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Symbotic

80 hedge funds and large institutions have $910M invested in Symbotic in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 5 closing their positions.

Holders
80
Holders Change
+30
Holders Change %
+60%
% of All Funds
1.28%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
36
Increased
22
Reduced
11
Closed
5
Calls
$1.19M
Puts
$1.5M
Net Calls
-$315K
Net Calls Change
-$370K
Name Market Value Shares Shares
Change
Shares
Change %
CGH
51
Crossmark Global Holdings
Texas
$226K 9,902 +9,902 New
HighTower Advisors
52
HighTower Advisors
Illinois
$226K 9,918 +9,918 New
Simplex Trading
53
Simplex Trading
Illinois
$221K 9,690 +5,666 +141%
Renaissance Technologies
54
Renaissance Technologies
New York
$203K 8,900 +8,900 New
Group One Trading
55
Group One Trading
Illinois
$172K 7,532 -5,397 -42%
AAG
56
Armstrong Advisory Group
Massachusetts
$132K 5,772 +100 +2%
Citigroup
57
Citigroup
New York
$108K 4,733 +4,733 New
Osaic Holdings
58
Osaic Holdings
Arizona
$98.7K 4,320 +21 +0.5%
HGERS
59
Householder Group Estate & Retirement Specialist
Arizona
$87K 3,806 +3,806 New
Toronto Dominion Bank
60
Toronto Dominion Bank
Ontario, Canada
$69K 3,000
AIM
61
Arcadia Investment Management
Michigan
$57.6K 2,523 +2,523 New
US Bancorp
62
US Bancorp
Minnesota
$46.2K 2,024
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$35K 1,512 +1,412 +1,412%
Bank of America
64
Bank of America
North Carolina
$33.4K 1,464 +77 +6%
SPIA
65
Steward Partners Investment Advisory
New York
$31.1K 1,361
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$22.8K 1,000
WBC
67
West Branch Capital
Massachusetts
$22.8K 1,000 +1,000 New
AAM
68
Advisors Asset Management
Colorado
$17.6K 769 +427 +125%
RFG
69
RFP Financial Group
Georgia
$14.9K 653 +653 New
TFM
70
TFC Financial Management
Massachusetts
$8.73K 382 +382 New
National Bank of Canada
71
National Bank of Canada
Quebec, Canada
$7.99K 350 +250 +250%
FPFS
72
First Personal Financial Services
North Carolina
$7.08K 310 +310 New
MA
73
MCF Advisors
Kentucky
$6.46K 283 +283 New
TRCT
74
Tower Research Capital (TRC)
New York
$6K 251 +251 New
AAS
75
Ameritas Advisory Services
Nebraska
$4.57K 200 +200 New