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1,430 hedge funds and large institutions have $30B invested in Sysco in 2024 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 523 increasing their positions, 569 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $156M | Put options by funds: $92.3M

0.96% more ownership

Funds ownership: 83.43%84.39% (+0.96%)

8% less repeat investments, than reductions

Existing positions increased: 523 | Existing positions reduced: 569

3% less funds holding

Funds holding: 1,4751,430 (-45)

11% less capital invested

Capital invested by funds: $33.7B → $30B (-$3.71B)

17% less first-time investments, than exits

New positions opened: 110 | Existing positions closed: 132

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

Holders
1,430
Holders Change
-45
Holders Change %
-3.05%
% of All Funds
20.65%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.16%
New
110
Increased
523
Reduced
569
Closed
132
Calls
$156M
Puts
$92.3M
Net Calls
+$64.2M
Net Calls Change
-$30.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
401
Costello Asset Management
Pennsylvania
$3.15M -$291K -3,900 -8%
BFS
402
Bradley Foster & Sargent
Connecticut
$3.14M -$2.41M -32,308 -42%
KC
403
Kinloch Capital
Virginia
$3.14M -$60.4K -808 -2%
LOAME
404
Lombard Odier Asset Management (Europe)
United Kingdom
$3.12M +$1.87M +25,090 +134%
LCM
405
LVM Capital Management
Michigan
$3.1M +$21.4K +287 +0.7%
VPIM
406
Vanguard Personalized Indexing Management
California
$3.07M +$126K +1,682 +4%
OAC
407
OMERS Administration Corp
Ontario, Canada
$3.05M +$3.19M +42,755 New
OPERF
408
Oregon Public Employees Retirement Fund
Oregon
$3.05M +$12.9K +172 +0.4%
FIM
409
Fruth Investment Management
Texas
$3.02M -$59.9K -802 -2%
EMPI
410
Elo Mutual Pension Insurance
Finland
$3.02M -$284K -3,798 -8%
Wealthfront Advisers
411
Wealthfront Advisers
California
$2.99M -$1.34M -17,891 -30%
GIBU
412
Gulf International Bank (UK)
United Kingdom
$2.98M
Nomura Holdings
413
Nomura Holdings
Japan
$2.97M +$1.32M +17,644 +74%
MC
414
Moors & Cabot
Massachusetts
$2.97M -$614K -8,214 -16%
JWCA
415
J.W. Coons Advisors
Ohio
$2.96M -$14.9K -200 -0.5%
IHL
416
Investment House LLC
California
$2.88M -$112K -1,500 -4%
AI
417
Atria Investments
North Carolina
$2.88M -$105K -1,402 -3%
FNT
418
First National Trust
Pennsylvania
$2.86M -$223K -2,987 -7%
SYBT
419
Stock Yards Bank & Trust
Kentucky
$2.86M -$20.1K -269 -0.7%
Rafferty Asset Management
420
Rafferty Asset Management
New York
$2.85M +$163K +2,179 +6%
MCB
421
Morton Community Bank
Illinois
$2.85M +$180K +2,410 +6%
NIC
422
Northwest Investment Counselors
Oregon
$2.85M +$83.7K +1,120 +3%
PAM
423
Peninsula Asset Management
Florida
$2.85M -$8.97K -120 -0.3%
TRSOTSOK
424
Teachers Retirement System of the State of Kentucky
Kentucky
$2.84M -$85.2K -1,140 -3%
Luther King Capital Management (LKCM)
425
Luther King Capital Management (LKCM)
Texas
$2.84M

SYY Hedge Fund Activity: Q2 2024 in Review

1,430 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q2 2024, worth a combined $30B — down 11% from $33.7B a quarter earlier.

Sellers outnumbered buyers: 132 funds closed out of SYY and 110 opened new positions — a net loss of 22 holders — while 569 trimmed existing stakes and 523 added.

The largest buyer was Vanguard Group, adding an estimated $542M. The largest seller was Wellington Management Group, cutting an estimated $732M.

  • 1,430 institutional investors held Sysco (SYY) as of Q2 2024, down from 1,475 in Q1 2024.
  • Funds reported $30B of Sysco stock for Q2 2024, down 11% quarter-over-quarter.
  • 110 funds opened new Sysco positions in Q2 2024 and 132 closed out, a net change of -22 holders.
  • The largest Sysco buyer in Q2 2024 was Vanguard Group, an estimated $542M added.
  • The largest Sysco seller in Q2 2024 was Wellington Management Group, an estimated $732M sold.

Based on aggregated 13F filings for Q2 2024.