We are live on ! Find out more

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
JPWM
776
Jamison Private Wealth Management
Georgia
$575K +$626K +8,706 New
MHIC
777
Marble Harbor Investment Counsel
Massachusetts
$574K +$8.98K +125 +1%
MSFS
778
Main Street Financial Solutions
Pennsylvania
$574K +$359 +5 +0.1%
AP
779
Advisors Preferred
Maryland
$571K +$190K +2,638 +43%
ACP
780
Aveo Capital Partners
Colorado
$571K -$17.7K -247 -3%
FNBT
781
FineMark National Bank & Trust
Florida
$569K +$8.62K +120 +1%
SSW
782
Smith Shellnut Wilson
Mississippi
$564K
LFA
783
LGT Financial Advisors
Texas
$559K -$810K -11,267 -57%
SPFA
784
Summit Place Financial Advisors
New Jersey
$558K
BCV
785
Banque Cantonale Vaudoise
Switzerland
$556K -$147K -2,039 -19%
KI
786
Kapitalo Investimentos
Brazil
$555K +$604K +8,408 New
PCA
787
Pallas Capital Advisors
Massachusetts
$555K +$317K +4,410 +109%
CG
788
Caprock Group
Idaho
$553K -$2.66K -37 -0.4%
WPW
789
Waldron Private Wealth
Pennsylvania
$549K -$76.5K -1,064 -11%
ITIM
790
Indiana Trust & Investment Management
Indiana
$548K -$23.4K -325 -4%
HH
791
Hilltop Holdings
Texas
$548K +$52.1K +725 +10%
H
792
HoyleCohen
California
$547K -$7.11K -99 -1%
SWM
793
Spire Wealth Management
Virginia
$547K -$2.76M -38,445 -82%
APC
794
Aspire Private Capital
North Carolina
$544K +$27.1K +377 +5%
MAS
795
Meeder Advisory Services
Ohio
$543K -$6.18K -86 -1%
PCG
796
Prosperity Consulting Group
Maryland
$543K -$22K -306 -4%
WSTAM
797
Wilbanks Smith & Thomas Asset Management
Virginia
$541K +$9.56K +133 +2%
HAIM
798
Hunter Associates Investment Management
Pennsylvania
$538K
CWM
799
Cornerstone Wealth Management
Missouri
$538K +$9.56K +133 +2%
Bessemer Group
800
Bessemer Group
New Jersey
$536K -$485K -6,751 -45%

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.