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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 %
CIBC Private Wealth Group
201
CIBC Private Wealth Group
Georgia
$13.8K +$13.8K +304 New
MSG
202
Main Street Group
Virginia
$13.6K
PA
203
Parallel Advisors
California
$13.5K +$13.5K +300 New
RhumbLine Advisers
204
RhumbLine Advisers
Massachusetts
$13.2K
SS
205
Sunbelt Securities
Texas
$9.9K +$9.9K +220 New
TCOV
206
Trust Company of Vermont
Vermont
$9K
UIA
207
Ulland Investment Advisors
Minnesota
$9K
SIC
208
Salem Investment Counselors
North Carolina
$9K +$9K +200 New
CJ
209
Caitlin John
Michigan
$9K +$9K +200 New
WWM
210
Wolff Wiese Magana
California
$6.98K -$202K -4,480 -97%
OIA
211
Optimum Investment Advisors
Illinois
$6.75K +$6.75K +150 New
First Manhattan
212
First Manhattan
New York
$5.63K +$2.25K +50 +67%
CT
213
Cambridge Trust
Massachusetts
$4.5K
IA
214
IFS Advisors
Kansas
$4.5K
FWA
215
FSC Wealth Advisors
New York
$4.5K +$4.5K +100 New
CPA
216
Clear Point Advisors
New York
$4.05K
CI Investments Inc
217
CI Investments Inc
Ontario, Canada
$4K +$4K +91 New
Pacer Advisors
218
Pacer Advisors
Pennsylvania
$3.06K +$180 +4 +6%
QCG
219
Quadrant Capital Group
Ohio
$2.75K
NL
220
NVWM LLC
Pennsylvania
$2.25K
RIL
221
Rothschild Investment LLC
Illinois
$1.8K +$1.8K +40 New
LFG
222
Larson Financial Group
Missouri
$1.8K +$1.8K +40 New
AWM
223
Avior Wealth Management
Nebraska
$1.71K +$1.71K +38 New
CT
224
Colonial Trust
South Carolina
$1.22K +$1.22K +27 New
A
225
AlphaQuest
New York
$1.22K +$1.22K +27 New