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1,430 hedge funds and large institutions have $30B invested in Sysco in 2024 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 523 increasing their positions, 569 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $156M | Put options by funds: $92.3M

0.96% more ownership

Funds ownership: 83.43%84.39% (+0.96%)

8% less repeat investments, than reductions

Existing positions increased: 523 | Existing positions reduced: 569

3% less funds holding

Funds holding: 1,4751,430 (-45)

11% less capital invested

Capital invested by funds: $33.7B → $30B (-$3.71B)

17% less first-time investments, than exits

New positions opened: 110 | Existing positions closed: 132

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

Holders
1,430
Holders Change
-45
Holders Change %
-3.05%
% of All Funds
20.65%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.16%
New
110
Increased
523
Reduced
569
Closed
132
Calls
$156M
Puts
$92.3M
Net Calls
+$64.2M
Net Calls Change
-$30.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FCI
751
Financial Counselors Inc
Kansas
$734K -$456K -6,096 -37%
CCIA
752
Cherry Creek Investment Advisors
Colorado
$733K +$4.71K +63 +0.6%
APC
753
Aspire Private Capital
North Carolina
$722K +$23.6K +316 +3%
SWP
754
Stratos Wealth Partners
Ohio
$717K -$64.1K -858 -8%
SW
755
SlateStone Wealth
Florida
$715K -$1.2K -16 -0.2%
AAM
756
AR Asset Management
California
$714K
BP
757
Ballentine Partners
Massachusetts
$711K -$6.8K -91 -0.9%
EWA
758
EP Wealth Advisors
California
$709K +$117K +1,570 +19%
WMP
759
Wealth Management Partners
Arizona
$706K -$69.5K -930 -9%
VCG
760
Vantage Consulting Group
Virginia
$706K +$77.3K +1,035 +12%
BFEC
761
Benjamin F. Edwards & Company
Missouri
$704K +$4.86K +65 +0.7%
IAN
762
Integrated Advisors Network
Texas
$702K -$3.15M -42,174 -81%
MAS
763
Meeder Advisory Services
Ohio
$702K +$109K +1,465 +18%
NAMP
764
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$700K -$43K -575 -6%
MSS
765
Mitchell Sinkler & Starr
Pennsylvania
$689K +$29.9K +400 +5%
OA
766
Oxbow Advisors
Texas
$685K
PAG
767
Powers Advisory Group
Illinois
$682K +$11.1K +149 +2%
MFIM
768
Mesirow Financial Investment Management
Illinois
$680K +$299 +4 +0%
ACA
769
Atlas Capital Advisors
Wyoming
$679K +$710K +9,500 +118,750%
NIM
770
Northeast Investment Management
Massachusetts
$678K
IPW
771
Impact Partnership Wealth
Georgia
$678K +$434K +5,806 +158%
JPMIA
772
J.P. Marvel Investment Advisors
Massachusetts
$675K
SSB
773
Sandy Spring Bank
Maryland
$674K -$3.81K -51 -0.5%
MCM
774
MAI Capital Management
Ohio
$673K +$12.9K +173 +2%
FI
775
Fosun International
China
$670K

SYY Hedge Fund Activity: Q2 2024 in Review

1,430 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q2 2024, worth a combined $30B — down 11% from $33.7B a quarter earlier.

Sellers outnumbered buyers: 132 funds closed out of SYY and 110 opened new positions — a net loss of 22 holders — while 569 trimmed existing stakes and 523 added.

The largest buyer was Vanguard Group, adding an estimated $542M. The largest seller was Wellington Management Group, cutting an estimated $732M.

  • 1,430 institutional investors held Sysco (SYY) as of Q2 2024, down from 1,475 in Q1 2024.
  • Funds reported $30B of Sysco stock for Q2 2024, down 11% quarter-over-quarter.
  • 110 funds opened new Sysco positions in Q2 2024 and 132 closed out, a net change of -22 holders.
  • The largest Sysco buyer in Q2 2024 was Vanguard Group, an estimated $542M added.
  • The largest Sysco seller in Q2 2024 was Wellington Management Group, an estimated $732M sold.

Based on aggregated 13F filings for Q2 2024.