Symbotic
129 hedge funds and large institutions have $1.84B invested in Symbotic in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 39 increasing their positions, 23 reducing their positions, and 8 closing their positions.
625% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 8
103% more capital invested
Capital invested by funds: $910M → $1.84B (+$933M)
70% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 23
61% more funds holding
Funds holding: 80 → 129 (+49)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
3.88% more ownership
Funds ownership: 66.15% → 70.03% (+3.9%)
38% less call options, than puts
Call options by funds: $20.4M | Put options by funds: $33M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$26.2M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$12M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$11.8M |
| 4 |
TG
TCW Group
Los Angeles,
California
|
+$10.4M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
+$9.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$28.8M |
| 2 |
BlackRock
New York
|
-$7.58M |
| 3 |
NCGI
Next Century Growth Investors
Plymouth,
Minnesota
|
-$3.77M |
| 4 |
NIP
Nicholas Investment Partners
Rancho Santa Fe,
California
|
-$2.64M |
| 5 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
-$1.67M |
SYM Hedge Fund Activity: Q2 2023 in Review
129 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Symbotic (SYM) for Q2 2023, worth a combined $1.84B — up 103% from $910M a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new SYM positions and 8 closed out — a net gain of 50 holders — while 39 added to existing stakes and 23 trimmed.
The largest buyer was Vanguard Group, adding an estimated $26.2M. The largest seller was Frontier Capital Management, cutting an estimated $28.8M.
- 129 institutional investors held Symbotic (SYM) as of Q2 2023, up from 80 in Q1 2023.
- Funds reported $1.84B of Symbotic stock for Q2 2023, up 103% quarter-over-quarter.
- 58 funds opened new Symbotic positions in Q2 2023 and 8 closed out, a net change of +50 holders.
- The largest Symbotic buyer in Q2 2023 was Vanguard Group, an estimated $26.2M added.
- The largest Symbotic seller in Q2 2023 was Frontier Capital Management, an estimated $28.8M sold.
Based on aggregated 13F filings for Q2 2023.