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Symbotic
SYM

152 hedge funds and large institutions have $2.05B invested in Symbotic in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 58 increasing their positions, 31 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 23

87% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 31

18% more funds holding

Funds holding: 129 → 152 (+23)

11% more capital invested

Capital invested by funds: $1.84B → $2.05B (+$211M)

5.93% more ownership

Funds ownership: 70.03% → 75.96% (+5.9%)

3% more call options, than puts

Call options by funds: $19.3M | Put options by funds: $18.7M

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
152
Holders Change
+23
Holders Change %
+17.83%
% of All Funds
2.41%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
46
Increased
58
Reduced
31
Closed
23
Calls
$19.3M
Puts
$18.7M
Net Calls
+$546K
Net Calls Change
+$13.1M

Top Buyers

1
SoftBank Group
SoftBank Group
Japan
+$733M
2
Voloridge Investment Management
Voloridge Investment Management
Florida
+$19.2M
3
Two Sigma Investments
Two Sigma Investments
New York
+$14.9M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$10.3M
5
HCM
Hodges Capital Management
Texas
+$7.06M

Top Sellers

1
NWA
Navis Wealth Advisors
New York
-$39.1M
2
First Trust Advisors
First Trust Advisors
Illinois
-$12.3M
3
ETC
Exchange Traded Concepts
Oklahoma
-$8.39M
4
Legal & General Group
Legal & General Group
United Kingdom
-$6.45M
5
Renaissance Technologies
Renaissance Technologies
New York
-$5.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSS
26
Cubist Systematic Strategies
Connecticut
$4.31M +$5.31M +128,989 New
FDS
27
First Dallas Securities
Texas
$3.78M +$4.66M +113,192 New
UBS Group
28
UBS Group
Switzerland
$3.71M +$583K +14,170 +15%
LPL Financial
29
LPL Financial
California
$3.41M +$3.58M +87,006 +578%
JF
30
Jump Financial
Illinois
$3.25M +$2.86M +69,560 +250%
Adage Capital Partners
31
Adage Capital Partners
Massachusetts
$3.15M +$3.87M +94,150 New
PI
32
PineBridge Investments
New York
$3.14M -$1.31M -31,773 -25%
Charles Schwab
33
Charles Schwab
California
$2.9M +$3.3M +80,261 +1,261%
HSA
34
Hussman Strategic Advisors
Maryland
$2.81M +$247K +6,000 +8%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$2.78M +$3.42M +83,200 New
Jane Street
36
Jane Street
New York
$2.61M +$376K +9,141 +13%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$2.52M +$1.98M +48,214 +177%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$2.31M +$113K +2,735 +4%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$2.15M -$33K -801 -1%
TFCM
40
Taylor Frigon Capital Management
Arizona
$2.13M +$13.8K +336 +0.5%
Wells Fargo
41
Wells Fargo
California
$2.12M +$1.35M +32,857 +107%
EIM
42
Essex Investment Management
Massachusetts
$2.07M +$1.15M +28,033 +82%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$2.07M +$1.25M +30,398 +96%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$2.02M +$331K +8,041 +15%
TAM
45
Telemark Asset Management
Massachusetts
$2.01M -$2.67M -65,000 -52%
BLAM
46
Bourne Lent Asset Management
New York
$1.93M +$18.5K +450 +0.8%
TCM
47
Tanaka Capital Management
New York
$1.9M – – –
Citadel Advisors
48
Citadel Advisors
Florida
$1.63M +$1.99M +48,439 +11,135%
Simplex Trading
49
Simplex Trading
Illinois
$1.58M +$1.95M +47,316 New
CG
50
Cutler Group
California
$1.56M +$1.93M +46,803 New
1
2
3 4 5

SYM Hedge Fund Activity: Q3 2023 in Review

152 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Symbotic (SYM) for Q3 2023, worth a combined $2.05B — up 11% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SYM positions and 23 closed out — a net gain of 23 holders — while 58 added to existing stakes and 31 trimmed.

The largest buyer was SoftBank Group, adding an estimated $733M. The largest seller was Navis Wealth Advisors, exiting entirely with an estimated $39.1M sold.

  • 152 institutional investors held Symbotic (SYM) as of Q3 2023, up from 129 in Q2 2023.
  • Funds reported $2.05B of Symbotic stock for Q3 2023, up 11% quarter-over-quarter.
  • 46 funds opened new Symbotic positions in Q3 2023 and 23 closed out, a net change of +23 holders.
  • The largest Symbotic buyer in Q3 2023 was SoftBank Group, an estimated $733M added.
  • The largest Symbotic seller in Q3 2023 was Navis Wealth Advisors, an estimated $39.1M sold.

Based on aggregated 13F filings for Q3 2023.