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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
OPS
501
Orion Portfolio Solutions
Nebraska
$2.22M +$201K +2,552 +10%
VI
502
Vestcor Inc
New Brunswick, Canada
$2.22M -$310K -3,937 -13%
OWP
503
Obermeyer Wealth Partners
Colorado
$2.2M +$2.14M +27,126 New
SIC
504
SFE Investment Counsel
California
$2.19M +$290K +3,678 +16%
SFI
505
Siemens Fonds Invest
Germany
$2.18M -$19.1K -242 -0.9%
SGI
506
Summit Global Investments
Utah
$2.17M -$403K -5,119 -16%
YIH
507
Y-Intercept (HK)
Hong Kong
$2.17M -$47.7K -605 -2%
1SB
508
1ST Source Bank
Indiana
$2.17M -$33.1K -420 -2%
KCPG
509
Kavar Capital Partners Group
Kansas
$2.16M -$2.33M -29,627 -53%
SCM
510
Stevens Capital Management
Pennsylvania
$2.14M +$962K +12,210 +86%
LWCFA
511
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.14M -$212K -2,695 -9%
CIC
512
Carnegie Investment Counsel
Ohio
$2.12M -$236 -3 -0%
BCA
513
Bay Colony Advisors
Massachusetts
$2.12M +$2.06M +26,125 New
HIC
514
Hartline Investment Corp
Illinois
$2.12M +$2.06M +26,125 New
AP
515
Appleton Partners
Massachusetts
$2.12M -$80.2K -1,018 -4%
NERM
516
New England Research & Management
Illinois
$2.12M -$19.7K -250 -0.9%
NPA
517
Nichols & Pratt Advisers
Massachusetts
$2.08M
BLC
518
Brown, Lisle/Cummings
Rhode Island
$2.07M -$15.8K -200 -0.8%
HWM
519
Hohimer Wealth Management
Washington
$2.07M -$21.4K -272 -1%
NMERB
520
New Mexico Educational Retirement Board
New Mexico
$2.06M -$78.8K -1,000 -4%
PA
521
Pinnacle Associates
New York
$2.04M -$10.9K -138 -0.5%
DWM
522
Dakota Wealth Management
Florida
$2.04M +$1.25M +15,876 +173%
AWM
523
Apollon Wealth Management
South Carolina
$2.03M +$151K +1,918 +8%
BAM
524
Boyar Asset Management
New York
$2.03M +$87.1K +1,105 +5%
Lido Advisors
525
Lido Advisors
California
$2.01M -$597K -7,576 -23%

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.