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Symbotic
SYM

Overview Fund Activity

196 hedge funds and large institutions have $3.36B invested in Symbotic in 2023 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 19 closing their positions.

Holders
196
Holders Change
+45
Holders Change %
+29.8%
% of All Funds
2.87%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
66
Increased
57
Reduced
49
Closed
19
Calls
$98.8M
Puts
$69M
Net Calls
+$29.8M
Net Calls Change
+$29.3M

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$54.2M
2
Millennium Management
2
Millennium Management
New York
$36.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$31.4M
4
Invesco
4
Invesco
Georgia
$16.8M
5
Goldman Sachs
5
Goldman Sachs
New York
$16.4M

Top Sellers

1
NIP
1
Nicholas Investment Partners
California
$8.3M
2
FDS
2
First Dallas Securities
Texas
$616K
3
ETC
3
Exchange Traded Concepts
Oklahoma
$13.2M
4
AR
4
Advisory Research
Illinois
$3.06M
5
LPL Financial
5
LPL Financial
California
$1.67M
Name Market Value Shares Shares
Change 		Shares
Change %
BLAM
51
Bourne Lent Asset Management
New York
$2.99M 58,260 +600 +1%
SEC
52
Seven Eight Capital
New York
$2.57M 50,025 +50,025 New
Ameriprise
53
Ameriprise
Minnesota
$2.31M 44,946 +44,946 New
DTL
54
Dynamic Technology Lab
Singapore
$2.3M 44,851 +44,851 New
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$2.26M 44,044 +27,778 +171%
TCM
56
Tanaka Capital Management
New York
$2.13M 41,537 -15,293 -27%
DWM
57
Dakota Wealth Management
Florida
$2.13M 41,407 +3,858 +10%
Adage Capital Partners
58
Adage Capital Partners
Massachusetts
$2.05M 40,000 -54,150 -58%
Balyasny Asset Management
59
Balyasny Asset Management
Illinois
$2.02M 39,438 -1,840 -4%
EGM
60
Engineers Gate Manager
New York
$2.01M 39,108 +39,108 New
Northern Trust
61
Northern Trust
Illinois
$1.97M 38,334 -1,056 -3%
LCWP
62
Legacy Capital Wealth Partners
Arkansas
$1.95M 38,000 – –
AGC
63
Alden Global Capital
Florida
$1.93M 37,623 +37,623 New
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$1.78M 34,681 +12,291 +55%
RJFSA
65
Raymond James Financial Services Advisors
Florida
$1.73M 33,664 -41,863 -55%
RJT
66
Raymond James Trust
Florida
$1.7M 33,200 -675 -2%
LPL Financial
67
LPL Financial
California
$1.67M 32,603 -69,456 -68%
QC
68
Quadrature Capital
United Kingdom
$1.67M 32,523 +32,523 New
Swiss National Bank
69
Swiss National Bank
Switzerland
$1.64M 31,900 -1,900 -6%
CC
70
Centiva Capital
New York
$1.41M 27,566 +27,566 New
Capital Fund Management (CFM)
71
Capital Fund Management (CFM)
France
$1.39M 27,000 +13,100 +94%
Stifel Financial
72
Stifel Financial
Missouri
$1.34M 26,194 +26,194 New
Dimensional Fund Advisors
73
Dimensional Fund Advisors
Texas
$1.32M 25,689 +4,386 +21%
State of Wisconsin Investment Board
74
State of Wisconsin Investment Board
Wisconsin
$1.31M 25,577 +11,377 +80%
AA
75
AlphaCentric Advisors
Puerto Rico
$1.28M 25,000 – –
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