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Symbotic
SYM

239 hedge funds and large institutions have $2.9B invested in Symbotic in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 105 increasing their positions, 53 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 53

53% more call options, than puts

Call options by funds: $87.3M | Put options by funds: $57M

22% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 37

1.2% more ownership

Funds ownership: 79.56% → 80.76% (+1.2%)

1% more funds holding

Funds holding: 237 → 239 (+2)

15% less capital invested

Capital invested by funds: $3.41B → $2.9B (-$511M)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
239
Holders Change
+2
Holders Change %
+0.84%
% of All Funds
3.45%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
45
Increased
105
Reduced
53
Closed
37
Calls
$87.3M
Puts
$57M
Net Calls
+$30.2M
Net Calls Change
-$324K

Top Buyers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$47.6M
2
Citadel Advisors
Citadel Advisors
Florida
+$31.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$30.3M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$21.4M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$20.6M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$22.4M
2
JGC
J. Goldman & Co
New York
-$12.3M
3
First Trust Advisors
First Trust Advisors
Illinois
-$9.39M
4
ACM
Anomaly Capital Management
New York
-$5.68M
5
MIM
Monashee Investment Management
Massachusetts
-$4.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
51
Northern Trust
Illinois
$2.85M +$447K +11,059 +16%
1CM
52
1492 Capital Management
Wisconsin
$2.85M +$3.09M +76,283 +1,603%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$2.84M +$286K +7,058 +10%
UBS AM
54
UBS AM
Illinois
$2.61M +$2.5M +61,715 +498%
NCGI
55
Next Century Growth Investors
Minnesota
$2.52M -$7.36K -182 -0.3%
Swiss National Bank
56
Swiss National Bank
Switzerland
$2.44M +$1.47M +36,400 +110%
TFCM
57
Taylor Frigon Capital Management
Arizona
$2.35M -$3.56K -88 -0.1%
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$2.21M +$2.55M +62,980 New
BLAM
59
Bourne Lent Asset Management
New York
$2.17M +$6.07K +150 +0.2%
SG Americas Securities
60
SG Americas Securities
New York
$2.13M +$2.45M +60,524 New
William Blair & Company
61
William Blair & Company
Illinois
$1.97M +$917K +22,665 +68%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$1.85M +$146K +3,619 +7%
UBS Group
63
UBS Group
Switzerland
$1.79M -$2.34M -57,814 -53%
Jane Street
64
Jane Street
New York
$1.79M +$819K +20,232 +66%
GCM
65
Ghisallo Capital Management
Massachusetts
$1.76M -$2.02M -50,000 -50%
LCWP
66
Legacy Capital Wealth Partners
Arkansas
$1.73M +$1.99M +49,114 New
HAIM
67
Hunter Associates Investment Management
Pennsylvania
$1.7M +$369K +9,132 +23%
Voloridge Investment Management
68
Voloridge Investment Management
Florida
$1.68M -$1.91M -47,159 -50%
Dimensional Fund Advisors
69
Dimensional Fund Advisors
Texas
$1.52M +$340K +8,415 +24%
HT
70
HAP Trading
New York
$1.52M +$1.75M +43,311 New
MCM
71
Marathon Capital Management
Maryland
$1.48M +$126K +3,115 +8%
TCM
72
Tanaka Capital Management
New York
$1.46M – – –
RFA
73
Register Financial Advisors
Georgia
$1.45M +$1.22M +30,100 +269%
Goldman Sachs
74
Goldman Sachs
New York
$1.42M +$1.37M +33,740 +500%
SC
75
Sculptor Capital
New York
$1.4M – – –
1 2
3
4 5

SYM Hedge Fund Activity: Q2 2024 in Review

239 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Symbotic (SYM) for Q2 2024, worth a combined $2.9B — down 15% from $3.41B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SYM positions and 37 closed out — a net gain of 8 holders — while 105 added to existing stakes and 53 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $47.6M. The largest seller was Mirae Asset Global Investments, cutting an estimated $22.4M.

  • 239 institutional investors held Symbotic (SYM) as of Q2 2024, up from 237 in Q1 2024.
  • Funds reported $2.9B of Symbotic stock for Q2 2024, down 15% quarter-over-quarter.
  • 45 funds opened new Symbotic positions in Q2 2024 and 37 closed out, a net change of +8 holders.
  • The largest Symbotic buyer in Q2 2024 was Baillie Gifford & Co, an estimated $47.6M added.
  • The largest Symbotic seller in Q2 2024 was Mirae Asset Global Investments, an estimated $22.4M sold.

Based on aggregated 13F filings for Q2 2024.