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Symbotic
SYM

80 hedge funds and large institutions have $910M invested in Symbotic in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

620% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 5

119% more capital invested

Capital invested by funds: $416M → $910M (+$493M)

100% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 11

60% more funds holding

Funds holding: 50 → 80 (+30)

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

6.65% more ownership

Funds ownership: 59.51% → 66.15% (+6.6%)

21% less call options, than puts

Call options by funds: $1.19M | Put options by funds: $1.5M

Holders
80
Holders Change
+30
Holders Change %
+60%
% of All Funds
1.27%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
36
Increased
22
Reduced
11
Closed
5
Calls
$1.19M
Puts
$1.5M
Net Calls
-$315K
Net Calls Change
-$370K

Top Buyers

1
SoftBank Group
SoftBank Group
Japan
+$334M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$19.5M
3
FCM
Frontier Capital Management
Massachusetts
+$11.6M
4
ETC
Exchange Traded Concepts
Oklahoma
+$10.2M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$9.53M

Top Sellers

1
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$7.76M
2
NIP
Nicholas Investment Partners
California
-$1.35M
3
LCS
Levin Capital Strategies
New York
-$430K
4
Millennium Management
Millennium Management
New York
-$405K
5
RA
Royce & Associates
New York
-$385K
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Common Retirement Fund
26
New York State Common Retirement Fund
New York
$1.09M -$154K -9,206 -16%
RA
27
Royce & Associates
New York
$948K -$385K -23,000 -36%
LCM
28
Legato Capital Management
California
$901K -$131K -7,811 -17%
Calamos Advisors
29
Calamos Advisors
Illinois
$889K +$650K +38,908 New
SC
30
Skylands Capital
Wisconsin
$731K +$535K +32,000 New
Swiss National Bank
31
Swiss National Bank
Switzerland
$731K +$535K +32,000 New
Northern Trust
32
Northern Trust
Illinois
$710K +$252K +15,102 +95%
UBS Group
33
UBS Group
Switzerland
$709K -$86.8K -5,193 -14%
William Blair & Company
34
William Blair & Company
Illinois
$647K +$473K +28,320 New
RFA
35
Register Financial Advisors
Georgia
$600K -$197K -11,800 -31%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$553K -$187K -11,183 -32%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$524K -$106K -6,365 -22%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$513K +$367K +21,949 +4,237%
Goldman Sachs
39
Goldman Sachs
New York
$499K +$365K +21,831 New
Wells Fargo
40
Wells Fargo
California
$452K +$14.4K +859 +5%
RJT
41
Raymond James Trust
Florida
$445K +$134K +8,000 +70%
Morgan Stanley
42
Morgan Stanley
New York
$411K +$228K +13,613 +310%
Millennium Management
43
Millennium Management
New York
$364K -$405K -24,244 -60%
QC
44
Quent Capital
New York
$344K +$259K +15,500 New
OQS
45
Occudo Quantitative Strategies
Florida
$306K +$224K +13,397 New
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$298K +$218K +13,037 New
CS
47
Credit Suisse
Switzerland
$250K +$183K +10,954 New
EIM
48
Essex Investment Management
Massachusetts
$238K – – –
LPL Financial
49
LPL Financial
California
$230K +$168K +10,077 New
HIA
50
HTG Investment Advisors
Connecticut
$228K – – –
1
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SYM Hedge Fund Activity: Q1 2023 in Review

80 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Symbotic (SYM) for Q1 2023, worth a combined $910M — up 119% from $416M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SYM positions and 5 closed out — a net gain of 31 holders — while 22 added to existing stakes and 11 trimmed.

The largest buyer was SoftBank Group, adding an estimated $334M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $7.76M sold.

  • 80 institutional investors held Symbotic (SYM) as of Q1 2023, up from 50 in Q4 2022.
  • Funds reported $910M of Symbotic stock for Q1 2023, up 119% quarter-over-quarter.
  • 36 funds opened new Symbotic positions in Q1 2023 and 5 closed out, a net change of +31 holders.
  • The largest Symbotic buyer in Q1 2023 was SoftBank Group, an estimated $334M added.
  • The largest Symbotic seller in Q1 2023 was Adage Capital Partners, an estimated $7.76M sold.

Based on aggregated 13F filings for Q1 2023.