We are live on ! Find out more
SYM icon

Symbotic
SYM

198 hedge funds and large institutions have $3.36B invested in Symbotic in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 58 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 19

64% more capital invested

Capital invested by funds: $2.05B → $3.36B (+$1.31B)

43% more call options, than puts

Call options by funds: $98.8M | Put options by funds: $69M

30% more funds holding

Funds holding: 152 → 198 (+46)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

18% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 49

2.32% more ownership

Funds ownership: 75.96% → 78.28% (+2.3%)

Holders
198
Holders Change
+46
Holders Change %
+30.26%
% of All Funds
2.89%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
67
Increased
58
Reduced
49
Closed
19
Calls
$98.8M
Puts
$69M
Net Calls
+$29.8M
Net Calls Change
+$29.3M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$30.3M
2
Millennium Management
Millennium Management
New York
+$23.1M
3
Morgan Stanley
Morgan Stanley
New York
+$17.7M
4
Invesco
Invesco
Georgia
+$14.4M
5
Goldman Sachs
Goldman Sachs
New York
+$12.1M

Top Sellers

1
NIP
Nicholas Investment Partners
California
-$5.76M
2
FDS
First Dallas Securities
Texas
-$4.44M
3
ETC
Exchange Traded Concepts
Oklahoma
-$4.31M
4
AR
Advisory Research
Illinois
-$3.41M
5
LPL Financial
LPL Financial
California
-$3.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
SoftBank Group
1
SoftBank Group
Japan
$2.04B – – –
SSI
2
SVF Sponsor III
California
$467M – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$107M +$1.78M +40,699 +2%
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$54.2M +$30.3M +690,900 +190%
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$45.3M +$6.2M +141,333 +19%
Millennium Management
6
Millennium Management
New York
$36.8M +$23.1M +527,654 +278%
Mirae Asset Global Investments
7
Mirae Asset Global Investments
South Korea
$35.3M -$82.5K -1,881 -0.3%
Morgan Stanley
8
Morgan Stanley
New York
$31.4M +$17.7M +404,714 +195%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$31.3M +$1.07M +24,488 +4%
RJA
10
Raymond James & Associates
Florida
$29.8M +$3.39M +77,388 +15%
First Trust Advisors
11
First Trust Advisors
Illinois
$26.2M +$6.83M +155,828 +44%
Two Sigma Investments
12
Two Sigma Investments
New York
$24.5M +$4.68M +106,758 +29%
HCM
13
Hodges Capital Management
Texas
$21.1M +$10.5M +239,074 +139%
BlackRock
14
BlackRock
New York
$21M +$5.53M +126,155 +45%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$18.9M +$353K +8,058 +2%
Invesco
16
Invesco
Georgia
$16.8M +$14.4M +328,096 New
Goldman Sachs
17
Goldman Sachs
New York
$16.4M +$12.1M +275,494 +623%
TG
18
TCW Group
California
$16.1M -$1.34M -30,472 -9%
DCM
19
Driehaus Capital Management
Illinois
$15.2M +$819K +18,679 +7%
SST
20
S Squared Technology
New York
$13.9M +$438K +10,000 +4%
ETC
21
Exchange Traded Concepts
Oklahoma
$13.2M -$4.31M -98,380 -28%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$12.1M +$10.3M +236,035 New
Geode Capital Management
23
Geode Capital Management
Massachusetts
$11.6M +$290K +6,614 +3%
Bank of America
24
Bank of America
North Carolina
$11.5M +$8.97M +204,709 +1,038%
Coatue Management
25
Coatue Management
New York
$11.1M +$9.47M +216,010 New
1
2 3 4 5

SYM Hedge Fund Activity: Q4 2023 in Review

198 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Symbotic (SYM) for Q4 2023, worth a combined $3.36B — up 64% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new SYM positions and 19 closed out — a net gain of 48 holders — while 58 added to existing stakes and 49 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $30.3M. The largest seller was Nicholas Investment Partners, cutting an estimated $5.76M.

  • 198 institutional investors held Symbotic (SYM) as of Q4 2023, up from 152 in Q3 2023.
  • Funds reported $3.36B of Symbotic stock for Q4 2023, up 64% quarter-over-quarter.
  • 67 funds opened new Symbotic positions in Q4 2023 and 19 closed out, a net change of +48 holders.
  • The largest Symbotic buyer in Q4 2023 was 1832 Asset Management, an estimated $30.3M added.
  • The largest Symbotic seller in Q4 2023 was Nicholas Investment Partners, an estimated $5.76M sold.

Based on aggregated 13F filings for Q4 2023.