Symbotic
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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$30.3M |
| 2 |
Millennium Management
New York
|
+$23.1M |
| 3 |
Morgan Stanley
New York
|
+$17.7M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$14.4M |
| 5 |
Goldman Sachs
New York
|
+$12.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NIP
Nicholas Investment Partners
Rancho Santa Fe,
California
|
-$5.76M |
| 2 |
FDS
First Dallas Securities
Dallas,
Texas
|
-$4.44M |
| 3 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
-$4.31M |
| 4 |
AR
Advisory Research
Chicago,
Illinois
|
-$3.41M |
| 5 |
LPL Financial
San Diego,
California
|
-$3.04M |
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.