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Symbotic
SYM

198 hedge funds and large institutions have $3.36B invested in Symbotic in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 58 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 19

64% more capital invested

Capital invested by funds: $2.05B → $3.36B (+$1.31B)

43% more call options, than puts

Call options by funds: $98.8M | Put options by funds: $69M

30% more funds holding

Funds holding: 152 → 198 (+46)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

18% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 49

2.32% more ownership

Funds ownership: 75.96% → 78.28% (+2.3%)

Holders
198
Holders Change
+46
Holders Change %
+30.26%
% of All Funds
2.89%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
67
Increased
58
Reduced
49
Closed
19
Calls
$98.8M
Puts
$69M
Net Calls
+$29.8M
Net Calls Change
+$29.3M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$30.3M
2
Millennium Management
Millennium Management
New York
+$23.1M
3
Morgan Stanley
Morgan Stanley
New York
+$17.7M
4
Invesco
Invesco
Georgia
+$14.4M
5
Goldman Sachs
Goldman Sachs
New York
+$12.1M

Top Sellers

1
NIP
Nicholas Investment Partners
California
-$5.76M
2
FDS
First Dallas Securities
Texas
-$4.44M
3
ETC
Exchange Traded Concepts
Oklahoma
-$4.31M
4
AR
Advisory Research
Illinois
-$3.41M
5
LPL Financial
LPL Financial
California
-$3.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
BLAM
51
Bourne Lent Asset Management
New York
$2.99M +$26.3K +600 +1%
SEC
52
Seven Eight Capital
New York
$2.57M +$2.19M +50,025 New
Ameriprise
53
Ameriprise
Minnesota
$2.31M +$1.97M +44,946 New
DTL
54
Dynamic Technology Lab
Singapore
$2.3M +$1.97M +44,851 New
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$2.26M +$1.22M +27,778 +171%
TCM
56
Tanaka Capital Management
New York
$2.13M -$670K -15,293 -27%
DWM
57
Dakota Wealth Management
Florida
$2.13M +$169K +3,858 +10%
Adage Capital Partners
58
Adage Capital Partners
Massachusetts
$2.05M -$2.37M -54,150 -58%
NPT
59
National Philanthropic Trust
Pennsylvania
$2.03M +$1.73M +39,500 New
Balyasny Asset Management
60
Balyasny Asset Management
Illinois
$2.02M -$80.7K -1,840 -4%
EGM
61
Engineers Gate Manager
New York
$2.01M +$1.71M +39,108 New
Northern Trust
62
Northern Trust
Illinois
$1.97M -$46.3K -1,056 -3%
LCWP
63
Legacy Capital Wealth Partners
Arkansas
$1.95M – – –
AGC
64
Alden Global Capital
Florida
$1.93M +$1.65M +37,623 New
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$1.78M +$539K +12,291 +55%
RJFSA
66
Raymond James Financial Services Advisors
Florida
$1.73M -$1.84M -41,863 -55%
RJT
67
Raymond James Trust
Florida
$1.7M -$29.6K -675 -2%
LPL Financial
68
LPL Financial
California
$1.67M -$3.04M -69,456 -68%
QC
69
Quadrature Capital
United Kingdom
$1.67M +$1.43M +32,523 New
Swiss National Bank
70
Swiss National Bank
Switzerland
$1.64M -$83.3K -1,900 -6%
CC
71
Centiva Capital
New York
$1.41M +$1.21M +27,566 New
Capital Fund Management (CFM)
72
Capital Fund Management (CFM)
France
$1.39M +$574K +13,100 +94%
Stifel Financial
73
Stifel Financial
Missouri
$1.34M +$1.15M +26,194 New
Dimensional Fund Advisors
74
Dimensional Fund Advisors
Texas
$1.32M +$192K +4,386 +21%
State of Wisconsin Investment Board
75
State of Wisconsin Investment Board
Wisconsin
$1.31M +$499K +11,377 +80%
1 2
3
4 5

SYM Hedge Fund Activity: Q4 2023 in Review

198 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Symbotic (SYM) for Q4 2023, worth a combined $3.36B — up 64% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new SYM positions and 19 closed out — a net gain of 48 holders — while 58 added to existing stakes and 49 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $30.3M. The largest seller was Nicholas Investment Partners, cutting an estimated $5.76M.

  • 198 institutional investors held Symbotic (SYM) as of Q4 2023, up from 152 in Q3 2023.
  • Funds reported $3.36B of Symbotic stock for Q4 2023, up 64% quarter-over-quarter.
  • 67 funds opened new Symbotic positions in Q4 2023 and 19 closed out, a net change of +48 holders.
  • The largest Symbotic buyer in Q4 2023 was 1832 Asset Management, an estimated $30.3M added.
  • The largest Symbotic seller in Q4 2023 was Nicholas Investment Partners, an estimated $5.76M sold.

Based on aggregated 13F filings for Q4 2023.