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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
Pathstone Holdings
126
Pathstone Holdings
New Jersey
$308K +$263K +6,008 New
BHCM
127
Brevan Howard Capital Management
Jersey
$303K +$259K +5,902 New
Squarepoint
128
Squarepoint
New York
$298K -$238K -5,420 -48%
VI
129
Versor Investments
New York
$293K +$250K +5,700 New
LSA
130
Leonteq Securities AG
Switzerland
$290K +$239K +5,452 +2,726%
GS
131
GTS Securities
New York
$290K +$247K +5,642 New
EC
132
EntryPoint Capital
New York
$275K +$234K +5,348 New
NCGI
133
Next Century Growth Investors
Minnesota
$270K – – –
CAM
134
Cresset Asset Management
Illinois
$267K +$228K +5,210 New
Corient Private Wealth
135
Corient Private Wealth
Florida
$259K +$221K +5,045 New
RFA
136
Register Financial Advisors
Georgia
$257K -$16.2K -370 -7%
WJA
137
Willis Johnson & Associates
Texas
$257K +$219K +5,000 New
Handelsbanken Fonder
138
Handelsbanken Fonder
Sweden
$252K +$215K +4,900 New
Zurich Cantonal Bank
139
Zurich Cantonal Bank
Switzerland
$250K +$17.5K +400 +9%
1CM
140
1492 Capital Management
Wisconsin
$244K -$1.39M -31,688 -87%
GCP
141
GSA Capital Partners
United Kingdom
$243K -$253K -5,772 -55%
AAG
142
Armstrong Advisory Group
Massachusetts
$239K +$97.5K +2,225 +92%
WWM
143
Wolff Wiese Magana
California
$238K +$203K +4,635 New
CAN
144
Cetera Advisor Networks
California
$237K -$113K -2,575 -36%
SRL
145
Scientech Research LLC
New Jersey
$236K +$202K +4,605 New
ASRS
146
Arizona State Retirement System
Arizona
$232K +$198K +4,522 New
CRI
147
Colonial River Investments
Virginia
$232K +$198K +4,513 New
AQR Capital Management
148
AQR Capital Management
Connecticut
$229K -$227K -5,169 -54%
Vontobel Holding
149
Vontobel Holding
Switzerland
$216K -$82.9K -1,890 -31%
Barclays
150
Barclays
United Kingdom
$180K -$197K -4,492 -56%
4 5
6
7 8

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.