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Symbotic

76 hedge funds and large institutions have $187M invested in Symbotic in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 9

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

8% more capital invested

Capital invested by funds: $173M → $187M (+$13.9M)

7.32% more ownership

Funds ownership: 51.98%59.29% (+7.3%)

7% more funds holding

Funds holding: 7176 (+5)

Holders
76
Holders Change
+5
Holders Change %
+7.04%
% of All Funds
1.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
19
Reduced
9
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SM
1
SB Management
United Arab Emirates
$19.9M
SCM
2
Saba Capital Management
New York
$17.8M -$101K -10,000 -0.6%
GCL
3
Glazer Capital LLC
New York
$13.8M +$10.6M +1,056,737 +316%
Nomura Holdings
4
Nomura Holdings
Japan
$11.8M
ACA
5
Arena Capital Advisors
California
$11.4M -$788K -78,186 -6%
Tiger Global Management
6
Tiger Global Management
New York
$10.9M
TP
7
Third Point
New York
$7.95M
GL
8
Governors Lane
New York
$7.18M +$3.53M +350,000 +94%
MCPPUI
9
MIC Capital Partners (Public) (US) IM
United Arab Emirates
$6.96M
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$6.02M +$4.01M +397,445 +192%
Millennium Management
11
Millennium Management
New York
$5.27M
Allianz Asset Management
12
Allianz Asset Management
Germany
$4.97M
AWG
13
Alpha Wave Global
New York
$4.97M
GGHC
14
Gilder Gagnon Howe & Co
New York
$4.9M -$65.5K -6,495 -1%
SRCM
15
Sage Rock Capital Management
New York
$4.61M
SC
16
Sculptor Capital
New York
$4.05M -$180K -17,900 -4%
PSAMP
17
P. Schoenfeld Asset Management (PSAM)
New York
$2.99M +$1.51M +150,000 +99%
Alyeska Investment Group
18
Alyeska Investment Group
Illinois
$2.98M
Deutsche Bank
19
Deutsche Bank
Germany
$2.71M +$2.22M +220,501 +427%
Citadel Advisors
20
Citadel Advisors
Florida
$2.51M +$28K +2,775 +1%
BCM
21
BlueCrest Capital Management
Jersey
$2.48M
CCFM
22
Cohen & Co Financial Management
New York
$1.99M +$2.02M +200,000 New
Toronto Dominion Bank
23
Toronto Dominion Bank
Ontario, Canada
$1.95M +$1.67M +165,717 +545%
GCM
24
Ghisallo Capital Management
Massachusetts
$1.86M
PMAM
25
Picton Mahoney Asset Management
Ontario, Canada
$1.74M +$1.76M +175,000 New

SYM Hedge Fund Activity: Q2 2021 in Review

76 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Symbotic (SYM) for Q2 2021, worth a combined $187M — up 8% from $173M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SYM positions and 8 closed out — a net gain of 5 holders — while 19 added to existing stakes and 9 trimmed.

The largest buyer was Glazer Capital LLC, adding an estimated $10.6M. The largest seller was LH Capital Markets, exiting entirely with an estimated $8.08M sold.

  • 76 institutional investors held Symbotic (SYM) as of Q2 2021, up from 71 in Q1 2021.
  • Funds reported $187M of Symbotic stock for Q2 2021, up 8% quarter-over-quarter.
  • 13 funds opened new Symbotic positions in Q2 2021 and 8 closed out, a net change of +5 holders.
  • The largest Symbotic buyer in Q2 2021 was Glazer Capital LLC, an estimated $10.6M added.
  • The largest Symbotic seller in Q2 2021 was LH Capital Markets, an estimated $8.08M sold.

Based on aggregated 13F filings for Q2 2021.