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Symbotic
SYM

Overview Fund Activity

211 hedge funds and large institutions have $2.14B invested in Symbotic in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 83 increasing their positions, 50 reducing their positions, and 66 closing their positions.

Holders
211
Holders Change
-26
Holders Change %
-10.97%
% of All Funds
3.05%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
41
Increased
83
Reduced
50
Closed
66
Calls
$71.7M
Puts
$184M
Net Calls
-$113M
Net Calls Change
-$143M

Top Buyers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$343M
2
FCM
2
Frontier Capital Management
Massachusetts
$29M
3
Goldman Sachs
3
Goldman Sachs
New York
$16.7M
4
Bank of America
4
Bank of America
North Carolina
$13M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$13.6M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.55M
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$1.97M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$0
4
Invesco
4
Invesco
Georgia
$14.1M
5
DCM
5
Driehaus Capital Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Canada Pension Plan Investment Board
51
Canada Pension Plan Investment Board
Ontario, Canada
$1.97M 80,800 -695,100 -90%
Swiss National Bank
52
Swiss National Bank
Switzerland
$1.95M 79,800 +10,400 +15%
Baird Financial Group
53
Baird Financial Group
Wisconsin
$1.74M 71,290 -25,884 -27%
TFCM
54
Taylor Frigon Capital Management
Arizona
$1.7M 70,129 +3,255 +5%
SA
55
Sanctuary Advisors
Indiana
$1.64M 42,197 +42,197 New
BLAM
56
Bourne Lent Asset Management
New York
$1.58M 64,710 +3,000 +5%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$1.54M 63,018 -17,689 -22%
HAIM
58
Hunter Associates Investment Management
Pennsylvania
$1.53M 63,093 +14,487 +30%
TGM
59
Tenzing Global Management
California
$1.52M 62,500 +62,500 New
William Blair & Company
60
William Blair & Company
Illinois
$1.52M 62,466 +6,436 +11%
Dimensional Fund Advisors
61
Dimensional Fund Advisors
Texas
$1.49M 61,185 +17,818 +41%
RJT
62
Raymond James Trust
Florida
$1.44M 59,050 +21,128 +56%
UBS AM
63
UBS AM
Illinois
$1.42M 58,407 -15,708 -21%
Holocene Advisors
64
Holocene Advisors
New York
$1.2M 49,224 +49,224 New
LCWP
65
Legacy Capital Wealth Partners
Arkansas
$1.2M 49,114 – –
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$1.17M 48,053 +17,057 +55%
MMEA
67
Main Management ETF Advisors
California
$1.1M 45,008 +45,008 New
SEC
68
Seven Eight Capital
New York
$1.05M 43,163 +43,163 New
TCM
69
Tanaka Capital Management
New York
$1.05M 43,092 +1,555 +4%
MCM
70
Marathon Capital Management
Maryland
$969K 39,730 -2,325 -6%
1WA
71
180 Wealth Advisors
Washington
$892K 36,558 +36,558 New
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$870K 35,682 +3,836 +12%
Comerica Bank
73
Comerica Bank
Texas
$862K 35,362 +17,448 +97%
Amundi
74
Amundi
France
$849K 36,304 +17,733 +95%
DAM
75
Doheny Asset Management
California
$822K 33,690 +33,690 New
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