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Symbotic
SYM

74 hedge funds and large institutions have $249M invested in Symbotic in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 9 increasing their positions, 19 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $220M → $249M (+$29.2M)

6.21% more ownership

Funds ownership: 69.23% → 75.44% (+6.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

10% less funds holding

Funds holding: 82 → 74 (-8)

32% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 25

53% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 19

Holders
74
Holders Change
-8
Holders Change %
-9.76%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
9
Reduced
19
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$23.9M
2
LCM
LH Capital Markets
New York
+$9.96M
3
TAL
TIG Advisors LLC
New York
+$6.17M
4
JG
Jefferies Group
New York
+$6.13M
5
Millennium Management
Millennium Management
New York
+$5.19M

Top Sellers

Rank Fund Capital Flow
1
TP
Third Point
New York
-$7.86M
2
GCL
Glazer Capital LLC
New York
-$6.99M
3
BCM
Beryl Capital Management
California
-$5.9M
4
WAM
Weiss Asset Management
Massachusetts
-$4.95M
5
UOC
UBS O'Connor
Illinois
-$2.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
AMH
51
Apollo Management Holdings
New York
$439K – – –
FIA
52
FNY Investment Advisers
New York
$357K -$434K -43,584 -55%
Geode Capital Management
53
Geode Capital Management
Massachusetts
$353K +$81.4K +8,173 +30%
GF
54
Gabelli Funds
New York
$311K +$310K +31,101 New
Mirae Asset Global Investments
55
Mirae Asset Global Investments
South Korea
$242K -$157K -15,795 -39%
GCIA
56
Gabelli & Co Investment Advisers
New York
$239K +$238K +23,899 New
WC
57
Wealthspring Capital
New York
$230K -$201K -20,210 -47%
CL
58
CSS LLC
Illinois
$200K -$168K -16,881 -46%
BGIM
59
Boussard & Gavaudan Investment Management
United Kingdom
$200K – – –
Hudson Bay Capital Management
60
Hudson Bay Capital Management
Connecticut
$200K – – –
MIG
61
Mariner Investment Group
New York
$200K +$199K +20,000 New
DKCM
62
Davidson Kempner Capital Management
New York
$199K – – –
SIA
63
Schechter Investment Advisors
Michigan
$140K +$139K +13,990 New
AGC
64
Angelo Gordon & Co
New York
$100K – – –
ECM
65
ExodusPoint Capital Management
New York
$100K – – –
OAC
66
OMERS Administration Corp
Ontario, Canada
$100K – – –
PCM
67
Penserra Capital Management
California
$72K -$19.3K -1,936 -21%
WCMNY
68
Westchester Capital Management (New York)
New York
$60K +$9.38K +942 +19%
DCM
69
Dupont Capital Management
Delaware
$50K – – –
WAM
70
Wolverine Asset Management
Illinois
$41K -$547K -54,988 -93%
Osaic Holdings
71
Osaic Holdings
Arizona
$26K +$25.9K +2,600 New
AA
72
Ancora Advisors
Ohio
$20K – – –
UBS Group
73
UBS Group
Switzerland
$12K +$12.1K +1,214 New
Morgan Stanley
74
Morgan Stanley
New York
$10K +$9.96K +1,000 New
TP
75
Third Point
New York
– -$7.86M -800,000 Closed
1 2
3
4

SYM Hedge Fund Activity: Q4 2021 in Review

74 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Symbotic (SYM) for Q4 2021, worth a combined $249M — up 13% from $220M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of SYM and 17 opened new positions — a net loss of 8 holders — while 19 trimmed existing stakes and 9 added.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $23.9M. The largest seller was Third Point, exiting entirely with an estimated $7.86M sold.

  • 74 institutional investors held Symbotic (SYM) as of Q4 2021, down from 82 in Q3 2021.
  • Funds reported $249M of Symbotic stock for Q4 2021, up 13% quarter-over-quarter.
  • 17 funds opened new Symbotic positions in Q4 2021 and 25 closed out, a net change of -8 holders.
  • The largest Symbotic buyer in Q4 2021 was Wellington Management Group, an estimated $23.9M added.
  • The largest Symbotic seller in Q4 2021 was Third Point, an estimated $7.86M sold.

Based on aggregated 13F filings for Q4 2021.