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Symbotic
SYM

198 hedge funds and large institutions have $3.36B invested in Symbotic in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 58 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 19

64% more capital invested

Capital invested by funds: $2.05B → $3.36B (+$1.31B)

43% more call options, than puts

Call options by funds: $98.8M | Put options by funds: $69M

30% more funds holding

Funds holding: 152 → 198 (+46)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

18% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 49

2.32% more ownership

Funds ownership: 75.96% → 78.28% (+2.3%)

Holders
198
Holders Change
+46
Holders Change %
+30.26%
% of All Funds
2.89%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
67
Increased
58
Reduced
49
Closed
19
Calls
$98.8M
Puts
$69M
Net Calls
+$29.8M
Net Calls Change
+$29.3M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$30.3M
2
Millennium Management
Millennium Management
New York
+$23.1M
3
Morgan Stanley
Morgan Stanley
New York
+$17.7M
4
Invesco
Invesco
Georgia
+$14.4M
5
Goldman Sachs
Goldman Sachs
New York
+$12.1M

Top Sellers

1
NIP
Nicholas Investment Partners
California
-$5.76M
2
FDS
First Dallas Securities
Texas
-$4.44M
3
ETC
Exchange Traded Concepts
Oklahoma
-$4.31M
4
AR
Advisory Research
Illinois
-$3.41M
5
LPL Financial
LPL Financial
California
-$3.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
Natixis Advisors
101
Natixis Advisors
Massachusetts
$563K +$20K +456 +4%
SPS
102
Susquehanna Portfolio Strategies
Pennsylvania
$560K +$478K +10,902 New
HighTower Advisors
103
HighTower Advisors
Illinois
$552K +$56.1K +1,280 +14%
LCM
104
Legato Capital Management
California
$541K -$673K -15,345 -59%
GIM
105
Granahan Investment Management
Massachusetts
$532K +$59.6K +1,360 +15%
PA
106
Pinnacle Associates
New York
$525K – – –
Amundi
107
Amundi
France
$508K -$137K -3,132 -21%
SSA
108
Schonfeld Strategic Advisors
New York
$426K +$364K +8,300 New
CG
109
Cutler Group
California
$425K -$1.69M -38,510 -82%
Envestnet Asset Management
110
Envestnet Asset Management
Illinois
$424K +$362K +8,265 New
Janus Henderson Group
111
Janus Henderson Group
United Kingdom
$423K +$1.01K +23 +0.3%
Citigroup
112
Citigroup
New York
$407K -$175K -3,987 -33%
AIM
113
Aigen Investment Management
New York
$392K -$380K -8,673 -53%
CA
114
Cetera Advisors
Colorado
$387K +$330K +7,531 New
CC
115
Cipher Capital
New York
$371K +$317K +7,225 New
MML Investors Services
116
MML Investors Services
Massachusetts
$353K +$30.5K +696 +11%
AAS
117
Avantax Advisory Services
Texas
$338K -$1.75K -40 -0.6%
William Blair & Company
118
William Blair & Company
Illinois
$331K +$282K +6,440 New
IWC
119
Integrated Wealth Concepts
Massachusetts
$330K +$282K +6,435 New
TRCT
120
Tower Research Capital (TRC)
New York
$329K -$65.6K -1,497 -19%
SIG
121
Stonegate Investment Group
Alabama
$318K +$272K +6,200 New
EWM
122
Elite Wealth Management
Washington
$317K -$4.51K -103 -2%
Verition Fund Management
123
Verition Fund Management
Connecticut
$313K -$49.8K -1,136 -16%
GAM
124
Gotham Asset Management
New York
$309K +$264K +6,016 New
WLG
125
Williamson Legacy Group
Indiana
$309K +$264K +6,015 New
3 4
5
6 7

SYM Hedge Fund Activity: Q4 2023 in Review

198 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Symbotic (SYM) for Q4 2023, worth a combined $3.36B — up 64% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new SYM positions and 19 closed out — a net gain of 48 holders — while 58 added to existing stakes and 49 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $30.3M. The largest seller was Nicholas Investment Partners, cutting an estimated $5.76M.

  • 198 institutional investors held Symbotic (SYM) as of Q4 2023, up from 152 in Q3 2023.
  • Funds reported $3.36B of Symbotic stock for Q4 2023, up 64% quarter-over-quarter.
  • 67 funds opened new Symbotic positions in Q4 2023 and 19 closed out, a net change of +48 holders.
  • The largest Symbotic buyer in Q4 2023 was 1832 Asset Management, an estimated $30.3M added.
  • The largest Symbotic seller in Q4 2023 was Nicholas Investment Partners, an estimated $5.76M sold.

Based on aggregated 13F filings for Q4 2023.