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Symbotic
SYM

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
198
Holders Change
+46
Holders Change %
+30.26%
% of All Funds
2.89%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
67
Increased
58
Reduced
49
Closed
19
Calls
$98.8M
Puts
$69M
Net Calls
+$29.8M
Net Calls Change
+$29.3M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$30.3M
2
Millennium Management
Millennium Management
New York
+$23.1M
3
Morgan Stanley
Morgan Stanley
New York
+$17.7M
4
Invesco
Invesco
Georgia
+$14.4M
5
Goldman Sachs
Goldman Sachs
New York
+$12.1M

Top Sellers

1
NIP
Nicholas Investment Partners
California
-$5.76M
2
FDS
First Dallas Securities
Texas
-$4.44M
3
ETC
Exchange Traded Concepts
Oklahoma
-$4.31M
4
AR
Advisory Research
Illinois
-$3.41M
5
LPL Financial
LPL Financial
California
-$3.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
Simplex Trading
201
Simplex Trading
Illinois
– -$2.07M -47,316 Closed
Calamos Advisors
202
Calamos Advisors
Illinois
– -$1.28M -38,288 Closed
QT
203
Quantbot Technologies
New York
– -$1.1M -32,944 Closed
Group One Trading
204
Group One Trading
Illinois
– -$1.26M -28,661 Closed
Victory Capital Management
205
Victory Capital Management
Texas
– -$802K -23,990 Closed
GIPM
206
G2 Investment Partners Management
New York
– -$682K -20,400 Closed
DFCM
207
Dark Forest Capital Management
Puerto Rico
– -$609K -18,210 Closed
Wolverine Trading
208
Wolverine Trading
Illinois
– -$350K -10,469 Closed
OAC
209
OMERS Administration Corp
Ontario, Canada
– -$328K -9,800 Closed
CA
210
CoreCap Advisors
Michigan
– -$268K -8,010 Closed
SRAM
211
Spouting Rock Asset Management
Pennsylvania
– -$252K -7,531 Closed
Schroder Investment Management Group
212
Schroder Investment Management Group
United Kingdom
– -$246K -7,369 Closed
Belvedere Trading
213
Belvedere Trading
Illinois
– -$160K -3,642 Closed
BCM
214
BluePath Capital Management
Georgia
– -$93.6K -2,800 Closed
HGERS
215
Householder Group Estate & Retirement Specialist
Arizona
– -$65.3K -1,953 Closed
RG
216
Retirement Group
California
– -$6.69K -200 Closed
HT
217
Headlands Technologies
Illinois
– -$535 -16 Closed
5 6 7 8
9

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.