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1,475 hedge funds and large institutions have $33.7B invested in Sysco in 2024 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 506 increasing their positions, 591 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $181M | Put options by funds: $85.8M

35% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 105

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

8% more capital invested

Capital invested by funds: $31.2B → $33.7B (+$2.5B)

1% more funds holding

Funds holding: 1,4541,475 (+21)

1.12% less ownership

Funds ownership: 84.55%83.43% (-1.1%)

14% less repeat investments, than reductions

Existing positions increased: 506 | Existing positions reduced: 591

Holders
1,475
Holders Change
+21
Holders Change %
+1.44%
% of All Funds
21.25%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.24%
New
142
Increased
506
Reduced
591
Closed
105
Calls
$181M
Puts
$85.8M
Net Calls
+$94.8M
Net Calls Change
-$64.4M
Name Holding Trade Value Shares
Change
Change in
Stake
DnB Asset Management
326
DnB Asset Management
Norway
$6.16M -$9.53M -120,933 -61%
NYLIM
327
New York Life Investment Management
New York
$6.13M -$276K -3,501 -4%
DZ Bank
328
DZ Bank
Germany
$6.13M +$836K +10,605 +16%
IWS
329
Insight Wealth Strategies
California
$6.06M +$5.88M +74,668 New
MWM
330
Modera Wealth Management
New Jersey
$6.04M -$34.3K -435 -0.6%
KAS
331
Kestra Advisory Services
Texas
$6.02M +$218K +2,772 +4%
CA
332
Cetera Advisors
Colorado
$5.98M +$3.71M +47,142 +178%
Cambridge Investment Research Advisors
333
Cambridge Investment Research Advisors
Iowa
$5.97M +$210K +2,670 +4%
CTA
334
Chesley Taft & Associates
Illinois
$5.91M -$146K -1,850 -2%
BFA
335
Bright Financial Advisors
Michigan
$5.65M +$1.34M +17,016 New
JGUA
336
John G. Ullman & Associates
New York
$5.64M -$86.7K -1,100 -2%
SC
337
Sawyer & Company
Massachusetts
$5.58M -$75.3K -955 -1%
VanEck Associates
338
VanEck Associates
New York
$5.53M +$456K +5,781 +9%
WDA
339
Wendell David Associates
New Hampshire
$5.42M +$75K +952 +1%
Pacer Advisors
340
Pacer Advisors
Pennsylvania
$5.39M -$1.25M -15,820 -19%
MOACM
341
Mutual of America Capital Management
New York
$5.3M -$180K -2,285 -3%
SL
342
Summitry LLC
California
$5.19M -$138K -1,754 -3%
USCWA
343
U.S. Capital Wealth Advisors
Texas
$5.18M -$15.1K -192 -0.3%
VIM
344
VELA Investment Management
Ohio
$5.15M +$127K +1,611 +3%
HTIM
345
Harbour Trust & Investment Management
Indiana
$5.14M +$5.59K +71 +0.1%
CB
346
Cadence Bank
Mississippi
$5.13M +$53K +672 +1%
BNP Paribas Asset Management
347
BNP Paribas Asset Management
France
$5.12M +$147K +1,862 +3%
NAM
348
Nissay Asset Management
Japan
$5.1M +$65.1K +826 +1%
HWAM
349
Hennion & Walsh Asset Management
New Jersey
$5.08M +$114K +1,446 +2%
Envestnet Portfolio Solutions
350
Envestnet Portfolio Solutions
Illinois
$5.06M +$1.48M +18,749 +43%

SYY Hedge Fund Activity: Q1 2024 in Review

1,475 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q1 2024, worth a combined $33.7B — up 8% from $31.2B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new SYY positions and 105 closed out — a net gain of 37 holders — while 506 added to existing stakes and 591 trimmed.

The largest buyer was Diamond Hill Capital Management, opening a new position worth an estimated $316M. The largest seller was Aristotle Capital Management, cutting an estimated $830M.

  • 1,475 institutional investors held Sysco (SYY) as of Q1 2024, up from 1,454 in Q4 2023.
  • Funds reported $33.7B of Sysco stock for Q1 2024, up 8% quarter-over-quarter.
  • 142 funds opened new Sysco positions in Q1 2024 and 105 closed out, a net change of +37 holders.
  • The largest Sysco buyer in Q1 2024 was Diamond Hill Capital Management, an estimated $316M added.
  • The largest Sysco seller in Q1 2024 was Aristotle Capital Management, an estimated $830M sold.

Based on aggregated 13F filings for Q1 2024.