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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
EWA
801
EP Wealth Advisors
California
$534K +$226K +3,145 +64%
SLI
802
Sumitomo Life Insurance
Japan
$534K -$18.5K -258 -3%
GWAM
803
Guardian Wealth Advisors (Minnesota)
Minnesota
$533K -$11.6K -161 -2%
IWA
804
IVC Wealth Advisors
Pennsylvania
$532K -$1.01K -14 -0.2%
LPU
805
Lansdowne Partners (UK)
United Kingdom
$530K +$576K +8,017 New
WI
806
Wintrust Investments
Illinois
$529K +$3.31K +46 +0.6%
BP
807
BBR Partners
New York
$528K +$574K +7,988 New
WANY
808
Wealthspire Advisors (New York)
New York
$526K +$11.9K +166 +2%
BMC
809
Beaton Management Company
Massachusetts
$523K
TWM
810
Tolleson Wealth Management
Texas
$522K
ST
811
Smithfield Trust
Pennsylvania
$522K +$17.8K +248 +3%
MCM
812
MAI Capital Management
Ohio
$521K -$16.2K -226 -3%
WS
813
Wedbush Securities
California
$520K -$36K -501 -6%
TAM
814
Tucker Asset Management
Colorado
$519K +$226K +3,147 +67%
GA
815
Geller Advisors
New York
$513K +$6.83K +95 +1%
BG
816
Bahl & Gaynor
Ohio
$512K -$14.3K -199 -3%
CCM
817
Coldstream Capital Management
Washington
$510K +$12.8K +178 +2%
BBA
818
Baader Bank Aktiengesellschaft
Germany
$507K +$12.7K +177 +2%
LIM
819
Loudon Investment Management
New Hampshire
$505K -$28.7K -400 -5%
MIM
820
Moseley Investment Management
Florida
$502K +$11.9K +165 +2%
CFD
821
Creative Financial Designs
Indiana
$500K +$22.1K +307 +4%
FBA
822
Front Barnett Associates
Illinois
$497K
THWM
823
Taylor Hoffman Wealth Management
Virginia
$497K -$15.4K -215 -3%
CT
824
Cambridge Trust
Massachusetts
$492K -$13.7K -190 -2%
BAMF
825
BI Asset Management Fondsmaeglerselskab
Denmark
$492K -$200K -2,782 -27%

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.