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Symbotic
SYM

198 hedge funds and large institutions have $3.36B invested in Symbotic in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 58 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 19

64% more capital invested

Capital invested by funds: $2.05B → $3.36B (+$1.31B)

43% more call options, than puts

Call options by funds: $98.8M | Put options by funds: $69M

30% more funds holding

Funds holding: 152 → 198 (+46)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

18% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 49

2.32% more ownership

Funds ownership: 75.96% → 78.28% (+2.3%)

Holders
198
Holders Change
+46
Holders Change %
+30.26%
% of All Funds
2.89%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
67
Increased
58
Reduced
49
Closed
19
Calls
$98.8M
Puts
$69M
Net Calls
+$29.8M
Net Calls Change
+$29.3M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$30.3M
2
Millennium Management
Millennium Management
New York
+$23.1M
3
Morgan Stanley
Morgan Stanley
New York
+$17.7M
4
Invesco
Invesco
Georgia
+$14.4M
5
Goldman Sachs
Goldman Sachs
New York
+$12.1M

Top Sellers

1
NIP
Nicholas Investment Partners
California
-$5.76M
2
FDS
First Dallas Securities
Texas
-$4.44M
3
ETC
Exchange Traded Concepts
Oklahoma
-$4.31M
4
AR
Advisory Research
Illinois
-$3.41M
5
LPL Financial
LPL Financial
California
-$3.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSS
26
Cubist Systematic Strategies
Connecticut
$10.8M +$3.58M +81,776 +63%
Legal & General Group
27
Legal & General Group
United Kingdom
$10.5M -$2.26M -51,648 -20%
State Street
28
State Street
Massachusetts
$8.87M -$418K -9,536 -5%
Wells Fargo
29
Wells Fargo
California
$8.81M +$4.74M +108,126 +170%
NIP
30
Nicholas Investment Partners
California
$8.3M -$5.76M -131,408 -45%
FCM
31
Frontier Capital Management
Massachusetts
$7.76M -$2.79M -63,747 -30%
Jane Street
32
Jane Street
New York
$7.54M +$3.01M +68,714 +88%
PI
33
PineBridge Investments
New York
$7.3M +$2.11M +48,185 +51%
Citadel Advisors
34
Citadel Advisors
Florida
$7.22M +$4.02M +91,733 +188%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$6.89M +$2.24M +51,000 +61%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$6.18M +$3.91M +89,234 +286%
Point72 Asset Management
37
Point72 Asset Management
Connecticut
$5.92M +$4.99M +113,816 +7,998%
UBS Group
38
UBS Group
Switzerland
$4.84M -$733K -16,726 -15%
SAM
39
Scopus Asset Management
New York
$4.75M +$4.06M +92,534 New
Charles Schwab
40
Charles Schwab
California
$4.61M +$139K +3,169 +4%
JF
41
Jump Financial
Illinois
$4.47M -$451K -10,290 -11%
Lord, Abbett & Co
42
Lord, Abbett & Co
New Jersey
$4.47M +$3.82M +87,068 New
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$3.53M -$6.75K -154 -0.2%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$3.49M +$327K +7,462 +12%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$3.24M +$44.5K +1,014 +2%
HSA
46
Hussman Strategic Advisors
Maryland
$3.23M -$921K -21,000 -25%
TFCM
47
Taylor Frigon Capital Management
Arizona
$3.21M -$44.5K -1,014 -2%
BAM
48
BOCHK Asset Management
Hong Kong
$3.21M +$2.74M +62,500 New
AR
49
Advisory Research
Illinois
$3.06M -$3.41M -77,726 -57%
WHP
50
Washington Harbour Partners
Virginia
$3.01M +$2.57M +58,600 New
1
2
3 4 5

SYM Hedge Fund Activity: Q4 2023 in Review

198 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Symbotic (SYM) for Q4 2023, worth a combined $3.36B — up 64% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new SYM positions and 19 closed out — a net gain of 48 holders — while 58 added to existing stakes and 49 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $30.3M. The largest seller was Nicholas Investment Partners, cutting an estimated $5.76M.

  • 198 institutional investors held Symbotic (SYM) as of Q4 2023, up from 152 in Q3 2023.
  • Funds reported $3.36B of Symbotic stock for Q4 2023, up 64% quarter-over-quarter.
  • 67 funds opened new Symbotic positions in Q4 2023 and 19 closed out, a net change of +48 holders.
  • The largest Symbotic buyer in Q4 2023 was 1832 Asset Management, an estimated $30.3M added.
  • The largest Symbotic seller in Q4 2023 was Nicholas Investment Partners, an estimated $5.76M sold.

Based on aggregated 13F filings for Q4 2023.