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Symbotic

237 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, 104 increasing their positions, 52 reducing their positions, and 37 closing their positions.

Holders
237
Holders Change
+2
Holders Change %
+0.85%
% 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
104
Reduced
52
Closed
37
Calls
$87.3M
Puts
$57M
Net Calls
+$30.2M
Net Calls Change
-$323K
Name Market Value Shares Shares
Change
Shares
Change %
Capital Fund Management (CFM)
76
Capital Fund Management (CFM)
France
$1.4M 39,698 +39,698 New
RJT
77
Raymond James Trust
Florida
$1.33M 37,922 +3,700 +11%
GIM
78
Granahan Investment Management
Massachusetts
$1.24M 35,169 -10,490 -23%
LPL Financial
79
LPL Financial
California
$1.22M 34,785 -6,032 -15%
Twin Tree Management
80
Twin Tree Management
Texas
$1.16M 32,968 +32,968 New
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$1.12M 31,932 +16,364 +105%
California State Teachers Retirement System (CalSTRS)
82
California State Teachers Retirement System (CalSTRS)
California
$1.12M 31,846 +16,789 +112%
DADC
83
D.A. Davidson & Co
Montana
$1.11M 31,468 +3,643 +13%
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$1.09M 30,996 +10,477 +51%
BCM
85
Bayesian Capital Management
New York
$1.07M 30,495 +30,495 New
SPIA
86
Steward Partners Investment Advisory
New York
$1.02M 28,942 +4,557 +19%
PL
87
Polianta Ltd
Jersey
$984K 28,000 +28,000 New
VIP
88
Vista Investment Partners
Oklahoma
$981K 27,899 +7,403 +36%
GAM
89
Gotham Asset Management
New York
$942K 26,789 +26,789 New
IMC Chicago
90
IMC Chicago
Illinois
$934K 26,553 +26,553 New
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$908K 25,837 +4,271 +20%
BAM
92
Bosun Asset Management
Illinois
$902K 25,651 -5,164 -17%
Verition Fund Management
93
Verition Fund Management
Connecticut
$871K 24,767 +13,403 +118%
DTL
94
Dynamic Technology Lab
Singapore
$846K 24,055 +24,055 New
RA
95
Royce & Associates
New York
$826K 23,500
CM
96
Caption Management
Oklahoma
$759K 21,600 +21,600 New
HighTower Advisors
97
HighTower Advisors
Illinois
$755K 21,305 +6,105 +40%
Man Group
98
Man Group
United Kingdom
$735K 20,905 -100,951 -83%
JFG
99
Jefferies Financial Group
New York
$735K 20,894 +20,894 New
Bank of America
100
Bank of America
North Carolina
$730K 20,765 -41,382 -67%