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1,410 hedge funds and large institutions have $33.3B invested in Sysco in 2023 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 528 increasing their positions, 523 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $174M | Put options by funds: $116M

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

1.99% more ownership

Funds ownership: 85.14%87.13% (+2%)

1% more repeat investments, than reductions

Existing positions increased: 528 | Existing positions reduced: 523

1% more capital invested

Capital invested by funds: $33.1B → $33.3B (+$174M)

3% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 110

2% less funds holding

Funds holding: 1,4421,410 (-32)

Holders
1,410
Holders Change
-32
Holders Change %
-2.22%
% of All Funds
22.47%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.27%
New
107
Increased
528
Reduced
523
Closed
110
Calls
$174M
Puts
$116M
Net Calls
+$57.2M
Net Calls Change
+$2.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Aviva
226
Aviva
United Kingdom
$10.2M +$484K +6,309 +5%
VF
227
Vest Financial
Virginia
$10M +$1.34M +17,512 +16%
PI
228
PineBridge Investments
New York
$9.93M +$9.85M +128,285 +37,510%
BHWM
229
Bar Harbor Wealth Management
New Hampshire
$9.93M -$38.4K -500 -0.4%
UIM
230
USS Investment Management
United Kingdom
$9.92M +$118K +1,540 +1%
PAM
231
Palisade Asset Management
Minnesota
$9.62M -$38.6K -503 -0.4%
WF
232
Welch & Forbes
Massachusetts
$9.61M -$751K -9,792 -7%
B
233
Bailard
California
$9.52M +$226K +2,940 +2%
MYAM
234
Meiji Yasuda Asset Management
Japan
$9.5M +$1.11M +14,459 +13%
TFA
235
Toth Financial Advisory
Virginia
$9.39M +$108K +1,401 +1%
WIM
236
WealthPlan Investment Management
Nebraska
$9.35M -$6.71M -87,495 -42%
Kayne Anderson Rudnick Investment Management
237
Kayne Anderson Rudnick Investment Management
California
$9.28M +$733K +9,550 +9%
BJL
238
Brighton Jones LLC
Washington
$9.13M +$15.2K +198 +0.2%
CAN
239
Cetera Advisor Networks
California
$9.09M +$707K +9,208 +8%
WIC
240
Wilkins Investment Counsel
Massachusetts
$9.07M -$71K -925 -0.8%
X
241
Xponance
Pennsylvania
$8.98M +$285K +3,714 +3%
Teacher Retirement System of Texas
242
Teacher Retirement System of Texas
Texas
$8.89M +$1.54M +20,093 +21%
CWM
243
Calamos Wealth Management
Illinois
$8.85M -$312K -4,059 -3%
CTA
244
Chesley Taft & Associates
Illinois
$8.74M +$141K +1,840 +2%
NC
245
Nicholas Company
Wisconsin
$8.72M -$4.99K -65 -0.1%
CFB
246
Cullen/Frost Bankers
Texas
$8.68M -$301K -3,916 -3%
RJT
247
Raymond James Trust
Florida
$8.61M -$5.99K -78 -0.1%
LDB
248
Lee, Danner & Bass
Tennessee
$8.58M +$919K +11,970 +12%
NSAM
249
North Star Asset Management
Wisconsin
$8.49M +$49.3K +642 +0.6%
CAPTRUST Financial Advisors
250
CAPTRUST Financial Advisors
North Carolina
$8.42M +$1.06M +13,793 +14%

SYY Hedge Fund Activity: Q1 2023 in Review

1,410 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q1 2023, worth a combined $33.3B — up 0.52% from $33.1B a quarter earlier.

Sellers outnumbered buyers: 110 funds closed out of SYY and 107 opened new positions — a net loss of 3 holders — while 523 trimmed existing stakes and 528 added.

The largest buyer was Wellington Management Group, adding an estimated $108M. The largest seller was DZ Bank, cutting an estimated $102M.

  • 1,410 institutional investors held Sysco (SYY) as of Q1 2023, down from 1,442 in Q4 2022.
  • Funds reported $33.3B of Sysco stock for Q1 2023, up 0.52% quarter-over-quarter.
  • 107 funds opened new Sysco positions in Q1 2023 and 110 closed out, a net change of -3 holders.
  • The largest Sysco buyer in Q1 2023 was Wellington Management Group, an estimated $108M added.
  • The largest Sysco seller in Q1 2023 was DZ Bank, an estimated $102M sold.

Based on aggregated 13F filings for Q1 2023.