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Symbotic
SYM

82 hedge funds and large institutions have $220M invested in Symbotic in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

171% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 7

18% more capital invested

Capital invested by funds: $187M → $220M (+$32.9M)

9.94% more ownership

Funds ownership: 59.29% → 69.23% (+9.9%)

8% more funds holding

Funds holding: 76 → 82 (+6)

Holders
82
Holders Change
+6
Holders Change %
+7.89%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
19
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Beryl Capital Management
California
+$5.89M
2
Marshall Wace
Marshall Wace
United Kingdom
+$5.58M
3
WAM
Weiss Asset Management
Massachusetts
+$4.94M
4
UOC
UBS O'Connor
Illinois
+$4.43M
5
CIM
Cowen Investment Management
New York
+$3.44M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$4.97M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$4.39M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.42M
4
ACA
Arena Capital Advisors
California
-$731K
5
CL
CSS LLC
Illinois
-$656K
Name Holding Trade Value Shares
Change 		Change in
Stake
TD Asset Management
51
TD Asset Management
Ontario, Canada
$492K – – –
WA
52
Whitebox Advisors
Minnesota
$492K – – –
TCM
53
Tenor Capital Management
New York
$466K +$58.1K +5,915 +14%
AMH
54
Apollo Management Holdings
New York
$432K – – –
WC
55
Wealthspring Capital
New York
$425K +$188K +19,200 +80%
Mirae Asset Global Investments
56
Mirae Asset Global Investments
South Korea
$393K – – –
CL
57
CSS LLC
Illinois
$363K -$656K -66,864 -64%
AC
58
Athanor Capital
New York
$355K +$78.2K +7,965 +28%
AA
59
AQR Arbitrage
Connecticut
$344K – – –
JG
60
Jefferies Group
New York
$338K – – –
RCM
61
Ratan Capital Management
Florida
$295K – – –
Geode Capital Management
62
Geode Capital Management
Massachusetts
$267K – – –
EC
63
EJF Capital
Virginia
$197K – – –
Hudson Bay Capital Management
64
Hudson Bay Capital Management
Connecticut
$197K – – –
SCM
65
Shaolin Capital Management
Florida
$197K – – –
DKCM
66
Davidson Kempner Capital Management
New York
$196K – – –
HP
67
Hound Partners
New York
$196K – – –
SSA
68
Schonfeld Strategic Advisors
New York
$184K – – –
JGC
69
J. Goldman & Co
New York
$155K – – –
AGC
70
Angelo Gordon & Co
New York
$98K – – –
ECM
71
ExodusPoint Capital Management
New York
$98K – – –
SC
72
Sierra Capital
Florida
$98K – – –
OAC
73
OMERS Administration Corp
Ontario, Canada
$98K +$98.2K +10,000 New
PCM
74
Penserra Capital Management
California
$89K +$89.7K +9,138 New
DCM
75
Dupont Capital Management
Delaware
$49K – – –
1 2
3
4

SYM Hedge Fund Activity: Q3 2021 in Review

82 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Symbotic (SYM) for Q3 2021, worth a combined $220M — up 18% from $187M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SYM positions and 3 closed out — a net gain of 6 holders — while 19 added to existing stakes and 7 trimmed.

The largest buyer was Beryl Capital Management, opening a new position worth an estimated $5.89M. The largest seller was Allianz Asset Management, exiting entirely with an estimated $4.97M sold.

  • 82 institutional investors held Symbotic (SYM) as of Q3 2021, up from 76 in Q2 2021.
  • Funds reported $220M of Symbotic stock for Q3 2021, up 18% quarter-over-quarter.
  • 9 funds opened new Symbotic positions in Q3 2021 and 3 closed out, a net change of +6 holders.
  • The largest Symbotic buyer in Q3 2021 was Beryl Capital Management, an estimated $5.89M added.
  • The largest Symbotic seller in Q3 2021 was Allianz Asset Management, an estimated $4.97M sold.

Based on aggregated 13F filings for Q3 2021.