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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
DBRC
776
D.B. Root & Company
Pennsylvania
$670K -$441K -5,896 -39%
BCV
777
Banque Cantonale Vaudoise
Switzerland
$669K +$71K +950 +11%
BFA
778
Brown Financial Advisors
Ohio
$669K +$700K +9,371 New
HIP
779
HUB Investment Partners
Texas
$666K -$14.3K -192 -2%
MTC
780
McDaniel Terry & Co
Texas
$664K +$5.46K +73 +0.8%
NPT
781
Nixon Peabody Trust
Massachusetts
$661K -$33.6K -450 -5%
AO
782
Advisor OS
Illinois
$659K +$207K +2,774 +43%
SFSG
783
Sound Financial Strategies Group
Mississippi
$659K +$689K +9,224 New
CWM
784
Cornerstone Wealth Management
Missouri
$657K +$57.2K +766 +9%
MSFS
785
Main Street Financial Solutions
Pennsylvania
$657K +$971 +13 +0.1%
PP
786
Prudential plc
United Kingdom
$657K +$278K +3,725 +68%
MWM
787
Modern Wealth Management
Kansas
$654K +$684K +9,159 New
TF
788
Tompkins Financial
New York
$653K
WBCM
789
Wilson & Boucher Capital Management
California
$653K -$18.7K -250 -3%
WPC
790
Waters Parkerson & Co
Louisiana
$643K -$26.2K -350 -4%
OFG
791
OmniStar Financial Group
North Carolina
$642K +$56.3K +753 +9%
LCWP
792
Legacy Capital Wealth Partners
Arkansas
$642K +$672K +8,989 New
BTC
793
Bank & Trust Company
Illinois
$638K +$668K +8,937 New
CPIG
794
Chicago Partners Investment Group
Illinois
$636K +$86.7K +1,160 +16%
ClearBridge Investments
795
ClearBridge Investments
New York
$634K -$71.4K -956 -10%
MIM
796
Marco Investment Management
Georgia
$630K
WPW
797
Waldron Private Wealth
Pennsylvania
$628K -$15.8K -211 -2%
JPWM
798
Jamison Private Wealth Management
Georgia
$623K +$598 +8 +0.1%
ST
799
Smithfield Trust
Pennsylvania
$622K -$6.72K -90 -1%
SIA
800
Strategic Investment Advisors
Michigan
$620K +$7.7K +103 +1%

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.