SYM icon

Symbotic

151 hedge funds and large institutions have $2.05B invested in Symbotic in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 58 increasing their positions, 31 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+23
Holders Change %
+17.97%
% of All Funds
2.41%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
46
Increased
58
Reduced
31
Closed
23
Calls
$19.3M
Puts
$18.7M
Net Calls
+$546K
Net Calls Change
+$13.1M
Name Holding Trade Value Shares
Change
Shares
Change %
Point72 Asset Management
126
Point72 Asset Management
Connecticut
$47.6K +$47.6K +1,423 New
Comerica Bank
127
Comerica Bank
Texas
$45.1K +$45.1K +1,350 New
CWC
128
Carolinas Wealth Consulting
North Carolina
$41.1K +$41.1K +1,207 New
National Bank of Canada
129
National Bank of Canada
Quebec, Canada
$34.5K +$13.8K +400 +67%
PCA
130
Providence Capital Advisors
North Carolina
$33.4K +$33.4K +1,000 New
RFG
131
RFP Financial Group
Georgia
$31.9K
FDCDDQ
132
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.9K +$30.9K +925 New
FFA
133
Farther Finance Advisors
California
$23.8K +$23.8K +711 New
NS
134
NBC Securities
Alabama
$21K +$21K +638 New
TFM
135
TFC Financial Management
Massachusetts
$20.8K +$2.01K +60 +11%
UIA
136
Ulland Investment Advisors
Minnesota
$20K +$13.6K +400 +211%
FPFS
137
First Personal Financial Services
North Carolina
$10.4K
N
138
Natixis
France
$10.2K -$142K -4,200 -93%
RhumbLine Advisers
139
RhumbLine Advisers
Massachusetts
$9.83K
RG
140
Retirement Group
California
$6.69K
TCOV
141
Trust Company of Vermont
Vermont
$6.69K
CA
142
Crewe Advisors
Utah
$5.02K +$5.02K +150 New
CP
143
Castleview Partners
Texas
$5.02K +$5.02K +150 New
CWM
144
CarsonAllaria Wealth Management
Illinois
$4.85K +$4.85K +145 New
Pacer Advisors
145
Pacer Advisors
Pennsylvania
$1.97K +$468 +14 +31%
NA
146
NewEdge Advisors
Louisiana
$1.67K
NL
147
NVWM LLC
Pennsylvania
$1.67K
CYG
148
Clean Yield Group
Vermont
$837
GFPC
149
Global Financial Private Client
Florida
$690 +$690 +20 New
HT
150
Headlands Technologies
Illinois
$535 +$535 +16 New