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Synchrony
SYF

652 hedge funds and large institutions have $12B invested in Synchrony in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 227 increasing their positions, 256 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

2% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 55

0.58% less ownership

Funds ownership: 93.63% → 93.05% (-0.58%)

1% less funds holding

Funds holding: 660 → 652 (-8)

11% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 256

12% less capital invested

Capital invested by funds: $13.6B → $12B (-$1.58B)

23% less call options, than puts

Call options by funds: $127M | Put options by funds: $164M

Holders
652
Holders Change
-8
Holders Change %
-1.21%
% of All Funds
10.35%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
56
Increased
227
Reduced
256
Closed
55
Calls
$127M
Puts
$164M
Net Calls
-$37.1M
Net Calls Change
-$11.7M

Top Buyers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
+$63.2M
2
KBC Group
KBC Group
Belgium
+$50.6M
3
UBS AM
UBS AM
Illinois
+$40.1M
4
Amundi
Amundi
France
+$30.7M
5
Invesco
Invesco
Georgia
+$25.2M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$176M
2
Man Group
Man Group
United Kingdom
-$102M
3
BlackRock
BlackRock
New York
-$64.7M
4
State Street
State Street
Massachusetts
-$44.7M
5
SCA
Southpoint Capital Advisors
New York
-$43.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
626
SJS Investment Consulting
Ohio
$2.2K +$532 +16 +29%
CWM
627
Cedar Wealth Management
California
$2.08K -$1.13K -34 -33%
AWM
628
Abound Wealth Management
Tennessee
$2.02K – – –
FMP
629
Financial Management Professionals
Texas
$2K -$2.13K -64 -52%
TSWM
630
Tyler-Stone Wealth Management
Ohio
$2K – – –
EA
631
Evolution Advisers
Virginia
$2K +$33 +1 +1%
VNA
632
Valley National Advisers
Pennsylvania
$2K +$1.66K +50 New
BFP
633
Briaud Financial Planning
Texas
$2K +$2.56K +77 New
BC
634
Barrett & Company
Rhode Island
$1.99K – – –
BWL
635
Bogart Wealth LLC
Virginia
$1.99K – – –
IPW
636
Impact Partnership Wealth
Georgia
$1.93K -$381K -11,445 -99%
GWMIA
637
Global Wealth Management Investment Advisory
Florida
$1.86K – – –
JWM
638
Janiczek Wealth Management
Colorado
$1.74K – – –
MCM
639
Manchester Capital Management
Vermont
$1.56K – – –
MA
640
MCF Advisors
Kentucky
$1.5K – – –
SWA
641
Sutton Wealth Advisors
Florida
$1.38K – – –
SS
642
Sunbelt Securities
Texas
$1.16K – – –
APC
643
Aspire Private Capital
North Carolina
$1.13K – – –
CAM
644
ClariVest Asset Management
California
$1K +$566 +17 New
AW
645
Avion Wealth
Texas
$1K +$1.1K +33 New
TWP
646
TFO Wealth Partners
Ohio
$950 +$499 +15 +115%
TFM
647
TFC Financial Management
Massachusetts
$826 – – –
SWA
648
SOA Wealth Advisors
New York
$784 – – –
PCTC
649
Perkins Coie Trust Company
Washington
$763 +$832 +25 New
CWC
650
Carolinas Wealth Consulting
North Carolina
$736 – – –
24 25
26
27 28

SYF Hedge Fund Activity: Q3 2023 in Review

652 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Synchrony (SYF) for Q3 2023, worth a combined $12B — down 12% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new SYF positions and 55 closed out — a net gain of 1 holder — while 227 added to existing stakes and 256 trimmed.

The largest buyer was Boston Partners, adding an estimated $63.2M. The largest seller was Bank of America, cutting an estimated $176M.

  • 652 institutional investors held Synchrony (SYF) as of Q3 2023, down from 660 in Q2 2023.
  • Funds reported $12B of Synchrony stock for Q3 2023, down 12% quarter-over-quarter.
  • 56 funds opened new Synchrony positions in Q3 2023 and 55 closed out, a net change of +1 holder.
  • The largest Synchrony buyer in Q3 2023 was Boston Partners, an estimated $63.2M added.
  • The largest Synchrony seller in Q3 2023 was Bank of America, an estimated $176M sold.

Based on aggregated 13F filings for Q3 2023.