Symbotic
50 hedge funds and large institutions have $416M invested in Symbotic in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 6 closing their positions.
200% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 6
56% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 9
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
44% more capital invested
Capital invested by funds: $288M → $416M (+$128M)
32% more funds holding
Funds holding: 38 → 50 (+12)
14.21% more ownership
Funds ownership: 45.3% → 59.51% (+14%)
5% more call options, than puts
Call options by funds: $1.12M | Put options by funds: $1.06M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$4.01M |
| 2 |
NIP
Nicholas Investment Partners
Rancho Santa Fe,
California
|
+$3.4M |
| 3 |
BlackRock
New York
|
+$1.87M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.81M |
| 5 |
1CM
1492 Capital Management
Milwaukee,
Wisconsin
|
+$802K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Adage Capital Partners
Boston,
Massachusetts
|
-$4.34M |
| 2 |
Morgan Stanley
New York
|
-$1.13M |
| 3 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$791K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$579K |
| 5 |
APP
Alpha Paradigm Partners
Chicago,
Illinois
|
-$554K |
SYM Hedge Fund Activity: Q4 2022 in Review
50 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Symbotic (SYM) for Q4 2022, worth a combined $416M — up 44% from $288M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new SYM positions and 6 closed out — a net gain of 12 holders — while 14 added to existing stakes and 9 trimmed.
The largest buyer was Frontier Capital Management, opening a new position worth an estimated $4.01M. The largest seller was Adage Capital Partners, cutting an estimated $4.34M.
- 50 institutional investors held Symbotic (SYM) as of Q4 2022, up from 38 in Q3 2022.
- Funds reported $416M of Symbotic stock for Q4 2022, up 44% quarter-over-quarter.
- 18 funds opened new Symbotic positions in Q4 2022 and 6 closed out, a net change of +12 holders.
- The largest Symbotic buyer in Q4 2022 was Frontier Capital Management, an estimated $4.01M added.
- The largest Symbotic seller in Q4 2022 was Adage Capital Partners, an estimated $4.34M sold.
Based on aggregated 13F filings for Q4 2022.