Symbotic
74 hedge funds and large institutions have $249M invested in Symbotic in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 9 increasing their positions, 19 reducing their positions, and 25 closing their positions.
13% more capital invested
Capital invested by funds: $220M → $249M (+$29.2M)
6.21% more ownership
Funds ownership: 69.23% → 75.44% (+6.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
10% less funds holding
Funds holding: 82 → 74 (-8)
32% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 25
53% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 19
Top Buyers
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$23.9M |
| 2 |
LCM
LH Capital Markets
New York
|
+$9.96M |
| 3 |
TAL
TIG Advisors LLC
New York
|
+$6.17M |
| 4 |
JG
Jefferies Group
New York
|
+$6.13M |
| 5 |
Millennium Management
New York
|
+$5.19M |
Top Sellers
| 1 |
TP
Third Point
New York
|
-$7.86M |
| 2 |
GCL
Glazer Capital LLC
New York
|
-$6.99M |
| 3 |
BCM
Beryl Capital Management
Redondo Beach,
California
|
-$5.9M |
| 4 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$4.95M |
| 5 |
UOC
UBS O'Connor
Chicago,
Illinois
|
-$2.98M |
SYM Hedge Fund Activity: Q4 2021 in Review
74 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Symbotic (SYM) for Q4 2021, worth a combined $249M — up 13% from $220M a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of SYM and 17 opened new positions — a net loss of 8 holders — while 19 trimmed existing stakes and 9 added.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $23.9M. The largest seller was Third Point, exiting entirely with an estimated $7.86M sold.
- 74 institutional investors held Symbotic (SYM) as of Q4 2021, down from 82 in Q3 2021.
- Funds reported $249M of Symbotic stock for Q4 2021, up 13% quarter-over-quarter.
- 17 funds opened new Symbotic positions in Q4 2021 and 25 closed out, a net change of -8 holders.
- The largest Symbotic buyer in Q4 2021 was Wellington Management Group, an estimated $23.9M added.
- The largest Symbotic seller in Q4 2021 was Third Point, an estimated $7.86M sold.
Based on aggregated 13F filings for Q4 2021.