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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 %
S
176
SignatureFD
Georgia
$10.3K +$10.3K +200 New
UIA
177
Ulland Investment Advisors
Minnesota
$10K -$21.1K -400 -68%
CA
178
Crewe Advisors
Utah
$7.7K
CP
179
Castleview Partners
Texas
$7.7K
IA
180
IFS Advisors
Kansas
$5.13K +$5.13K +100 New
CT
181
Cambridge Trust
Massachusetts
$5.13K +$5.13K +100 New
CPA
182
Clear Point Advisors
New York
$4.62K +$4.62K +90 New
First Manhattan
183
First Manhattan
New York
$3.85K +$3.85K +75 New
AP
184
Aspect Partners
Virginia
$3.8K +$3.8K +74 New
CWM
185
CarsonAllaria Wealth Management
Illinois
$3.59K -$3.85K -75 -52%
Pacer Advisors
186
Pacer Advisors
Pennsylvania
$3.29K +$257 +5 +8%
Fifth Third Bancorp
187
Fifth Third Bancorp
Ohio
$3.23K +$3.23K +63 New
QCG
188
Quadrant Capital Group
Ohio
$3.13K +$3.13K +61 New
NA
189
NewEdge Advisors
Louisiana
$2.57K
NL
190
NVWM LLC
Pennsylvania
$2.57K
CIA
191
Cape Investment Advisory
Georgia
$1.8K +$1.8K +35 New
HI
192
Harbour Investments
Wisconsin
$1.28K +$1.28K +25 New
CYG
193
Clean Yield Group
Vermont
$1.03K
GFPC
194
Global Financial Private Client
Florida
$1.03K
BIA
195
Bell Investment Advisors
California
$462 +$462 +9 New
JWA
196
JFS Wealth Advisors
Pennsylvania
$52 +$52 +1 New
Russell Investments Group
197
Russell Investments Group
United Kingdom
-$2.15M -64,419 Closed
TAM
198
Telemark Asset Management
Massachusetts
-$2.01M -60,000 Closed
Simplex Trading
199
Simplex Trading
Illinois
-$1.58M -47,316 Closed
Calamos Advisors
200
Calamos Advisors
Illinois
-$1.28M -38,288 Closed