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Synchrony

711 hedge funds and large institutions have $16.9B invested in Synchrony in 2024 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 261 increasing their positions, 244 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 55

11% more capital invested

Capital invested by funds: $15.2B → $16.9B (+$1.7B)

6% more funds holding

Funds holding: 673711 (+38)

7% more repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 244

0.43% more ownership

Funds ownership: 96.01%96.44% (+0.43%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

34% less call options, than puts

Call options by funds: $187M | Put options by funds: $283M

Holders
711
Holders Change
+38
Holders Change %
+5.65%
% of All Funds
10.24%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
99
Increased
261
Reduced
244
Closed
55
Calls
$187M
Puts
$283M
Net Calls
-$96.3M
Net Calls Change
-$152M
Name Holding Trade Value Shares
Change
Change in
Stake
GBT
601
Grove Bank & Trust
Florida
$30K
EWA
602
EverSource Wealth Advisors
Alabama
$28.4K -$54.4K -1,365 -68%
HT
603
Headlands Technologies
Illinois
$27.9K +$25.7K +646 New
SIC
604
Salem Investment Counselors
North Carolina
$27.2K
DJSG
605
D.J. St. Germain
Massachusetts
$25.1K
BBPWM
606
Blue Bell Private Wealth Management
Pennsylvania
$24.7K
JWA
607
JFS Wealth Advisors
Pennsylvania
$23K
Jones Financial Companies
608
Jones Financial Companies
Missouri
$22.6K -$45.5K -1,142 -69%
SWM
609
Spire Wealth Management
Virginia
$21.9K +$239 +6 +1%
VWM
610
Venturi Wealth Management
Texas
$20.9K +$3.98K +100 +26%
BCMLT
611
Beacon Capital Management LLC (Tennessee)
Tennessee
$20.7K +$6.05K +152 +46%
BLC
612
Brown, Lisle/Cummings
Rhode Island
$20K
EC
613
EntryPoint Capital
New York
$18.5K +$17.1K +430 New
AF
614
Allworth Financial
California
$18.3K -$5.58K -140 -25%
PK
615
Pflug Koory
Nebraska
$17.2K
AFS
616
Annapolis Financial Services
Maryland
$16.9K
CCMI
617
Creative Capital Management Investments
California
$16.8K
WWP
618
WR Wealth Planners
Missouri
$16.8K +$15.5K +390 New
RIL
619
Rothschild Investment LLC
Illinois
$16.6K +$4.58K +115 +43%
RTL
620
Red Tortoise LLC
Georgia
$16.5K +$11.3K +284 +290%
EWP
621
Elevation Wealth Partners
California
$16.5K -$10.1K -254 -40%
AGWCA
622
Annis Gardner Whiting Capital Advisors
Florida
$16.2K
GJWM
623
Gilliland Jeter Wealth Management
Arkansas
$16.1K +$14.9K +374 New
ME
624
McIlrath & Eck
Washington
$15.7K
W
625
WealthCollab
Washington
$14.6K

SYF Hedge Fund Activity: Q1 2024 in Review

711 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Synchrony (SYF) for Q1 2024, worth a combined $16.9B — up 11% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new SYF positions and 55 closed out — a net gain of 44 holders — while 261 added to existing stakes and 244 trimmed.

The largest buyer was Assenagon Asset Management, adding an estimated $203M. The largest seller was Morgan Stanley, cutting an estimated $203M.

  • 711 institutional investors held Synchrony (SYF) as of Q1 2024, up from 673 in Q4 2023.
  • Funds reported $16.9B of Synchrony stock for Q1 2024, up 11% quarter-over-quarter.
  • 99 funds opened new Synchrony positions in Q1 2024 and 55 closed out, a net change of +44 holders.
  • The largest Synchrony buyer in Q1 2024 was Assenagon Asset Management, an estimated $203M added.
  • The largest Synchrony seller in Q1 2024 was Morgan Stanley, an estimated $203M sold.

Based on aggregated 13F filings for Q1 2024.