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Symbotic
SYM

Overview Fund Activity

128 hedge funds and large institutions have $1.84B invested in Symbotic in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 39 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
128
Holders Change
+48
Holders Change %
+60%
% of All Funds
2.02%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
57
Increased
39
Reduced
23
Closed
8
Calls
$20.4M
Puts
$33M
Net Calls
-$12.6M
Net Calls Change
-$12.3M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$89.9M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$28M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$15.4M
4
TG
4
TCW Group
California
$13.5M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$11.8M

Top Sellers

1
FCM
1
Frontier Capital Management
Massachusetts
$7.08M
2
BlackRock
2
BlackRock
New York
$11.9M
3
NCGI
3
Next Century Growth Investors
Minnesota
$4.38M
4
NIP
4
Nicholas Investment Partners
California
$13.9M
5
ETC
5
Exchange Traded Concepts
Oklahoma
$23.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Swiss National Bank
51
Swiss National Bank
Switzerland
$1.4M 32,800 +800 +3%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$1.35M 31,625 +31,625 New
Wells Fargo
53
Wells Fargo
California
$1.31M 30,602 +10,825 +55%
LCM
54
Legato Capital Management
California
$1.3M 30,403 -9,036 -23%
William Blair & Company
55
William Blair & Company
Illinois
$1.2M 28,030 -290 -1%
JF
56
Jump Financial
Illinois
$1.19M 27,800 +27,800 New
RJFSA
57
Raymond James Financial Services Advisors
Florida
$1.17M 27,313 +27,313 New
DWM
58
Dakota Wealth Management
Florida
$1.12M 26,182 +26,182 New
AA
59
AlphaCentric Advisors
Puerto Rico
$1.07M 25,000 +25,000 New
Mitsubishi UFJ Asset Management
60
Mitsubishi UFJ Asset Management
Japan
$870K 20,316 +20,316 New
CAN
61
Cetera Advisor Networks
California
$815K 19,040 +19,040 New
HAIM
62
Hunter Associates Investment Management
Pennsylvania
$774K 18,076 +18,076 New
D.E. Shaw & Co
63
D.E. Shaw & Co
New York
$710K 16,589 +16,589 New
LPL Financial
64
LPL Financial
California
$644K 15,053 +4,976 +49%
Citigroup
65
Citigroup
New York
$642K 14,997 +10,264 +217%
State of Wisconsin Investment Board
66
State of Wisconsin Investment Board
Wisconsin
$625K 14,589 +14,589 New
CS
67
Credit Suisse
Switzerland
$622K 14,537 +3,583 +33%
QC
68
Quent Capital
New York
$612K 14,300 -1,200 -8%
SC
69
Sculptor Capital
New York
$604K 14,100 +14,100 New
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$567K 13,242 +205 +2%
Dimensional Fund Advisors
71
Dimensional Fund Advisors
Texas
$551K 12,863 +12,863 New
HCM
72
Hodges Capital Management
Texas
– – – –
DFCM
73
Dark Forest Capital Management
Puerto Rico
$513K 11,991 +11,991 New
CA
74
CoreCap Advisors
Michigan
$464K 10,850 +10,850 New
Amundi
75
Amundi
France
$455K 10,448 +10,448 New
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