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Symbotic
SYM

78 hedge funds and large institutions have $239M invested in Symbotic in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

5% more funds holding

Funds holding: 74 → 78 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less capital invested

Capital invested by funds: $249M → $239M (-$9.75M)

3.03% less ownership

Funds ownership: 75.44% → 72.42% (-3%)

42% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 19

Holders
78
Holders Change
+4
Holders Change %
+5.41%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
11
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Weiss Asset Management
Massachusetts
+$9.14M
2
FTCM
First Trust Capital Management
Illinois
+$7.91M
3
LCS
Levin Capital Strategies
New York
+$4.62M
4
WCMNY
Westchester Capital Management (New York)
New York
+$4.08M
5
RL
RPO LLC
Connecticut
+$3.45M

Top Sellers

Rank Fund Capital Flow
1
Tiger Global Management
Tiger Global Management
New York
-$11M
2
LCM
LH Capital Markets
New York
-$10M
3
JG
Jefferies Group
New York
-$6.5M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$4.41M
5
GCL
Glazer Capital LLC
New York
-$4.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$482K – – –
TCM
52
Tenor Capital Management
New York
$469K – – –
FIA
53
FNY Investment Advisers
New York
$412K +$58.4K +5,900 +16%
OAC
54
OMERS Administration Corp
Ontario, Canada
$382K +$282K +28,500 +285%
Geode Capital Management
55
Geode Capital Management
Massachusetts
$350K – – –
SSA
56
Schonfeld Strategic Advisors
New York
$320K +$319K +32,283 New
GF
57
Gabelli Funds
New York
$308K – – –
GCIA
58
Gabelli & Co Investment Advisers
New York
$237K – – –
WC
59
Wealthspring Capital
New York
$213K -$14.8K -1,500 -7%
CL
60
CSS LLC
Illinois
$200K +$1.5K +152 +0.8%
DKCM
61
Davidson Kempner Capital Management
New York
$198K – – –
Hudson Bay Capital Management
62
Hudson Bay Capital Management
Connecticut
$198K – – –
MIG
63
Mariner Investment Group
New York
$198K – – –
RZH
64
Relyea Zuckerberg Hanson
Connecticut
$198K +$198K +20,000 New
AMH
65
Apollo Management Holdings
New York
$185K -$250K -25,266 -58%
SIA
66
Schechter Investment Advisors
Michigan
$124K -$14.8K -1,500 -11%
AGC
67
Angelo Gordon & Co
New York
$99K – – –
ECM
68
ExodusPoint Capital Management
New York
$99K – – –
WAM
69
Wolverine Asset Management
Illinois
$72K +$31.3K +3,165 +76%
DCM
70
Dupont Capital Management
Delaware
$50K – – –
PCM
71
Penserra Capital Management
California
$40K -$30.5K -3,080 -43%
Osaic Holdings
72
Osaic Holdings
Arizona
$36K +$9.87K +997 +38%
MCC
73
Money Concepts Capital
Florida
$25K +$24.7K +2,500 New
TRCT
74
Tower Research Capital (TRC)
New York
$22K +$21.2K +2,139 New
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$20K +$19.8K +2,000 New
1 2
3
4

SYM Hedge Fund Activity: Q1 2022 in Review

78 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Symbotic (SYM) for Q1 2022, worth a combined $239M — down 3.9% from $249M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SYM positions and 9 closed out — a net gain of 4 holders — while 11 added to existing stakes and 19 trimmed.

The largest buyer was Weiss Asset Management, opening a new position worth an estimated $9.14M. The largest seller was Tiger Global Management, exiting entirely with an estimated $11M sold.

  • 78 institutional investors held Symbotic (SYM) as of Q1 2022, up from 74 in Q4 2021.
  • Funds reported $239M of Symbotic stock for Q1 2022, down 3.9% quarter-over-quarter.
  • 13 funds opened new Symbotic positions in Q1 2022 and 9 closed out, a net change of +4 holders.
  • The largest Symbotic buyer in Q1 2022 was Weiss Asset Management, an estimated $9.14M added.
  • The largest Symbotic seller in Q1 2022 was Tiger Global Management, an estimated $11M sold.

Based on aggregated 13F filings for Q1 2022.