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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
CSWM
651
Cassady Schiller Wealth Management
Ohio
$953K
Twin Tree Management
652
Twin Tree Management
Texas
$938K +$276K +3,847 +37%
GIA
653
Guyasuta Investment Advisors
Pennsylvania
$938K
CTFG
654
Capstone Triton Financial Group
Oklahoma
$934K +$45.1K +627 +5%
KJWM
655
Kiley Juergens Wealth Management
Washington
$934K -$222K -3,084 -18%
CT
656
Caldwell Trust
Florida
$929K -$22.9K -319 -2%
GIA
657
Gateway Investment Advisers
Ohio
$929K -$14.8K -206 -1%
BWM
658
Buckley Wealth Management
Nevada
$928K -$44K -613 -4%
SSB
659
Sandy Spring Bank
Maryland
$924K -$68.3K -951 -6%
SFA
660
Sequoia Financial Advisors
Ohio
$922K +$39.5K +550 +4%
VCA
661
Verdence Capital Advisors
Maryland
$912K +$245K +3,416 +33%
SIA
662
Strategic Investment Advisors
Michigan
$909K -$15.4K -214 -2%
IP
663
Intellectus Partners
California
$906K +$43.2K +601 +5%
USAA
664
United Services Automobile Association
Texas
$900K +$108K +1,502 +12%
DSC
665
Duncker Streett & Co
Missouri
$891K -$71.9K -1,000 -7%
CIA
666
Citadel Investment Advisory
Ohio
$889K -$39.5K -550 -4%
TC
667
Telemus Capital
Michigan
$887K -$40.7K -567 -4%
CCM
668
Conway Capital Management
California
$886K -$73.1K -1,018 -7%
PIM
669
Penobscot Investment Management
Massachusetts
$882K -$8.34K -116 -0.9%
EIP
670
Epoch Investment Partners
New York
$876K -$41.4K -576 -4%
DT
671
Diversified Trust
Tennessee
$868K -$2.38M -33,131 -72%
FI
672
Fosun International
China
$868K +$392K +5,450 +71%
SAM
673
Shell Asset Management
Netherlands
$867K -$41.2K -573 -4%
HVIA
674
Hudson Valley Investment Advisors
New York
$863K -$229K -3,186 -20%
BEI
675
Benjamin Edwards Inc
Missouri
$862K +$136K +1,894 +17%

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.