SYM icon

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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
Point72 Asset Management
126
Point72 Asset Management
Connecticut
$471K +$217K +6,166 +85%
VF
127
Virtu Financial
New York
$459K -$143K -4,066 -24%
Kovitz Investment Group Partners
128
Kovitz Investment Group Partners
Illinois
$446K +$446K +12,686 New
M&T Bank
129
M&T Bank
New York
$444K +$264K +7,508 +146%
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$406K -$2.64K -75 -0.6%
MML Investors Services
131
MML Investors Services
Massachusetts
$402K +$72K +2,048 +22%
CCS
132
Concentric Capital Strategies
Connecticut
$399K +$28.2K +802 +8%
Parallax Volatility Advisers
133
Parallax Volatility Advisers
California
$389K +$389K +11,050 New
NRD
134
Nebula Research & Development
New York
$367K +$367K +10,436 New
MC
135
Maverick Capital
Texas
$353K +$79.5K +2,260 +29%
LCS
136
Levin Capital Strategies
New York
$352K +$352K +10,000 New
JCA
137
Jade Capital Advisors
New Jersey
$352K +$352K +10,000 New
ASRS
138
Arizona State Retirement System
Arizona
$347K +$185K +5,261 +114%
Citigroup
139
Citigroup
New York
$343K +$11.5K +328 +3%
XT
140
XTX Topco
Cayman Islands
$331K -$51.8K -1,473 -14%
Handelsbanken Fonder
141
Handelsbanken Fonder
Sweden
$327K -$80.9K -2,300 -20%
RP
142
Riverbridge Partners
Minnesota
$327K +$327K +9,296 New
AAS
143
Avantax Advisory Services
Texas
$311K -$31.6K -900 -9%
Manulife (Manufacturers Life Insurance)
144
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$304K +$23.9K +679 +9%
GCA
145
Greenwood Capital Associates
South Carolina
$302K +$124K +3,534 +70%
SC
146
Skylands Capital
Wisconsin
$295K +$295K +8,400 New
AAM
147
Advisors Asset Management
Colorado
$293K +$196K +5,585 +204%
IWC
148
Integrated Wealth Concepts
Massachusetts
$291K +$1.93K +55 +0.7%
KPF
149
K2 Principal Fund
Ontario, Canada
$281K +$105K +3,000 +60%
OC
150
Oppenheimer & Co
New York
$261K -$24.9K -707 -9%