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Symbotic

235 hedge funds and large institutions have $3.41B invested in Symbotic in 2024 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 89 increasing their positions, 31 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+39
Holders Change %
+19.9%
% of All Funds
3.41%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
86
Increased
89
Reduced
31
Closed
47
Calls
$86.4M
Puts
$55.9M
Net Calls
+$30.5M
Net Calls Change
+$720K
Name Holding Trade Value Shares
Change
Shares
Change %
CA
126
Cetera Advisors
Colorado
$377K +$37.8K +841 +11%
Janus Henderson Group
127
Janus Henderson Group
United Kingdom
$371K +$809 +18 +0.2%
IWC
128
Integrated Wealth Concepts
Massachusetts
$370K +$80.3K +1,785 +28%
OC
129
Oppenheimer & Co
New York
$366K +$366K +8,144 New
Calamos Advisors
130
Calamos Advisors
Illinois
$365K +$365K +8,104 New
Manulife (Manufacturers Life Insurance)
131
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$359K +$359K +7,976 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
132
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$352K +$352K +7,829 New
MC
133
Maverick Capital
Texas
$350K +$350K +7,781 New
SI
134
Stephens Inc
Arkansas
$329K +$329K +7,300 New
Point72 Asset Management
135
Point72 Asset Management
Connecticut
$325K -$4.86M -108,007 -94%
Goldman Sachs
136
Goldman Sachs
New York
$304K -$14.1M -312,945 -98%
TFA
137
Toth Financial Advisory
Virginia
$302K +$302K +6,700 New
VA
138
Vident Advisory
Georgia
$301K +$301K +6,695 New
MC
139
Moors & Cabot
Massachusetts
$293K +$293K +6,500 New
Belvedere Trading
140
Belvedere Trading
Illinois
$282K +$282K +6,274 New
KAS
141
Kestra Advisory Services
Texas
$275K +$275K +6,119 New
CC
142
Cipher Capital
New York
$272K -$53.6K -1,190 -16%
Pathstone Holdings
143
Pathstone Holdings
New Jersey
$271K +$585 +13 +0.2%
EWM
144
Elite Wealth Management
Washington
$270K -$8.69K -193 -3%
DFCM
145
Dark Forest Capital Management
Puerto Rico
$260K +$260K +5,782 New
CG
146
Cutler Group
California
$255K -$117K -2,607 -31%
Vontobel Holding
147
Vontobel Holding
Switzerland
$248K +$58.1K +1,290 +31%
FSA
148
Financial Sense Advisors
California
$247K +$247K +5,490 New
Corient Private Wealth
149
Corient Private Wealth
Florida
$241K +$13.7K +305 +6%
CAM
150
Cresset Asset Management
Illinois
$239K +$4.14K +92 +2%