Symbotic
82 hedge funds and large institutions have $225M invested in Symbotic in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 7 reducing their positions, and 3 closing their positions.
171% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 7
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
15% more capital invested
Capital invested by funds: $195M → $225M (+$30M)
9.91% more ownership
Funds ownership: 59.32% → 69.23% (+9.9%)
6% more funds holding
Funds holding: 77 → 82 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Beryl Capital Management
Redondo Beach,
California
|
+$5.89M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$5.58M |
| 3 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$4.94M |
| 4 |
UOC
UBS O'Connor
Chicago,
Illinois
|
+$4.43M |
| 5 |
CIM
Cowen Investment Management
New York
|
+$3.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
-$4.97M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$4.39M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.42M |
| 4 |
ACA
Arena Capital Advisors
Los Angeles,
California
|
-$731K |
| 5 |
CL
CSS LLC
Chicago,
Illinois
|
-$656K |
SYM Hedge Fund Activity: Q3 2021 in Review
82 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Symbotic (SYM) for Q3 2021, worth a combined $225M — up 15% from $195M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SYM positions and 3 closed out — a net gain of 5 holders — while 19 added to existing stakes and 7 trimmed.
The largest buyer was Beryl Capital Management, opening a new position worth an estimated $5.89M. The largest seller was Allianz Asset Management, exiting entirely with an estimated $4.97M sold.
- 82 institutional investors held Symbotic (SYM) as of Q3 2021, up from 77 in Q2 2021.
- Funds reported $225M of Symbotic stock for Q3 2021, up 15% quarter-over-quarter.
- 8 funds opened new Symbotic positions in Q3 2021 and 3 closed out, a net change of +5 holders.
- The largest Symbotic buyer in Q3 2021 was Beryl Capital Management, an estimated $5.89M added.
- The largest Symbotic seller in Q3 2021 was Allianz Asset Management, an estimated $4.97M sold.
Based on aggregated 13F filings for Q3 2021.