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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
O
151
Ossiam
France
$161K – – –
Toronto Dominion Bank
152
Toronto Dominion Bank
Ontario, Canada
$154K – – –
SG Americas Securities
153
SG Americas Securities
New York
$136K +$116K +2,647 New
AAM
154
Advisors Asset Management
Colorado
$126K +$9.82K +224 +10%
RS
155
Rakuten Securities
Japan
$84.7K +$72.3K +1,650 New
FFA
156
Farther Finance Advisors
California
$72.1K +$30.4K +693 +97%
Deutsche Bank
157
Deutsche Bank
Germany
$67.7K +$57.8K +1,319 New
TFM
158
TFC Financial Management
Massachusetts
$62.9K +$26.5K +604 +97%
CA
159
Centerpoint Advisors
Massachusetts
$62K +$52.6K +1,200 New
CWC
160
Carolinas Wealth Consulting
North Carolina
$62K – – –
National Bank of Canada
161
National Bank of Canada
Quebec, Canada
$59.6K +$8.77K +200 +20%
Comerica Bank
162
Comerica Bank
Texas
$59K -$8.77K -200 -15%
RFG
163
RFP Financial Group
Georgia
$58.5K +$8.15K +186 +19%
ASN
164
Advisory Services Network
Georgia
$58.2K +$49.7K +1,133 New
PCA
165
Providence Capital Advisors
North Carolina
$51.3K – – –
PP
166
Pingora Partners
Wyoming
$51.3K +$43.8K +1,000 New
FDCDDQ
167
Federation des caisses Desjardins du Quebec
Quebec, Canada
$47K -$438 -10 -1%
NS
168
NBC Securities
Alabama
$32K – – –
VanEck Associates
169
VanEck Associates
New York
$26K +$22.1K +503 New
SPM
170
Symmetry Peak Management
Pennsylvania
$25.7K +$21.9K +500 New
QL
171
Quarry LP
New York
$23.4K +$19.9K +455 New
GRP
172
Global Retirement Partners
California
$16.3K +$17.4K +396 New
FPFS
173
First Personal Financial Services
North Carolina
$15.9K – – –
MSG
174
Main Street Group
Virginia
$15.4K +$13.2K +300 New
N
175
Natixis
France
$15.3K – – –
5 6
7
8 9

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.