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Symbotic
SYM

Overview Fund Activity

196 hedge funds and large institutions have $3.36B invested in Symbotic in 2023 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 19 closing their positions.

Holders
196
Holders Change
+45
Holders Change %
+29.8%
% of All Funds
2.87%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
66
Increased
57
Reduced
49
Closed
19
Calls
$98.8M
Puts
$69M
Net Calls
+$29.8M
Net Calls Change
+$29.3M

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$54.2M
2
Millennium Management
2
Millennium Management
New York
$36.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$31.4M
4
Invesco
4
Invesco
Georgia
$16.8M
5
Goldman Sachs
5
Goldman Sachs
New York
$16.4M

Top Sellers

1
NIP
1
Nicholas Investment Partners
California
$8.3M
2
FDS
2
First Dallas Securities
Texas
$616K
3
ETC
3
Exchange Traded Concepts
Oklahoma
$13.2M
4
AR
4
Advisory Research
Illinois
$3.06M
5
LPL Financial
5
LPL Financial
California
$1.67M
Name Market Value Shares Shares
Change 		Shares
Change %
CSS
26
Cubist Systematic Strategies
Connecticut
$10.8M 210,765 +81,776 +63%
Legal & General Group
27
Legal & General Group
United Kingdom
$10.5M 205,496 -51,648 -20%
State Street
28
State Street
Massachusetts
$8.87M 172,864 -9,536 -5%
Wells Fargo
29
Wells Fargo
California
$8.81M 171,585 +108,126 +170%
NIP
30
Nicholas Investment Partners
California
$8.3M 161,608 -131,408 -45%
FCM
31
Frontier Capital Management
Massachusetts
$7.76M 151,186 -63,747 -30%
Jane Street
32
Jane Street
New York
$7.54M 146,864 +68,714 +88%
PI
33
PineBridge Investments
New York
$7.3M 142,129 +48,185 +51%
Citadel Advisors
34
Citadel Advisors
Florida
$7.22M 140,607 +91,733 +188%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$6.89M 134,200 +51,000 +61%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$6.18M 120,407 +89,234 +286%
Point72 Asset Management
37
Point72 Asset Management
Connecticut
$5.92M 115,239 +113,816 +7,998%
UBS Group
38
UBS Group
Switzerland
$4.84M 94,225 -16,726 -15%
SAM
39
Scopus Asset Management
New York
$4.75M 92,534 +92,534 New
Charles Schwab
40
Charles Schwab
California
$4.61M 89,797 +3,169 +4%
JF
41
Jump Financial
Illinois
$4.47M 87,070 -10,290 -11%
Lord, Abbett & Co
42
Lord, Abbett & Co
New Jersey
$4.47M 87,068 +87,068 New
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$3.53M 68,824 -154 -0.2%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$3.49M 67,928 +7,462 +12%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$3.24M 63,037 +1,014 +2%
HSA
46
Hussman Strategic Advisors
Maryland
$3.23M 63,000 -21,000 -25%
TFCM
47
Taylor Frigon Capital Management
Arizona
$3.21M 62,562 -1,014 -2%
BAM
48
BOCHK Asset Management
Hong Kong
$3.21M 62,500 +62,500 New
AR
49
Advisory Research
Illinois
$3.06M 59,634 -77,726 -57%
WHP
50
Washington Harbour Partners
Virginia
$3.01M 58,600 +58,600 New
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