Symbotic
80 hedge funds and large institutions have $910M invested in Symbotic in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 5 closing their positions.
620% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 5
119% more capital invested
Capital invested by funds: $416M → $910M (+$493M)
100% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 11
60% more funds holding
Funds holding: 50 → 80 (+30)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
6.65% more ownership
Funds ownership: 59.51% → 66.15% (+6.6%)
21% less call options, than puts
Call options by funds: $1.19M | Put options by funds: $1.5M
Top Buyers
Top Sellers
| 1 |
Adage Capital Partners
Boston,
Massachusetts
|
-$7.76M |
| 2 |
NIP
Nicholas Investment Partners
Rancho Santa Fe,
California
|
-$1.35M |
| 3 |
LCS
Levin Capital Strategies
New York
|
-$430K |
| 4 |
Millennium Management
New York
|
-$405K |
| 5 |
RA
Royce & Associates
New York
|
-$385K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
76
Belpointe Asset Management
Reno,
Nevada
| $3.81K | +$2.79K | +167 | New |
|
|
RG
77
Retirement Group
San Diego,
California
| $2K | +$1.67K | +100 | New |
|
|
NL
78
NVWM LLC
Yardley,
Pennsylvania
| $1.14K | – | – | – |
|
|
CYG
79
Clean Yield Group
Norwich,
Vermont
| $457 | – | – | – |
|
80
Barclays
London,
United Kingdom
| $91 | – | – | – |
|
|
81
Adage Capital Partners
Boston,
Massachusetts
| – | -$7.76M | -650,000 | Closed |
|
|
LCS
82
Levin Capital Strategies
New York
| – | -$430K | -36,000 | Closed |
|
|
MCC
83
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$36.4K | -3,050 | Closed |
|
84
Rockefeller Capital Management
New York
| – | -$29K | -2,500 | Closed |
|
SYM Hedge Fund Activity: Q1 2023 in Review
80 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Symbotic (SYM) for Q1 2023, worth a combined $910M — up 119% from $416M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new SYM positions and 5 closed out — a net gain of 31 holders — while 22 added to existing stakes and 11 trimmed.
The largest buyer was SoftBank Group, adding an estimated $334M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $7.76M sold.
- 80 institutional investors held Symbotic (SYM) as of Q1 2023, up from 50 in Q4 2022.
- Funds reported $910M of Symbotic stock for Q1 2023, up 119% quarter-over-quarter.
- 36 funds opened new Symbotic positions in Q1 2023 and 5 closed out, a net change of +31 holders.
- The largest Symbotic buyer in Q1 2023 was SoftBank Group, an estimated $334M added.
- The largest Symbotic seller in Q1 2023 was Adage Capital Partners, an estimated $7.76M sold.
Based on aggregated 13F filings for Q1 2023.