Symbotic
240 hedge funds and large institutions have $2.9B invested in Symbotic in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 106 increasing their positions, 53 reducing their positions, and 36 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 53
53% more call options, than puts
Call options by funds: $87.3M | Put options by funds: $57M
25% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 36
1% more funds holding
Funds holding: 237 → 240 (+3)
1.2% more ownership
Funds ownership: 79.56% → 80.77% (+1.2%)
15% less capital invested
Capital invested by funds: $3.41B → $2.9B (-$511M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$47.6M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$31.4M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$30.3M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
+$21.4M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$20.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$22.4M |
| 2 |
JGC
J. Goldman & Co
New York
|
-$12.3M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$9.39M |
| 4 |
ACM
Anomaly Capital Management
New York
|
-$5.68M |
| 5 |
MIM
Monashee Investment Management
Boston,
Massachusetts
|
-$4.73M |
SYM Hedge Fund Activity: Q2 2024 in Review
240 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Symbotic (SYM) for Q2 2024, worth a combined $2.9B — down 15% from $3.41B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new SYM positions and 36 closed out — a net gain of 9 holders — while 106 added to existing stakes and 53 trimmed.
The largest buyer was Baillie Gifford & Co, adding an estimated $47.6M. The largest seller was Mirae Asset Global Investments, cutting an estimated $22.4M.
- 240 institutional investors held Symbotic (SYM) as of Q2 2024, up from 237 in Q1 2024.
- Funds reported $2.9B of Symbotic stock for Q2 2024, down 15% quarter-over-quarter.
- 45 funds opened new Symbotic positions in Q2 2024 and 36 closed out, a net change of +9 holders.
- The largest Symbotic buyer in Q2 2024 was Baillie Gifford & Co, an estimated $47.6M added.
- The largest Symbotic seller in Q2 2024 was Mirae Asset Global Investments, an estimated $22.4M sold.
Based on aggregated 13F filings for Q2 2024.