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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 %
AAG
151
Armstrong Advisory Group
Massachusetts
$239K
Ensign Peak Advisors
152
Ensign Peak Advisors
Utah
$234K +$234K +5,203 New
WJA
153
Willis Johnson & Associates
Texas
$234K +$9K +200 +4%
Zurich Cantonal Bank
154
Zurich Cantonal Bank
Switzerland
$233K +$13.7K +304 +6%
M&T Bank
155
M&T Bank
New York
$231K +$231K +5,127 New
CAN
156
Cetera Advisor Networks
California
$229K +$21.2K +471 +10%
GCA
157
Greenwood Capital Associates
South Carolina
$228K +$228K +5,066 New
SPC
158
Sigma Planning Corp
Michigan
$226K +$226K +5,015 New
KPF
159
K2 Principal Fund
Ontario, Canada
$225K +$225K +5,000 New
Millennium Management
160
Millennium Management
New York
$222K -$32.1M -712,578 -99%
1CM
161
1492 Capital Management
Wisconsin
$214K +$135 +3 +0.1%
ASRS
162
Arizona State Retirement System
Arizona
$207K +$3.6K +80 +2%
PWMG
163
Prestige Wealth Management Group
New Jersey
$199K +$199K +4,425 New
CA
164
Crewe Advisors
Utah
$189K +$182K +4,050 +2,700%
CA
165
CoreCap Advisors
Michigan
$166K +$166K +3,691 New
AAM
166
Advisors Asset Management
Colorado
$123K +$12.8K +284 +12%
SIM
167
Sandia Investment Management
Massachusetts
$113K +$113K +2,500 New
National Bank of Canada
168
National Bank of Canada
Quebec, Canada
$111K +$60.5K +1,450 +121%
AC
169
Avestar Capital
New York
$108K +$108K +2,400 New
EC
170
EntryPoint Capital
New York
$92.5K -$148K -3,293 -62%
NIMI
171
Natixis Investment Managers International
France
$90K +$90K +2,001 New
AGWCA
172
Annis Gardner Whiting Capital Advisors
Florida
$89.1K +$89.1K +1,979 New
FFA
173
Farther Finance Advisors
California
$84K +$20.2K +444 +32%
OAM
174
Ostrum Asset Management
France
$72.8K +$72.8K +1,618 New
FDCDDQ
175
Federation des caisses Desjardins du Quebec
Quebec, Canada
$70.9K +$29.7K +661 +72%