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Symbotic

235 hedge funds and large institutions have $3.41B invested in Symbotic in 2024 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 89 increasing their positions, 31 reducing their positions, and 47 closing their positions.

Holders
235
Holders Change
+39
Holders Change %
+19.9%
% of All Funds
3.41%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
86
Increased
89
Reduced
31
Closed
47
Calls
$86.4M
Puts
$55.9M
Net Calls
+$30.5M
Net Calls Change
+$720K
Name Market Value Shares Shares
Change
Shares
Change %
CS
76
Credit Suisse
Switzerland
$1.41M 31,394 +9,400 +43%
BAM
77
Bosun Asset Management
Illinois
$1.39M 30,815 +30,815 New
Jane Street
78
Jane Street
New York
$1.38M 30,581 -116,283 -79%
DADC
79
D.A. Davidson & Co
Montana
$1.25M 27,825 +27,825 New
Group One Trading
80
Group One Trading
Illinois
$1.19M 26,358 +26,358 New
Arrowstreet Capital
81
Arrowstreet Capital
Massachusetts
$1.16M 25,739 -210,296 -89%
Stifel Financial
82
Stifel Financial
Missouri
$1.14M 25,345 -849 -3%
AA
83
AlphaCentric Advisors
Puerto Rico
$1.13M 25,000
EIM
84
Essex Investment Management
Massachusetts
$1.1M 24,516 +2,490 +11%
SPIA
85
Steward Partners Investment Advisory
New York
$1.1M 24,385 +7,111 +41%
RA
86
Royce & Associates
New York
$1.06M 23,500
State of Wisconsin Investment Board
87
State of Wisconsin Investment Board
Wisconsin
$1.03M 22,861 -2,716 -11%
Cetera Investment Advisers
88
Cetera Investment Advisers
Illinois
$970K 21,566 +21,566 New
Commonwealth Equity Services
89
Commonwealth Equity Services
Massachusetts
$923K 20,519 -23,525 -53%
VIP
90
Vista Investment Partners
Oklahoma
$922K 20,496 +2,046 +11%
FDS
91
First Dallas Securities
Texas
$869K 19,300 +7,300 +61%
EGM
92
Engineers Gate Manager
New York
$832K 18,488 -20,620 -53%
Wealth Enhancement Advisory Services
93
Wealth Enhancement Advisory Services
Minnesota
$789K 17,541 -2,145 -11%
WWM
94
Western Wealth Management
Colorado
$772K 17,150 +17,150 New
VF
95
Virtu Financial
New York
$770K 17,116 +17,116 New
RPCONE
96
Retirement Planning Company of New England
Rhode Island
$754K 16,765 +16,765 New
Comerica Bank
97
Comerica Bank
Texas
$749K 16,641 +15,491 +1,347%
PA
98
Pinnacle Associates
New York
$725K 16,115 +5,890 +58%
Envestnet Asset Management
99
Envestnet Asset Management
Illinois
$701K 15,568 +7,303 +88%
LCM
100
Lattice Capital Management
Washington
$698K 15,500