Symbotic
239 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, 105 increasing their positions, 53 reducing their positions, and 37 closing their positions.
98% more repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 53
53% more call options, than puts
Call options by funds: $87.3M | Put options by funds: $57M
22% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 37
1.2% more ownership
Funds ownership: 79.56% → 80.76% (+1.2%)
1% more funds holding
Funds holding: 237 → 239 (+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
Top Sellers
| 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
239 of the 6,924 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 37 closed out — a net gain of 8 holders — while 105 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.
- 239 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 37 closed out, a net change of +8 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.