Symbotic
17 hedge funds and large institutions have $273M invested in Symbotic in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 68 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
14% more capital invested
Capital invested by funds: $239M → $273M (+$33.1M)
2.96% more ownership
Funds ownership: 72.42% → 75.38% (+3%)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
78% less funds holding
Funds holding: 78 → 17 (-61)
90% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 68
Top Buyers
| 1 |
SGA
SB Global Advisers
London,
United Kingdom
|
+$219M |
| 2 |
SoftBank Group
Tokyo,
Japan
|
+$21.9M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
+$16.3M |
| 4 |
NWA
Navis Wealth Advisors
Rye Brook,
New York
|
+$8.06M |
| 5 |
BlackRock
New York
|
+$438K |
Top Sellers
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$19.4M |
| 2 |
SCM
Saba Capital Management
New York
|
-$16.4M |
| 3 |
Millennium Management
New York
|
-$13.1M |
| 4 |
Nomura Holdings
Tokyo,
Japan
|
-$11.8M |
| 5 |
CF
Cantor Fitzgerald
New York
|
-$11.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Hudson Bay Capital Management
Stamford,
Connecticut
| – | -$198K | -20,000 | Closed |
|
|
MIG
77
Mariner Investment Group
Harrison,
New York
| – | -$198K | -20,000 | Closed |
|
|
RZH
78
Relyea Zuckerberg Hanson
Stamford,
Connecticut
| – | -$198K | -20,000 | Closed |
|
|
AMH
79
Apollo Management Holdings
New York
| – | -$185K | -18,649 | Closed |
|
|
SIA
80
Schechter Investment Advisors
Birmingham,
Michigan
| – | -$124K | -12,490 | Closed |
|
|
AGC
81
Angelo Gordon & Co
New York
| – | -$99K | -10,000 | Closed |
|
|
ECM
82
ExodusPoint Capital Management
New York
| – | -$99K | -10,000 | Closed |
|
|
WAM
83
Wolverine Asset Management
Chicago,
Illinois
| – | -$72K | -7,312 | Closed |
|
|
DCM
84
Dupont Capital Management
Wilmington,
Delaware
| – | -$50K | -5,000 | Closed |
|
|
AC
85
Almitas Capital
Santa Monica,
California
| – | -$10K | -1,000 | Closed |
|
SYM Hedge Fund Activity: Q2 2022 in Review
17 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Symbotic (SYM) for Q2 2022, worth a combined $273M — up 14% from $239M a quarter earlier.
Sellers outnumbered buyers: 68 funds closed out of SYM and 7 opened new positions — a net loss of 61 holders — while 4 trimmed existing stakes and 3 added.
The largest buyer was SB Global Advisers, opening a new position worth an estimated $219M. The largest seller was Wellington Management Group, exiting entirely with an estimated $19.4M sold.
- 17 institutional investors held Symbotic (SYM) as of Q2 2022, down from 78 in Q1 2022.
- Funds reported $273M of Symbotic stock for Q2 2022, up 14% quarter-over-quarter.
- 7 funds opened new Symbotic positions in Q2 2022 and 68 closed out, a net change of -61 holders.
- The largest Symbotic buyer in Q2 2022 was SB Global Advisers, an estimated $219M added.
- The largest Symbotic seller in Q2 2022 was Wellington Management Group, an estimated $19.4M sold.
Based on aggregated 13F filings for Q2 2022.