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1,357 hedge funds and large institutions have $27.6B invested in Sysco in 2023 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 514 increasing their positions, 539 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $187M | Put options by funds: $80.2M

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

0.41% less ownership

Funds ownership: 83.15%82.74% (-0.41%)

5% less repeat investments, than reductions

Existing positions increased: 514 | Existing positions reduced: 539

5% less funds holding

Funds holding: 1,4241,357 (-67)

12% less capital invested

Capital invested by funds: $31.3B → $27.6B (-$3.67B)

32% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 141

Holders
1,357
Holders Change
-67
Holders Change %
-4.71%
% of All Funds
21.54%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
96
Increased
514
Reduced
539
Closed
141
Calls
$187M
Puts
$80.2M
Net Calls
+$107M
Net Calls Change
+$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
426
U.S. Capital Wealth Advisors
Texas
$2.52M +$7.54K +105 +0.3%
Fayez Sarofim & Co
427
Fayez Sarofim & Co
Texas
$2.51M -$67.6K -941 -2%
BFG
428
Bleakley Financial Group
New Jersey
$2.5M -$62.8K -874 -2%
Envestnet Portfolio Solutions
429
Envestnet Portfolio Solutions
Illinois
$2.5M +$2.72M +37,813 New
Rafferty Asset Management
430
Rafferty Asset Management
New York
$2.49M +$267K +3,718 +11%
KP
431
Kiltearn Partners
United Kingdom
$2.48M +$2.69M +37,500 New
JCM
432
Janney Capital Management
Pennsylvania
$2.46M +$132K +1,834 +5%
Arrowstreet Capital
433
Arrowstreet Capital
Massachusetts
$2.43M +$2.29M +31,925 +655%
GAM
434
Griffin Asset Management
New York
$2.42M -$180K -2,500 -6%
BBI
435
Baxter Bros Inc
Connecticut
$2.4M -$46.7K -650 -2%
OAM
436
Oppenheimer Asset Management
New York
$2.4M -$181K -2,517 -6%
SAM
437
Securian Asset Management
Minnesota
$2.39M -$360K -5,012 -12%
NA
438
NewEdge Advisors
Louisiana
$2.38M +$89.7K +1,248 +4%
SIA
439
SeaBridge Investment Advisors
New Jersey
$2.38M +$5.75K +80 +0.2%
BRWA
440
B. Riley Wealth Advisors
Florida
$2.38M +$103K +1,439 +4%
MCC
441
Money Concepts Capital
Florida
$2.34M +$107K +1,489 +4%
RG
442
Richelieu Gestion
France
$2.33M
AssetMark Inc
443
AssetMark Inc
California
$2.33M +$272K +3,787 +12%
PAG
444
Private Advisor Group
New Jersey
$2.31M -$134K -1,861 -5%
OAM
445
Ostrum Asset Management
France
$2.3M -$777K -10,812 -24%
Lido Advisors
446
Lido Advisors
California
$2.3M +$185K +2,581 +8%
RMCM
447
Reynders McVeigh Capital Management
Massachusetts
$2.29M -$9.8M -136,423 -80%
ET
448
Equitable Trust
Tennessee
$2.29M -$10.3M -143,104 -80%
HIMCH
449
Hartford Investment Management Co (HIMCO)
Connecticut
$2.27M -$80.3K -1,117 -3%
AWM
450
AE Wealth Management
Kansas
$2.27M +$86.7K +1,207 +4%

SYY Hedge Fund Activity: Q3 2023 in Review

1,357 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q3 2023, worth a combined $27.6B — down 12% from $31.3B a quarter earlier.

Sellers outnumbered buyers: 141 funds closed out of SYY and 96 opened new positions — a net loss of 45 holders — while 539 trimmed existing stakes and 514 added.

The largest buyer was BlackRock, adding an estimated $132M. The largest seller was Wellington Management Group, cutting an estimated $183M.

  • 1,357 institutional investors held Sysco (SYY) as of Q3 2023, down from 1,424 in Q2 2023.
  • Funds reported $27.6B of Sysco stock for Q3 2023, down 12% quarter-over-quarter.
  • 96 funds opened new Sysco positions in Q3 2023 and 141 closed out, a net change of -45 holders.
  • The largest Sysco buyer in Q3 2023 was BlackRock, an estimated $132M added.
  • The largest Sysco seller in Q3 2023 was Wellington Management Group, an estimated $183M sold.

Based on aggregated 13F filings for Q3 2023.