Symbotic
152 hedge funds and large institutions have $2.05B invested in Symbotic in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 58 increasing their positions, 31 reducing their positions, and 23 closing their positions.
100% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 23
87% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 31
18% more funds holding
Funds holding: 129 → 152 (+23)
11% more capital invested
Capital invested by funds: $1.84B → $2.05B (+$211M)
5.93% more ownership
Funds ownership: 70.03% → 75.96% (+5.9%)
3% more call options, than puts
Call options by funds: $19.3M | Put options by funds: $18.7M
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| 1 |
SoftBank Group
Tokyo,
Japan
|
+$733M |
| 2 |
Voloridge Investment Management
Jupiter,
Florida
|
+$19.2M |
| 3 |
Two Sigma Investments
New York
|
+$14.9M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$10.3M |
| 5 |
HCM
Hodges Capital Management
Dallas,
Texas
|
+$7.06M |
Top Sellers
| 1 |
NWA
Navis Wealth Advisors
Rye Brook,
New York
|
-$39.1M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$12.3M |
| 3 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
-$8.39M |
| 4 |
Legal & General Group
London,
United Kingdom
|
-$6.45M |
| 5 |
Renaissance Technologies
New York
|
-$5.23M |
SYM Hedge Fund Activity: Q3 2023 in Review
152 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Symbotic (SYM) for Q3 2023, worth a combined $2.05B — up 11% from $1.84B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new SYM positions and 23 closed out — a net gain of 23 holders — while 58 added to existing stakes and 31 trimmed.
The largest buyer was SoftBank Group, adding an estimated $733M. The largest seller was Navis Wealth Advisors, exiting entirely with an estimated $39.1M sold.
- 152 institutional investors held Symbotic (SYM) as of Q3 2023, up from 129 in Q2 2023.
- Funds reported $2.05B of Symbotic stock for Q3 2023, up 11% quarter-over-quarter.
- 46 funds opened new Symbotic positions in Q3 2023 and 23 closed out, a net change of +23 holders.
- The largest Symbotic buyer in Q3 2023 was SoftBank Group, an estimated $733M added.
- The largest Symbotic seller in Q3 2023 was Navis Wealth Advisors, an estimated $39.1M sold.
Based on aggregated 13F filings for Q3 2023.