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Symbotic

196 hedge funds and large institutions have $3.36B invested in Symbotic in 2023 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+45
Holders Change %
+29.8%
% of All Funds
2.87%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
66
Increased
57
Reduced
49
Closed
19
Calls
$98.8M
Puts
$69M
Net Calls
+$29.8M
Net Calls Change
+$29.3M
Name Holding Trade Value Shares
Change
Shares
Change %
SG Americas Securities
151
SG Americas Securities
New York
$136K +$136K +2,647 New
AAM
152
Advisors Asset Management
Colorado
$126K +$11.5K +224 +10%
RS
153
Rakuten Securities
Japan
$84.7K +$84.7K +1,650 New
FFA
154
Farther Finance Advisors
California
$72.1K +$35.6K +693 +97%
Deutsche Bank
155
Deutsche Bank
Germany
$67.7K +$67.7K +1,319 New
TFM
156
TFC Financial Management
Massachusetts
$62.9K +$31K +604 +97%
CA
157
Centerpoint Advisors
Massachusetts
$62K +$62K +1,200 New
CWC
158
Carolinas Wealth Consulting
North Carolina
$62K
National Bank of Canada
159
National Bank of Canada
Quebec, Canada
$59.6K +$9.94K +200 +20%
Comerica Bank
160
Comerica Bank
Texas
$59K -$10.3K -200 -15%
RFG
161
RFP Financial Group
Georgia
$58.5K +$9.55K +186 +19%
ASN
162
Advisory Services Network
Georgia
$58.2K +$58.2K +1,133 New
PCA
163
Providence Capital Advisors
North Carolina
$51.3K
PP
164
Pingora Partners
Wyoming
$51.3K +$51.3K +1,000 New
FDCDDQ
165
Federation des caisses Desjardins du Quebec
Quebec, Canada
$47K -$513 -10 -1%
NS
166
NBC Securities
Alabama
$32K
VanEck Associates
167
VanEck Associates
New York
$26K +$26K +503 New
SPM
168
Symmetry Peak Management
Pennsylvania
$25.7K +$25.7K +500 New
QL
169
Quarry LP
New York
$23.4K +$23.4K +455 New
GRP
170
Global Retirement Partners
California
$16.3K +$16.3K +396 New
FPFS
171
First Personal Financial Services
North Carolina
$15.9K
MSG
172
Main Street Group
Virginia
$15.4K +$15.4K +300 New
N
173
Natixis
France
$15.3K
RhumbLine Advisers
174
RhumbLine Advisers
Massachusetts
$15.1K
TCOV
175
Trust Company of Vermont
Vermont
$10.3K