Symbotic
79 hedge funds and large institutions have $242M invested in Symbotic in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 8 closing their positions.
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
7% more funds holding
Funds holding: 74 → 79 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $249M → $242M (-$7.51M)
2.41% less ownership
Funds ownership: 75.44% → 73.03% (-2.4%)
37% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$9.14M |
| 2 |
FTCM
First Trust Capital Management
Chicago,
Illinois
|
+$7.91M |
| 3 |
LCS
Levin Capital Strategies
New York
|
+$4.62M |
| 4 |
WCMNY
Westchester Capital Management (New York)
Valhalla,
New York
|
+$4.08M |
| 5 |
RL
RPO LLC
Stamford,
Connecticut
|
+$3.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Tiger Global Management
New York
|
-$11M |
| 2 |
LCM
LH Capital Markets
New York
|
-$10M |
| 3 |
JG
Jefferies Group
New York
|
-$6.5M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$4.41M |
| 5 |
GCL
Glazer Capital LLC
New York
|
-$4.09M |
SYM Hedge Fund Activity: Q1 2022 in Review
79 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Symbotic (SYM) for Q1 2022, worth a combined $242M — down 3% from $249M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SYM positions and 8 closed out — a net gain of 5 holders — while 12 added to existing stakes and 19 trimmed.
The largest buyer was Weiss Asset Management, opening a new position worth an estimated $9.14M. The largest seller was Tiger Global Management, exiting entirely with an estimated $11M sold.
- 79 institutional investors held Symbotic (SYM) as of Q1 2022, up from 74 in Q4 2021.
- Funds reported $242M of Symbotic stock for Q1 2022, down 3% quarter-over-quarter.
- 13 funds opened new Symbotic positions in Q1 2022 and 8 closed out, a net change of +5 holders.
- The largest Symbotic buyer in Q1 2022 was Weiss Asset Management, an estimated $9.14M added.
- The largest Symbotic seller in Q1 2022 was Tiger Global Management, an estimated $11M sold.
Based on aggregated 13F filings for Q1 2022.