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Symbotic
SYM

74 hedge funds and large institutions have $249M invested in Symbotic in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 9 increasing their positions, 19 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $220M → $249M (+$29.2M)

6.21% more ownership

Funds ownership: 69.23% → 75.44% (+6.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

10% less funds holding

Funds holding: 82 → 74 (-8)

32% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 25

53% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 19

Holders
74
Holders Change
-8
Holders Change %
-9.76%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
9
Reduced
19
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$23.9M
2
LCM
LH Capital Markets
New York
+$9.96M
3
TAL
TIG Advisors LLC
New York
+$6.17M
4
JG
Jefferies Group
New York
+$6.13M
5
Millennium Management
Millennium Management
New York
+$5.19M

Top Sellers

Rank Fund Capital Flow
1
TP
Third Point
New York
-$7.86M
2
GCL
Glazer Capital LLC
New York
-$6.99M
3
BCM
Beryl Capital Management
California
-$5.9M
4
WAM
Weiss Asset Management
Massachusetts
-$4.95M
5
UOC
UBS O'Connor
Illinois
-$2.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCPPUI
76
MIC Capital Partners (Public) (US) IM
United Arab Emirates
– -$6.88M -700,000 Closed
BCM
77
Beryl Capital Management
California
– -$5.9M -600,200 Closed
WAM
78
Weiss Asset Management
Massachusetts
– -$4.95M -503,409 Closed
CIM
79
Cowen Investment Management
New York
– -$4.42K -450,000 Closed
SBLIC
80
Security Benefit Life Insurance Company
Kansas
– -$2.46M -250,000 Closed
CCFM
81
Cohen & Co Financial Management
New York
– -$1.97M -200,000 Closed
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
– -$1.54M -156,599 Closed
EAM
83
Exos Asset Management
New York
– -$1.19M -121,119 Closed
Citadel Advisors
84
Citadel Advisors
Florida
– -$1.06M -107,785 Closed
LOAMU
85
Lombard Odier Asset Management (USA)
New York
– -$983K -100,000 Closed
COPPSERS
86
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
– -$492K -50,000 Closed
ESCM
87
Echo Street Capital Management
New York
– -$492K -50,000 Closed
AC
88
Athanor Capital
New York
– -$355K -36,131 Closed
AA
89
AQR Arbitrage
Connecticut
– -$344K -35,000 Closed
RCM
90
Ratan Capital Management
Florida
– -$295K -30,000 Closed
EC
91
EJF Capital
Virginia
– -$197K -20,000 Closed
SCM
92
Shaolin Capital Management
Florida
– -$197K -20,000 Closed
HP
93
Hound Partners
New York
– -$196K -19,960 Closed
SSA
94
Schonfeld Strategic Advisors
New York
– -$184K -18,700 Closed
JGC
95
J. Goldman & Co
New York
– -$155K -15,758 Closed
Walleye Capital
96
Walleye Capital
New York
– -$118 -12,000 Closed
SC
97
Sierra Capital
Florida
– -$98K -10,000 Closed
Royal Bank of Canada
98
Royal Bank of Canada
Ontario, Canada
– -$24K -2,448 Closed
TRCT
99
Tower Research Capital (TRC)
New York
– -$8K -818 Closed
1 2 3
4

SYM Hedge Fund Activity: Q4 2021 in Review

74 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Symbotic (SYM) for Q4 2021, worth a combined $249M — up 13% from $220M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of SYM and 17 opened new positions — a net loss of 8 holders — while 19 trimmed existing stakes and 9 added.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $23.9M. The largest seller was Third Point, exiting entirely with an estimated $7.86M sold.

  • 74 institutional investors held Symbotic (SYM) as of Q4 2021, down from 82 in Q3 2021.
  • Funds reported $249M of Symbotic stock for Q4 2021, up 13% quarter-over-quarter.
  • 17 funds opened new Symbotic positions in Q4 2021 and 25 closed out, a net change of -8 holders.
  • The largest Symbotic buyer in Q4 2021 was Wellington Management Group, an estimated $23.9M added.
  • The largest Symbotic seller in Q4 2021 was Third Point, an estimated $7.86M sold.

Based on aggregated 13F filings for Q4 2021.