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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
FDS
101
First Dallas Securities
Texas
$707K +$32.4K +800 +4%
AA
102
AlphaCentric Advisors
Puerto Rico
$703K -$202K -5,000 -20%
RPCONE
103
Retirement Planning Company of New England
Rhode Island
$687K +$113K +2,786 +17%
EGM
104
Engineers Gate Manager
New York
$657K +$7.48K +185 +1%
Amundi
105
Amundi
France
$656K +$274K +6,762 +57%
EIM
106
Essex Investment Management
Massachusetts
$651K -$243K -6,012 -25%
Comerica Bank
107
Comerica Bank
Texas
$630K +$51.5K +1,273 +8%
Janus Henderson Group
108
Janus Henderson Group
United Kingdom
$612K +$370K +9,151 +111%
Stifel Financial
109
Stifel Financial
Missouri
$608K -$326K -8,059 -32%
PA
110
Pinnacle Associates
New York
$567K – – –
JP Morgan Chase
111
JP Morgan Chase
New York
$558K +$208K +5,146 +48%
WWM
112
Western Wealth Management
Colorado
$557K -$52.6K -1,300 -8%
Wealth Enhancement Advisory Services
113
Wealth Enhancement Advisory Services
Minnesota
$556K -$70.1K -1,733 -10%
Mirae Asset Global Investments
114
Mirae Asset Global Investments
South Korea
$545K -$22.4M -553,086 -97%
LCM
115
Lattice Capital Management
Washington
$545K – – –
FRM
116
Fox Run Management
Connecticut
$543K +$624K +15,430 New
AQR Capital Management
117
AQR Capital Management
Connecticut
$514K +$591K +14,612 New
JF
118
Jump Financial
Illinois
$512K +$589K +14,561 New
CC
119
Centiva Capital
New York
$512K +$589K +14,556 New
Mitsubishi UFJ Asset Management
120
Mitsubishi UFJ Asset Management
Japan
$511K +$23.9K +590 +4%
ET
121
Entropy Technologies
New York
$509K +$586K +14,486 New
QC
122
Quent Capital
New York
$503K – – –
State of Wisconsin Investment Board
123
State of Wisconsin Investment Board
Wisconsin
$490K -$361K -8,921 -39%
Osaic Holdings
124
Osaic Holdings
Arizona
$481K -$46K -1,138 -8%
US Bancorp
125
US Bancorp
Minnesota
$478K +$3.84K +95 +0.7%
3 4
5
6 7

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.