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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 %
Deutsche Bank
176
Deutsche Bank
Germany
$64.4K +$5K +111 +8%
RFG
177
RFP Financial Group
Georgia
$62.2K +$10.9K +242 +21%
VanEck Associates
178
VanEck Associates
New York
$59K +$36.2K +797 +158%
CWC
179
Carolinas Wealth Consulting
North Carolina
$54.3K
Qube Research & Technologies (QRT)
180
Qube Research & Technologies (QRT)
United Kingdom
$54.2K +$54.2K +1,204 New
CA
181
Centerpoint Advisors
Massachusetts
$54K
TFM
182
TFC Financial Management
Massachusetts
$51.8K -$3.38K -75 -6%
RAM
183
Ramirez Asset Management
New York
$49.5K +$49.5K +1,100 New
GRP
184
Global Retirement Partners
California
$47.5K +$29.7K +660 +167%
CA
185
Clearstead Advisors
Ohio
$47K +$47K +1,100 New
PP
186
Pingora Partners
Wyoming
$45K
PCA
187
Providence Capital Advisors
North Carolina
$45K
CP
188
Castleview Partners
Texas
$45K +$38.3K +850 +567%
PI
189
PEAK6 Investments
Illinois
$37.4K +$37.4K +830 New
RA
190
RiverPark Advisors
New York
$37K +$37K +823 New
RS
191
Rakuten Securities
Japan
$28.8K -$45.5K -1,010 -61%
NS
192
NBC Securities
Alabama
$28K
TRCT
193
Tower Research Capital (TRC)
New York
$26.9K -$261K -5,807 -91%
NA
194
NewEdge Advisors
Louisiana
$26.4K +$24.1K +536 +1,072%
HDIM
195
Hanson & Doremus Investment Management
Vermont
$23K +$23K +500 New
BWL
196
Bogart Wealth LLC
Virginia
$22.5K +$22.5K +500 New
Walleye Capital
197
Walleye Capital
New York
$20.6K -$634K -14,099 -97%
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$15.8K +$12.9K +287 +456%
Carson Wealth (CWM LLC)
199
Carson Wealth (CWM LLC)
Nebraska
$15K +$15K +342 New
FPFS
200
First Personal Financial Services
North Carolina
$14K