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Sysco
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Overview Fund Activity

1,467 hedge funds and large institutions have $33.4B invested in Sysco in 2024 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 503 increasing their positions, 590 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,467
Holders Change
+20
Holders Change %
+1.38%
% of All Funds
21.26%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.23%
New
140
Increased
503
Reduced
590
Closed
104
Calls
$181M
Puts
$85.8M
Net Calls
+$94.8M
Net Calls Change
-$64.4M

Top Buyers

1
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$326M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$285M
3
MBI
Montrusco Bolton Investments
Quebec, Canada
+$279M
4
Ameriprise
Ameriprise
Minnesota
+$176M
5
Capital World Investors
Capital World Investors
California
+$133M

Top Sellers

1
Aristotle Capital Management
Aristotle Capital Management
California
-$855M
2
Morgan Stanley
Morgan Stanley
New York
-$434M
3
Victory Capital Management
Victory Capital Management
Texas
-$234M
4
Swedbank
Swedbank
Sweden
-$161M
5
State Street
State Street
Massachusetts
-$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
801
LGT Financial Advisors
Texas
$697K +$4.55K +56 +0.7%
SIA
802
Strategic Investment Advisors
Michigan
$697K -$62.6K -771 -8%
IF
803
IRON Financial
Illinois
$696K +$696K +8,576 New
EFS
804
Essex Financial Services
Connecticut
$696K +$80.7K +994 +13%
MHIC
805
Marble Harbor Investment Counsel
Massachusetts
$693K +$7.47K +92 +1%
FMC
806
First Merchants Corp
Indiana
$690K -$34.5K -425 -5%
CFG
807
Citizens Financial Group
Rhode Island
$689K +$1.22K +15 +0.2%
CWM
808
Cornerstone Wealth Management
Missouri
$685K -$92.7K -1,142 -12%
BCV
809
Banque Cantonale Vaudoise
Switzerland
$685K -$363K -4,461 -35%
BFM
810
Boston Financial Management
Massachusetts
$685K -$152K -1,875 -18%
MAS
811
Meeder Advisory Services
Ohio
$679K +$11.4K +141 +2%
EWA
812
EP Wealth Advisors
California
$678K +$64.2K +791 +10%
OFS
813
OneAscent Financial Services
Alabama
$673K -$208K -2,556 -24%
H
814
HoyleCohen
California
$672K +$81 +1 +0%
HAIM
815
Hunter Associates Investment Management
Pennsylvania
$671K – – –
OWA
816
Outlook Wealth Advisors
Texas
$670K -$23.1K -285 -3%
OFG
817
OmniStar Financial Group
North Carolina
$669K +$260K +3,204 +64%
AWAU
818
Alliance Wealth Advisors (Utah)
Utah
$667K – – –
RBC
819
Romano Brothers & Co
Illinois
$664K – – –
IMCOOI
820
Investment Management Corp of Ontario (IMCO)
Canada
$661K -$292K -3,600 -31%
RP
821
Riverwater Partners
Wisconsin
$661K -$114K -1,410 -15%
BCM
822
Bayesian Capital Management
New York
$658K +$658K +8,100 New
AC
823
AXQ Capital
New Jersey
$658K +$658K +8,100 New
FAIM
824
Financial Advocates Investment Management
Washington
$657K +$7.39K +91 +1%
HWA
825
Heritage Wealth Advisors
Virginia
$656K -$56.8K -700 -8%
31 32
33
34 35