Symbotic
82 hedge funds and large institutions have $220M invested in Symbotic in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 7 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
171% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 7
18% more capital invested
Capital invested by funds: $187M → $220M (+$32.9M)
9.94% more ownership
Funds ownership: 59.29% → 69.23% (+9.9%)
8% more funds holding
Funds holding: 76 → 82 (+6)
Top Buyers
| 1 |
BCM
Beryl Capital Management
Redondo Beach,
California
|
+$5.89M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$5.58M |
| 3 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$4.94M |
| 4 |
UOC
UBS O'Connor
Chicago,
Illinois
|
+$4.43M |
| 5 |
CIM
Cowen Investment Management
New York
|
+$3.44M |
Top Sellers
| 1 |
Allianz Asset Management
Munich,
Germany
|
-$4.97M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$4.39M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.42M |
| 4 |
ACA
Arena Capital Advisors
Los Angeles,
California
|
-$731K |
| 5 |
CL
CSS LLC
Chicago,
Illinois
|
-$656K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WCMNY
76
Westchester Capital Management (New York)
Valhalla,
New York
| $49K | – | – | – |
|
77
Royal Bank of Canada
Toronto,
Ontario, Canada
| $24K | +$98 | +10 | +0.4% |
|
|
AA
78
Ancora Advisors
Cleveland,
Ohio
| $20K | +$19.6K | +2,000 | New |
|
|
TRCT
79
Tower Research Capital (TRC)
New York
| $8K | +$8.03K | +818 | New |
|
|
CIM
80
Cowen Investment Management
New York
| $4.42K | +$3.44M | +350,000 | +350% |
|
|
BGIM
81
Boussard & Gavaudan Investment Management
London,
United Kingdom
| $197 | – | – | – |
|
82
Walleye Capital
New York
| $118 | – | – | – |
|
|
83
Allianz Asset Management
Munich,
Germany
| – | -$4.97M | -500,000 | Closed |
|
84
UBS Group
Zurich,
Switzerland
| – | -$37K | -3,757 | Closed |
|
|
PAM
85
Panagora Asset Management
Boston,
Massachusetts
| – | -$18K | -1,801 | Closed |
|
SYM Hedge Fund Activity: Q3 2021 in Review
82 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Symbotic (SYM) for Q3 2021, worth a combined $220M — up 18% from $187M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new SYM positions and 3 closed out — a net gain of 6 holders — while 19 added to existing stakes and 7 trimmed.
The largest buyer was Beryl Capital Management, opening a new position worth an estimated $5.89M. The largest seller was Allianz Asset Management, exiting entirely with an estimated $4.97M sold.
- 82 institutional investors held Symbotic (SYM) as of Q3 2021, up from 76 in Q2 2021.
- Funds reported $220M of Symbotic stock for Q3 2021, up 18% quarter-over-quarter.
- 9 funds opened new Symbotic positions in Q3 2021 and 3 closed out, a net change of +6 holders.
- The largest Symbotic buyer in Q3 2021 was Beryl Capital Management, an estimated $5.89M added.
- The largest Symbotic seller in Q3 2021 was Allianz Asset Management, an estimated $4.97M sold.
Based on aggregated 13F filings for Q3 2021.