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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
SFS
701
Sowell Financial Services
Arkansas
$776K -$2.12M -29,548 -72%
TC
702
Toews Corporation
New Jersey
$773K +$841K +11,700 New
MA
703
Mutual Advisors
Nebraska
$768K +$12.4K +172 +2%
ADBIC
704
A.D. Beadell Investment Counsel
Wisconsin
$767K +$14.4K +200 +2%
IIM
705
Ipswich Investment Management
Massachusetts
$766K
NAMP
706
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$761K +$14.4K +200 +2%
STC
707
Sarah T. Connolly
$758K -$129K -1,800 -14%
FHA
708
First Horizon Advisors
Tennessee
$751K -$43.8K -610 -5%
SWS
709
SYSTM Wealth Solutions
Illinois
$750K -$1.53M -21,286 -65%
FMWA
710
Forvis Mazars Wealth Advisors
Missouri
$746K -$66.5K -926 -8%
RBC
711
Romano Brothers & Co
Illinois
$744K -$12.1K -168 -1%
AOI
712
Auto-Owners Insurance
Michigan
$733K
WOC
713
West Oak Capital
California
$727K -$2.16K -30 -0.3%
CA
714
Cullinan Associates
Kentucky
$727K
WBCM
715
Wilson & Boucher Capital Management
California
$726K
PIWA
716
Prevail Innovative Wealth Advisors
Kansas
$718K +$781K +10,865 New
DWM
717
Dakota Wealth Management
Florida
$702K -$7.54K -105 -1%
PPWM
718
Paragon Private Wealth Management
Kentucky
$702K +$24.5K +341 +3%
FWI
719
Facet Wealth Inc
Maryland
$697K +$2.95K +41 +0.4%
SA
720
Syntax Advisors
New York
$697K +$31.8K +442 +4%
VCG
721
Vantage Consulting Group
Virginia
$697K +$31.8K +442 +4%
PCIA
722
Prime Capital Investment Advisors
Kansas
$691K +$30K +417 +4%
DGAM
723
Desjardins Global Asset Management
Quebec, Canada
$691K +$325K +4,521 +76%
FPF
724
First Pacific Financial
Washington
$690K -$64.6K -899 -8%
PP
725
Patron Partners
Texas
$689K -$22.9K -319 -3%

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.