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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
IC
726
IEQ Capital
California
$688K +$44.1K +614 +6%
BFM
727
Boston Financial Management
Massachusetts
$685K +$80.8K +1,125 +12%
SWP
728
Stratos Wealth Partners
Ohio
$684K +$16.7K +233 +2%
LIA
729
LBMC Investment Advisors
Tennessee
$682K
WMP
730
Wealth Management Partners
Arizona
$681K -$25.1K -350 -3%
WHCI
731
W.H. Cornerstone Investments
Massachusetts
$680K +$4.81K +67 +0.7%
WT
732
Whittier Trust
California
$672K -$41.5K -577 -5%
BCM
733
Brown Capital Management
Maryland
$669K +$2.52K +35 +0.3%
CCIA
734
Cherry Creek Investment Advisors
Colorado
$666K +$3.95K +55 +0.5%
AAM
735
AR Asset Management
California
$661K
XT
736
XTX Topco
Cayman Islands
$660K +$56.8K +791 +9%
MTC
737
McDaniel Terry & Co
Texas
$655K +$316K +4,402 +80%
AIA
738
Angeles Investment Advisors
California
$655K +$712K +9,910 New
OWA
739
Outlook Wealth Advisors
Texas
$653K +$22.3K +311 +3%
WPC
740
Waters Parkerson & Co
Louisiana
$653K +$86.8K +1,208 +14%
WAP
741
Wealthcare Advisory Partners
Pennsylvania
$653K +$11.6K +161 +2%
MM
742
MQS Management
New York
$652K +$709K +9,864 New
WMS
743
Wealth Management Solutions
Pennsylvania
$651K +$2.52K +35 +0.4%
ABP
744
Arthur B. Page
$650K -$8.62K -120 -1%
HWP
745
Hibernia Wealth Partners
Louisiana
$649K +$706K +9,824 New
PAG
746
Powers Advisory Group
Illinois
$642K -$11.2K -156 -2%
TCM
747
Teza Capital Management
Illinois
$640K -$2.05M -28,510 -75%
KWM
748
Kingsview Wealth Management
Oregon
$639K +$22.1K +308 +3%
Financial Engines Advisors
749
Financial Engines Advisors
California
$637K -$16.7K -232 -2%
HWA
750
Heritage Wealth Advisors
Virginia
$636K -$3.31K -46 -0.5%

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.