We are live on ! Find out more
SYM icon

Symbotic
SYM

239 hedge funds and large institutions have $2.9B invested in Symbotic in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 105 increasing their positions, 53 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 53

53% more call options, than puts

Call options by funds: $87.3M | Put options by funds: $57M

22% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 37

1.2% more ownership

Funds ownership: 79.56% → 80.76% (+1.2%)

1% more funds holding

Funds holding: 237 → 239 (+2)

15% less capital invested

Capital invested by funds: $3.41B → $2.9B (-$511M)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
239
Holders Change
+2
Holders Change %
+0.84%
% of All Funds
3.45%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
45
Increased
105
Reduced
53
Closed
37
Calls
$87.3M
Puts
$57M
Net Calls
+$30.2M
Net Calls Change
-$324K

Top Buyers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$47.6M
2
Citadel Advisors
Citadel Advisors
Florida
+$31.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$30.3M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$21.4M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$20.6M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$22.4M
2
JGC
J. Goldman & Co
New York
-$12.3M
3
First Trust Advisors
First Trust Advisors
Illinois
-$9.39M
4
ACM
Anomaly Capital Management
New York
-$5.68M
5
MIM
Monashee Investment Management
Massachusetts
-$4.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
Capital Fund Management (CFM)
76
Capital Fund Management (CFM)
France
$1.4M +$1.61M +39,698 New
RJT
77
Raymond James Trust
Florida
$1.33M +$150K +3,700 +11%
GIM
78
Granahan Investment Management
Massachusetts
$1.24M -$424K -10,490 -23%
LPL Financial
79
LPL Financial
California
$1.22M -$244K -6,032 -15%
Twin Tree Management
80
Twin Tree Management
Texas
$1.16M +$1.33M +32,968 New
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$1.12M +$662K +16,364 +105%
California State Teachers Retirement System (CalSTRS)
82
California State Teachers Retirement System (CalSTRS)
California
$1.12M +$679K +16,789 +112%
DADC
83
D.A. Davidson & Co
Montana
$1.11M +$147K +3,643 +13%
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$1.09M +$424K +10,477 +51%
BCM
85
Bayesian Capital Management
New York
$1.07M +$1.23M +30,495 New
SPIA
86
Steward Partners Investment Advisory
New York
$1.02M +$184K +4,557 +19%
PL
87
Polianta Ltd
Jersey
$984K +$1.13M +28,000 New
VIP
88
Vista Investment Partners
Oklahoma
$981K +$300K +7,403 +36%
GAM
89
Gotham Asset Management
New York
$942K +$1.08M +26,789 New
IMC Chicago
90
IMC Chicago
Illinois
$934K +$1.07M +26,553 New
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$908K +$173K +4,271 +20%
BAM
92
Bosun Asset Management
Illinois
$902K -$209K -5,164 -17%
Verition Fund Management
93
Verition Fund Management
Connecticut
$871K +$542K +13,403 +118%
DTL
94
Dynamic Technology Lab
Singapore
$846K +$973K +24,055 New
RA
95
Royce & Associates
New York
$826K – – –
CM
96
Caption Management
Oklahoma
$759K +$874K +21,600 New
HighTower Advisors
97
HighTower Advisors
Illinois
$755K +$247K +6,105 +40%
Man Group
98
Man Group
United Kingdom
$735K -$4.08M -100,951 -83%
JFG
99
Jefferies Financial Group
New York
$735K +$845K +20,894 New
Bank of America
100
Bank of America
North Carolina
$730K -$1.67M -41,382 -67%
2 3
4
5 6

SYM Hedge Fund Activity: Q2 2024 in Review

239 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Symbotic (SYM) for Q2 2024, worth a combined $2.9B — down 15% from $3.41B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SYM positions and 37 closed out — a net gain of 8 holders — while 105 added to existing stakes and 53 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $47.6M. The largest seller was Mirae Asset Global Investments, cutting an estimated $22.4M.

  • 239 institutional investors held Symbotic (SYM) as of Q2 2024, up from 237 in Q1 2024.
  • Funds reported $2.9B of Symbotic stock for Q2 2024, down 15% quarter-over-quarter.
  • 45 funds opened new Symbotic positions in Q2 2024 and 37 closed out, a net change of +8 holders.
  • The largest Symbotic buyer in Q2 2024 was Baillie Gifford & Co, an estimated $47.6M added.
  • The largest Symbotic seller in Q2 2024 was Mirae Asset Global Investments, an estimated $22.4M sold.

Based on aggregated 13F filings for Q2 2024.