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Symbotic
SYM

239 hedge funds and large institutions have $2.9B invested in Symbotic in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 105 increasing their positions, 53 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 53

53% more call options, than puts

Call options by funds: $87.3M | Put options by funds: $57M

22% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 37

1.2% more ownership

Funds ownership: 79.56% → 80.76% (+1.2%)

1% more funds holding

Funds holding: 237 → 239 (+2)

15% less capital invested

Capital invested by funds: $3.41B → $2.9B (-$511M)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
239
Holders Change
+2
Holders Change %
+0.84%
% of All Funds
3.45%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
45
Increased
105
Reduced
53
Closed
37
Calls
$87.3M
Puts
$57M
Net Calls
+$30.2M
Net Calls Change
-$324K

Top Buyers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$47.6M
2
Citadel Advisors
Citadel Advisors
Florida
+$31.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$30.3M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$21.4M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$20.6M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$22.4M
2
JGC
J. Goldman & Co
New York
-$12.3M
3
First Trust Advisors
First Trust Advisors
Illinois
-$9.39M
4
ACM
Anomaly Capital Management
New York
-$5.68M
5
MIM
Monashee Investment Management
Massachusetts
-$4.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
National Bank of Canada
176
National Bank of Canada
Quebec, Canada
$92K -$2.02K -50 -2%
Asset Management One
177
Asset Management One
Japan
$83.2K +$95.8K +2,367 New
FFA
178
Farther Finance Advisors
California
$71.4K +$6.67K +165 +9%
QL
179
Quarry LP
New York
$64.9K +$74.7K +1,847 New
RFG
180
RFP Financial Group
Georgia
$59.5K +$12.5K +310 +22%
PI
181
PEAK6 Investments
Illinois
$54.8K +$29.5K +728 +88%
CA
182
Clearstead Advisors
Ohio
$51K +$14.2K +350 +32%
Jones Financial Companies
183
Jones Financial Companies
Missouri
$43.9K +$50.5K +1,249 New
CWC
184
Carolinas Wealth Consulting
North Carolina
$42.4K – – –
CA
185
Centerpoint Advisors
Massachusetts
$42K – – –
SFCL
186
Strengthening Families & Communities LLC
Massachusetts
$41K +$47.1K +1,165 New
TFM
187
TFC Financial Management
Massachusetts
$40.5K – – –
RAM
188
Ramirez Asset Management
New York
$38.7K – – –
GRP
189
Global Retirement Partners
California
$38K +$1.01K +25 +2%
Walleye Capital
190
Walleye Capital
New York
$37.4K +$24.5K +606 +132%
CP
191
Castleview Partners
Texas
$35.2K – – –
PP
192
Pingora Partners
Wyoming
$35.2K – – –
PCA
193
Providence Capital Advisors
North Carolina
$35.2K – – –
Deutsche Bank
194
Deutsche Bank
Germany
$33.6K -$19.1K -473 -33%
KBC Group
195
KBC Group
Belgium
$32K +$36.8K +910 New
RA
196
RiverPark Advisors
New York
$28.9K – – –
Barclays
197
Barclays
United Kingdom
$27.2K -$4.54M -112,292 -99%
HDIM
198
Hanson & Doremus Investment Management
Vermont
$20K +$3.08K +76 +15%
CA
199
CoreCap Advisors
Michigan
$19K -$127K -3,150 -85%
OP
200
ORG Partners
Indiana
$17K +$19.4K +479 New
6 7
8
9 10

SYM Hedge Fund Activity: Q2 2024 in Review

239 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Symbotic (SYM) for Q2 2024, worth a combined $2.9B — down 15% from $3.41B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SYM positions and 37 closed out — a net gain of 8 holders — while 105 added to existing stakes and 53 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $47.6M. The largest seller was Mirae Asset Global Investments, cutting an estimated $22.4M.

  • 239 institutional investors held Symbotic (SYM) as of Q2 2024, up from 237 in Q1 2024.
  • Funds reported $2.9B of Symbotic stock for Q2 2024, down 15% quarter-over-quarter.
  • 45 funds opened new Symbotic positions in Q2 2024 and 37 closed out, a net change of +8 holders.
  • The largest Symbotic buyer in Q2 2024 was Baillie Gifford & Co, an estimated $47.6M added.
  • The largest Symbotic seller in Q2 2024 was Mirae Asset Global Investments, an estimated $22.4M sold.

Based on aggregated 13F filings for Q2 2024.