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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 %
FDS
101
First Dallas Securities
Texas
$707K 20,100 +800 +4%
AA
102
AlphaCentric Advisors
Puerto Rico
$703K 20,000 -5,000 -20%
RPCONE
103
Retirement Planning Company of New England
Rhode Island
$687K 19,551 +2,786 +17%
EGM
104
Engineers Gate Manager
New York
$657K 18,673 +185 +1%
Amundi
105
Amundi
France
$656K 18,571 +6,762 +57%
EIM
106
Essex Investment Management
Massachusetts
$651K 18,504 -6,012 -25%
Comerica Bank
107
Comerica Bank
Texas
$630K 17,914 +1,273 +8%
Janus Henderson Group
108
Janus Henderson Group
United Kingdom
$612K 17,400 +9,151 +111%
Stifel Financial
109
Stifel Financial
Missouri
$608K 17,286 -8,059 -32%
PA
110
Pinnacle Associates
New York
$567K 16,115
JPMorgan Chase & Co
111
JPMorgan Chase & Co
New York
$558K 15,878 +5,146 +48%
WWM
112
Western Wealth Management
Colorado
$557K 15,850 -1,300 -8%
Wealth Enhancement Advisory Services
113
Wealth Enhancement Advisory Services
Minnesota
$556K 15,808 -1,733 -10%
Mirae Asset Global Investments
114
Mirae Asset Global Investments
South Korea
$545K 15,491 -553,086 -97%
LCM
115
Lattice Capital Management
Washington
$545K 15,500
FRM
116
Fox Run Management
Connecticut
$543K 15,430 +15,430 New
AQR Capital Management
117
AQR Capital Management
Connecticut
$514K 14,612 +14,612 New
JF
118
Jump Financial
Illinois
$512K 14,561 +14,561 New
CC
119
Centiva Capital
New York
$512K 14,556 +14,556 New
Mitsubishi UFJ Asset Management
120
Mitsubishi UFJ Asset Management
Japan
$511K 14,525 +590 +4%
ET
121
Entropy Technologies
New York
$509K 14,486 +14,486 New
QC
122
Quent Capital
New York
$503K 14,300
State of Wisconsin Investment Board
123
State of Wisconsin Investment Board
Wisconsin
$490K 13,940 -8,921 -39%
Osaic Holdings
124
Osaic Holdings
Arizona
$481K 13,685 -1,138 -8%
US Bancorp
125
US Bancorp
Minnesota
$478K 13,590 +95 +0.7%