Symbotic
78 hedge funds and large institutions have $239M invested in Symbotic in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 19 reducing their positions, and 9 closing their positions.
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
5% more funds holding
Funds holding: 74 → 78 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less capital invested
Capital invested by funds: $249M → $239M (-$9.75M)
3.03% less ownership
Funds ownership: 75.44% → 72.42% (-3%)
42% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$9.14M |
| 2 |
FTCM
First Trust Capital Management
Chicago,
Illinois
|
+$7.91M |
| 3 |
LCS
Levin Capital Strategies
New York
|
+$4.62M |
| 4 |
WCMNY
Westchester Capital Management (New York)
Valhalla,
New York
|
+$4.08M |
| 5 |
RL
RPO LLC
Stamford,
Connecticut
|
+$3.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Tiger Global Management
New York
|
-$11M |
| 2 |
LCM
LH Capital Markets
New York
|
-$10M |
| 3 |
JG
Jefferies Group
New York
|
-$6.5M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$4.41M |
| 5 |
GCL
Glazer Capital LLC
New York
|
-$4.09M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Morgan Stanley
New York
| $10K | – | – | – |
|
|
AC
77
Almitas Capital
Santa Monica,
California
| $10K | +$9.9K | +1,000 | New |
|
|
BGIM
78
Boussard & Gavaudan Investment Management
London,
United Kingdom
| $198 | – | – | – |
|
|
79
Tiger Global Management
New York
| – | -$11M | -1,100,000 | Closed |
|
|
LCM
80
LH Capital Markets
New York
| – | -$10M | -1,000,000 | Closed |
|
|
JG
81
Jefferies Group
New York
| – | -$6.5M | -650,000 | Closed |
|
82
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$3M | -300,000 | Closed |
|
|
UOC
83
UBS O'Connor
Chicago,
Illinois
| – | -$2.02M | -202,271 | Closed |
|
|
SCM
84
Segantii Capital Management
Hong Kong
| – | -$500K | -50,000 | Closed |
|
85
Mirae Asset Global Investments
Seoul,
South Korea
| – | -$242K | -24,205 | Closed |
|
|
AA
86
Ancora Advisors
Cleveland,
Ohio
| – | -$20K | -2,000 | Closed |
|
87
UBS Group
Zurich,
Switzerland
| – | -$12K | -1,214 | Closed |
|
SYM Hedge Fund Activity: Q1 2022 in Review
78 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Symbotic (SYM) for Q1 2022, worth a combined $239M — down 3.9% from $249M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SYM positions and 9 closed out — a net gain of 4 holders — while 11 added to existing stakes and 19 trimmed.
The largest buyer was Weiss Asset Management, opening a new position worth an estimated $9.14M. The largest seller was Tiger Global Management, exiting entirely with an estimated $11M sold.
- 78 institutional investors held Symbotic (SYM) as of Q1 2022, up from 74 in Q4 2021.
- Funds reported $239M of Symbotic stock for Q1 2022, down 3.9% quarter-over-quarter.
- 13 funds opened new Symbotic positions in Q1 2022 and 9 closed out, a net change of +4 holders.
- The largest Symbotic buyer in Q1 2022 was Weiss Asset Management, an estimated $9.14M added.
- The largest Symbotic seller in Q1 2022 was Tiger Global Management, an estimated $11M sold.
Based on aggregated 13F filings for Q1 2022.