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Symbotic
SYM

17 hedge funds and large institutions have $273M invested in Symbotic in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

14% more capital invested

Capital invested by funds: $239M → $273M (+$33.1M)

2.96% more ownership

Funds ownership: 72.42% → 75.38% (+3%)

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

78% less funds holding

Funds holding: 78 → 17 (-61)

90% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 68

Holders
17
Holders Change
-61
Holders Change %
-78.21%
% of All Funds
0.29%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
3
Reduced
4
Closed
68
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SGA
SB Global Advisers
United Kingdom
+$219M
2
SoftBank Group
SoftBank Group
Japan
+$21.9M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$16.3M
4
NWA
Navis Wealth Advisors
New York
+$8.06M
5
BlackRock
BlackRock
New York
+$438K

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$19.4M
2
SCM
Saba Capital Management
New York
-$16.4M
3
Millennium Management
Millennium Management
New York
-$13.1M
4
Nomura Holdings
Nomura Holdings
Japan
-$11.8M
5
CF
Cantor Fitzgerald
New York
-$11.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
PMAM
51
Picton Mahoney Asset Management
Ontario, Canada
– -$1.73M -175,000 Closed
RCM
52
Rivernorth Capital Management
Florida
– -$1.47M -148,443 Closed
HF
53
HRT Financial
New York
– -$1.44M -144,871 Closed
CAC
54
Cowen and Company
New York
– -$1.31M -131,991 Closed
RCM
55
Radcliffe Capital Management
Pennsylvania
– -$1.09M -110,000 Closed
NMC
56
Nine Masts Capital
Hong Kong
– -$991K -100,000 Closed
Qube Research & Technologies (QRT)
57
Qube Research & Technologies (QRT)
United Kingdom
– -$767K -77,362 Closed
SMA
58
Sage Mountain Advisors
Georgia
– -$629K -63,430 Closed
Barclays
59
Barclays
United Kingdom
– -$577K -58,227 Closed
CCM
60
Context Capital Management
California
– -$545K -55,000 Closed
MF
61
Magnetar Financial
Illinois
– -$498K -50,225 Closed
ACM
62
Advent Capital Management
New York
– -$496K -50,000 Closed
CCM
63
Cadian Capital Management
New York
– -$496K -50,000 Closed
TD Asset Management
64
TD Asset Management
Ontario, Canada
– -$496K -50,000 Closed
WA
65
Whitebox Advisors
Minnesota
– -$496K -50,000 Closed
TCM
66
Tenor Capital Management
New York
– -$469K -47,372 Closed
FIA
67
FNY Investment Advisers
New York
– -$412K -41,660 Closed
OAC
68
OMERS Administration Corp
Ontario, Canada
– -$382K -38,500 Closed
SSA
69
Schonfeld Strategic Advisors
New York
– -$320K -32,283 Closed
GF
70
Gabelli Funds
New York
– -$308K -31,101 Closed
GCIA
71
Gabelli & Co Investment Advisers
New York
– -$237K -23,899 Closed
WC
72
Wealthspring Capital
New York
– -$213K -21,490 Closed
CL
73
CSS LLC
Illinois
– -$200K -20,152 Closed
BGIM
74
Boussard & Gavaudan Investment Management
United Kingdom
– -$198 -20,000 Closed
DKCM
75
Davidson Kempner Capital Management
New York
– -$198K -20,000 Closed
1 2
3
4

SYM Hedge Fund Activity: Q2 2022 in Review

17 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Symbotic (SYM) for Q2 2022, worth a combined $273M — up 14% from $239M a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of SYM and 7 opened new positions — a net loss of 61 holders — while 4 trimmed existing stakes and 3 added.

The largest buyer was SB Global Advisers, opening a new position worth an estimated $219M. The largest seller was Wellington Management Group, exiting entirely with an estimated $19.4M sold.

  • 17 institutional investors held Symbotic (SYM) as of Q2 2022, down from 78 in Q1 2022.
  • Funds reported $273M of Symbotic stock for Q2 2022, up 14% quarter-over-quarter.
  • 7 funds opened new Symbotic positions in Q2 2022 and 68 closed out, a net change of -61 holders.
  • The largest Symbotic buyer in Q2 2022 was SB Global Advisers, an estimated $219M added.
  • The largest Symbotic seller in Q2 2022 was Wellington Management Group, an estimated $19.4M sold.

Based on aggregated 13F filings for Q2 2022.