Symbotic
SYM
237 hedge funds and large institutions have $3.41B invested in Symbotic in 2024 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 90 increasing their positions, 32 reducing their positions, and 47 closing their positions.
181% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 32
83% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 47
55% more call options, than puts
Call options by funds: $86.4M | Put options by funds: $55.9M
20% more funds holding
Funds holding: 198 → 237 (+39)
1.65% more ownership
Funds ownership: 77.91% → 79.56% (+1.7%)
2% more capital invested
Capital invested by funds: $3.35B → $3.41B (+$65M)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$416M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$31.5M |
| 3 |
JGC
J. Goldman & Co
New York
|
+$20.6M |
| 4 |
Axa
Paris,
France
|
+$17M |
| 5 |
TAM
Thematics Asset Management
Paris,
France
|
+$16.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$54.2M |
| 2 |
Voloridge Investment Management
Jupiter,
Florida
|
-$34.5M |
| 3 |
Millennium Management
New York
|
-$31.2M |
| 4 |
Two Sigma Investments
New York
|
-$16.6M |
| 5 |
Goldman Sachs
New York
|
-$13.7M |
SYM Hedge Fund Activity: Q1 2024 in Review
237 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Symbotic (SYM) for Q1 2024, worth a combined $3.41B — up 1.9% from $3.35B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new SYM positions and 47 closed out — a net gain of 39 holders — while 90 added to existing stakes and 32 trimmed.
The largest buyer was Baillie Gifford & Co, opening a new position worth an estimated $416M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $54.2M sold.
- 237 institutional investors held Symbotic (SYM) as of Q1 2024, up from 198 in Q4 2023.
- Funds reported $3.41B of Symbotic stock for Q1 2024, up 1.9% quarter-over-quarter.
- 86 funds opened new Symbotic positions in Q1 2024 and 47 closed out, a net change of +39 holders.
- The largest Symbotic buyer in Q1 2024 was Baillie Gifford & Co, an estimated $416M added.
- The largest Symbotic seller in Q1 2024 was 1832 Asset Management, an estimated $54.2M sold.
Based on aggregated 13F filings for Q1 2024.