Symbotic
SYM
214 hedge funds and large institutions have $2.15B invested in Symbotic in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 84 increasing their positions, 50 reducing their positions, and 66 closing their positions.
68% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 50
4.38% more ownership
Funds ownership: 80.76% → 85.14% (+4.4%)
10% less funds holding
Funds holding: 239 → 214 (-25)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
26% less capital invested
Capital invested by funds: $2.9B → $2.15B (-$747M)
36% less first-time investments, than exits
New positions opened: 42 | Existing positions closed: 66
61% less call options, than puts
Call options by funds: $71.7M | Put options by funds: $184M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$92.6M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$20.4M |
| 3 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$19.8M |
| 4 |
Goldman Sachs
New York
|
+$17.5M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$13.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$25.4M |
| 2 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$18.9M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$11.2M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$10.2M |
| 5 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$6.87M |
SYM Hedge Fund Activity: Q3 2024 in Review
214 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Symbotic (SYM) for Q3 2024, worth a combined $2.15B — down 26% from $2.9B a quarter earlier.
Sellers outnumbered buyers: 66 funds closed out of SYM and 42 opened new positions — a net loss of 24 holders — while 50 trimmed existing stakes and 84 added.
The largest buyer was Baillie Gifford & Co, adding an estimated $92.6M. The largest seller was Citadel Advisors, cutting an estimated $25.4M.
- 214 institutional investors held Symbotic (SYM) as of Q3 2024, down from 239 in Q2 2024.
- Funds reported $2.15B of Symbotic stock for Q3 2024, down 26% quarter-over-quarter.
- 42 funds opened new Symbotic positions in Q3 2024 and 66 closed out, a net change of -24 holders.
- The largest Symbotic buyer in Q3 2024 was Baillie Gifford & Co, an estimated $92.6M added.
- The largest Symbotic seller in Q3 2024 was Citadel Advisors, an estimated $25.4M sold.
Based on aggregated 13F filings for Q3 2024.