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Symbotic
SYM

80 hedge funds and large institutions have $910M invested in Symbotic in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

620% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 5

119% more capital invested

Capital invested by funds: $416M → $910M (+$493M)

100% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 11

60% more funds holding

Funds holding: 50 → 80 (+30)

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

6.65% more ownership

Funds ownership: 59.51% → 66.15% (+6.6%)

21% less call options, than puts

Call options by funds: $1.19M | Put options by funds: $1.5M

Holders
80
Holders Change
+30
Holders Change %
+60%
% of All Funds
1.27%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
36
Increased
22
Reduced
11
Closed
5
Calls
$1.19M
Puts
$1.5M
Net Calls
-$315K
Net Calls Change
-$370K

Top Buyers

1
SoftBank Group
SoftBank Group
Japan
+$334M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$19.5M
3
FCM
Frontier Capital Management
Massachusetts
+$11.6M
4
ETC
Exchange Traded Concepts
Oklahoma
+$10.2M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$9.53M

Top Sellers

1
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$7.76M
2
NIP
Nicholas Investment Partners
California
-$1.35M
3
LCS
Levin Capital Strategies
New York
-$430K
4
Millennium Management
Millennium Management
New York
-$405K
5
RA
Royce & Associates
New York
-$385K
Name Holding Trade Value Shares
Change 		Change in
Stake
SoftBank Group
1
SoftBank Group
Japan
$502M +$334M +20,000,000 +1,000%
SSI
2
SVF Sponsor III
California
$208M – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$29.8M +$19.5M +1,167,773 +858%
FCM
4
Frontier Capital Management
Massachusetts
$23.8M +$11.6M +696,727 +202%
NWA
5
Navis Wealth Advisors
New York
$20.9M +$2.66M +158,856 +21%
ETC
6
Exchange Traded Concepts
Oklahoma
$13.9M +$10.2M +609,414 New
Mirae Asset Global Investments
7
Mirae Asset Global Investments
South Korea
$13M +$9.53M +570,229 New
BlackRock
8
BlackRock
New York
$11.6M +$2.99M +178,589 +54%
Legal & General Group
9
Legal & General Group
United Kingdom
$9.84M +$7.2M +430,713 New
NIP
10
Nicholas Investment Partners
California
$9.26M -$1.35M -80,787 -17%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$8.76M +$5.67M +338,975 +760%
RJA
12
Raymond James & Associates
Florida
$7.94M +$2.82M +168,899 +95%
First Trust Advisors
13
First Trust Advisors
Illinois
$6.54M +$4.79M +286,234 New
NCGI
14
Next Century Growth Investors
Minnesota
$4.96M +$3.63M +217,063 New
Geode Capital Management
15
Geode Capital Management
Massachusetts
$4.49M +$922K +55,141 +39%
AR
16
Advisory Research
Illinois
$3.58M +$2.62M +156,767 New
SST
17
S Squared Technology
New York
$2.97M +$2.17M +130,000 New
Invesco
18
Invesco
Georgia
$2.51M +$1.84M +109,867 New
Victory Capital Management
19
Victory Capital Management
Texas
$1.66M +$1.21M +72,675 New
TCM
20
Tanaka Capital Management
New York
$1.6M – – –
Russell Investments Group
21
Russell Investments Group
United Kingdom
$1.58M +$1.16M +69,128 New
1CM
22
1492 Capital Management
Wisconsin
$1.57M -$435 -26 -0%
BLAM
23
Bourne Lent Asset Management
New York
$1.31M +$635K +38,000 +198%
Jane Street
24
Jane Street
New York
$1.29M +$945K +56,513 New
State Street
25
State Street
Massachusetts
$1.16M +$249K +14,900 +42%
1
2 3 4

SYM Hedge Fund Activity: Q1 2023 in Review

80 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Symbotic (SYM) for Q1 2023, worth a combined $910M — up 119% from $416M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SYM positions and 5 closed out — a net gain of 31 holders — while 22 added to existing stakes and 11 trimmed.

The largest buyer was SoftBank Group, adding an estimated $334M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $7.76M sold.

  • 80 institutional investors held Symbotic (SYM) as of Q1 2023, up from 50 in Q4 2022.
  • Funds reported $910M of Symbotic stock for Q1 2023, up 119% quarter-over-quarter.
  • 36 funds opened new Symbotic positions in Q1 2023 and 5 closed out, a net change of +31 holders.
  • The largest Symbotic buyer in Q1 2023 was SoftBank Group, an estimated $334M added.
  • The largest Symbotic seller in Q1 2023 was Adage Capital Partners, an estimated $7.76M sold.

Based on aggregated 13F filings for Q1 2023.