings
34
Osaic Holdings
Arizona
$52K 4,299 +1,002 +30%
Simplex Trading
35
Simplex Trading
Illinois
$48K 4,024 -4,836 -55%
MCC
36
Money Concepts Capital
Florida
$36.4K 3,050 +550 +22%
Toronto Dominion Bank
37
Toronto Dominion Bank
Ontario, Canada
$36K 3,000 +3,000 New
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$29K 2,500 +2,500 New
US Bancorp
39
US Bancorp
Minnesota
$24.2K 2,024 +2,024 New
Bank of America
40
Bank of America
North Carolina
$16.6K 1,387 -49,713 -97%
SPIA
41
Steward Partners Investment Advisory
New York
$16.3K 1,361
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$11.9K 1,000
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$6K 518 -82 -14%
AAM
44
Advisors Asset Management
Colorado
$4.08K 342 +342 New
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$1.19K 100
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$1K 100 -1,400 -93%
NL
47
NVWM LLC
Pennsylvania
$597 50 +50 New
CYG
48
Clean Yield Group
Vermont
$239 20
EMFAT
49
Emerald Mutual Fund Advisers Trust
Pennsylvania
-68,777 Closed
APP
50
Alpha Paradigm Partners
Illinois
-48,158 Closed