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Synchrony

673 hedge funds and large institutions have $15.2B invested in Synchrony in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 202 increasing their positions, 279 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

51% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 67

27% more capital invested

Capital invested by funds: $12B → $15.2B (+$3.21B)

17% more call options, than puts

Call options by funds: $381M | Put options by funds: $325M

3% more funds holding

Funds holding: 652673 (+21)

2.96% more ownership

Funds ownership: 93.05%96.01% (+3%)

28% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 279

Holders
673
Holders Change
+21
Holders Change %
+3.22%
% of All Funds
9.81%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
101
Increased
202
Reduced
279
Closed
67
Calls
$381M
Puts
$325M
Net Calls
+$55.4M
Net Calls Change
+$92.5M
Name Holding Trade Value Shares
Change
Change in
Stake
DPW
651
DiNuzzo Private Wealth
Pennsylvania
$2.06K +$1.71K +54 New
SIM
652
Sentry Investment Management
Wisconsin
$2K -$77.4K -2,446 -97%
MA
653
MCF Advisors
Kentucky
$1.87K
PIM
654
Plato Investment Management
Australia
$1.6K +$1.33K +42 New
SS
655
Sunbelt Securities
Texas
$1.45K
APC
656
Aspire Private Capital
North Carolina
$1.41K
CJ
657
Caitlin John
Michigan
$1.3K +$1.08K +34 New
LF
658
Lee Financial
Texas
$1.22K -$3.64K -115 -78%
CPA
659
Clear Point Advisors
New York
$1.22K +$1.01K +32 New
RCM
660
Raleigh Capital Management
North Carolina
$1.15K +$949 +30 New
VNA
661
Valley National Advisers
Pennsylvania
$1K
AW
662
Avion Wealth
Texas
$1K +$32 +1 +3%
LIWM
663
Long Island Wealth Management
New York
$1K +$475 +15 New
CWC
664
Carolinas Wealth Consulting
North Carolina
$993
SWA
665
SOA Wealth Advisors
New York
$984
TIM
666
Tortoise Investment Management
New York
$764
AWM
667
Avior Wealth Management
Nebraska
$725 -$127 -4 -17%
VWA
668
Valued Wealth Advisors
Utah
$678 +$696 +22 New
Kayne Anderson Rudnick Investment Management
669
Kayne Anderson Rudnick Investment Management
California
$673 +$538 +17 New
TWP
670
TFO Wealth Partners
Ohio
$496 -$475 -15 -54%
AP
671
Aspect Partners
Virginia
$306 +$253 +8 New
JFGIW
672
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$306 +$253 +8 New
CTA
673
Colonial Trust Advisors
South Carolina
$191
LFG
674
Larson Financial Group
Missouri
$115 +$95 +3 New
DWM
675
Dogwood Wealth Management
Kansas
$3

SYF Hedge Fund Activity: Q4 2023 in Review

673 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Synchrony (SYF) for Q4 2023, worth a combined $15.2B — up 27% from $12B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new SYF positions and 67 closed out — a net gain of 34 holders — while 202 added to existing stakes and 279 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $160M. The largest seller was Bank of America, cutting an estimated $80.7M.

  • 673 institutional investors held Synchrony (SYF) as of Q4 2023, up from 652 in Q3 2023.
  • Funds reported $15.2B of Synchrony stock for Q4 2023, up 27% quarter-over-quarter.
  • 101 funds opened new Synchrony positions in Q4 2023 and 67 closed out, a net change of +34 holders.
  • The largest Synchrony buyer in Q4 2023 was Morgan Stanley, an estimated $160M added.
  • The largest Synchrony seller in Q4 2023 was Bank of America, an estimated $80.7M sold.

Based on aggregated 13F filings for Q4 2023.