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Symbotic
SYM

239 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, 105 increasing their positions, 53 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 53

53% more call options, than puts

Call options by funds: $87.3M | Put options by funds: $57M

22% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 37

1.2% more ownership

Funds ownership: 79.56% → 80.76% (+1.2%)

1% more funds holding

Funds holding: 237 → 239 (+2)

15% less capital invested

Capital invested by funds: $3.41B → $2.9B (-$511M)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
239
Holders Change
+2
Holders Change %
+0.84%
% 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
105
Reduced
53
Closed
37
Calls
$87.3M
Puts
$57M
Net Calls
+$30.2M
Net Calls Change
-$324K

Top Buyers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$47.6M
2
Citadel Advisors
Citadel Advisors
Florida
+$31.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$30.3M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$21.4M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$20.6M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$22.4M
2
JGC
J. Goldman & Co
New York
-$12.3M
3
First Trust Advisors
First Trust Advisors
Illinois
-$9.39M
4
ACM
Anomaly Capital Management
New York
-$5.68M
5
MIM
Monashee Investment Management
Massachusetts
-$4.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
Point72 Asset Management
126
Point72 Asset Management
Connecticut
$471K +$249K +6,166 +85%
VF
127
Virtu Financial
New York
$459K -$164K -4,066 -24%
Kovitz Investment Group Partners
128
Kovitz Investment Group Partners
Illinois
$446K +$513K +12,686 New
M&T Bank
129
M&T Bank
New York
$444K +$304K +7,508 +146%
NPT
130
National Philanthropic Trust
Pennsylvania
$418K -$307K -7,600 -39%
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$406K -$3.03K -75 -0.6%
MML Investors Services
132
MML Investors Services
Massachusetts
$402K +$82.9K +2,048 +22%
CCS
133
Concentric Capital Strategies
Connecticut
$399K +$32.4K +802 +8%
Parallax Volatility Advisers
134
Parallax Volatility Advisers
California
$389K +$447K +11,050 New
NRD
135
Nebula Research & Development
New York
$367K +$422K +10,436 New
LSA
136
Leonteq Securities AG
Switzerland
$364K +$164K +4,056 +64%
MC
137
Maverick Capital
Texas
$353K +$91.4K +2,260 +29%
JCA
138
Jade Capital Advisors
New Jersey
$352K +$405K +10,000 New
LCS
139
Levin Capital Strategies
New York
$352K +$405K +10,000 New
ASRS
140
Arizona State Retirement System
Arizona
$347K +$213K +5,261 +114%
Citigroup
141
Citigroup
New York
$343K +$13.3K +328 +3%
XT
142
XTX Topco
Cayman Islands
$331K -$59.6K -1,473 -14%
Handelsbanken Fonder
143
Handelsbanken Fonder
Sweden
$327K -$93K -2,300 -20%
RP
144
Riverbridge Partners
Minnesota
$327K +$376K +9,296 New
AAS
145
Avantax Advisory Services
Texas
$311K -$36.4K -900 -9%
Manulife (Manufacturers Life Insurance)
146
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$304K +$27.5K +679 +9%
GCA
147
Greenwood Capital Associates
South Carolina
$302K +$143K +3,534 +70%
SC
148
Skylands Capital
Wisconsin
$295K +$340K +8,400 New
AAM
149
Advisors Asset Management
Colorado
$293K +$226K +5,585 +204%
IWC
150
Integrated Wealth Concepts
Massachusetts
$291K +$2.23K +55 +0.7%
4 5
6
7 8

SYM Hedge Fund Activity: Q2 2024 in Review

239 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Symbotic (SYM) for Q2 2024, worth a combined $2.9B — down 15% from $3.41B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SYM positions and 37 closed out — a net gain of 8 holders — while 105 added to existing stakes and 53 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $47.6M. The largest seller was Mirae Asset Global Investments, cutting an estimated $22.4M.

  • 239 institutional investors held Symbotic (SYM) as of Q2 2024, up from 237 in Q1 2024.
  • Funds reported $2.9B of Symbotic stock for Q2 2024, down 15% quarter-over-quarter.
  • 45 funds opened new Symbotic positions in Q2 2024 and 37 closed out, a net change of +8 holders.
  • The largest Symbotic buyer in Q2 2024 was Baillie Gifford & Co, an estimated $47.6M added.
  • The largest Symbotic seller in Q2 2024 was Mirae Asset Global Investments, an estimated $22.4M sold.

Based on aggregated 13F filings for Q2 2024.