We are live on ! Find out more

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
IF
801
IRON Financial
Illinois
$618K +$6.35K +85 +1%
WS
802
Wedbush Securities
California
$616K -$35.6K -477 -5%
FNBT
803
FineMark National Bank & Trust
Florida
$616K -$10.5K -141 -2%
PCA
804
Pallas Capital Advisors
Massachusetts
$613K -$42.3K -566 -6%
CCG
805
Cypress Capital Group
Florida
$611K -$17.3K -231 -3%
TPI
806
Trust Point Inc
Wisconsin
$610K -$84.3K -1,128 -12%
MG
807
Mather Group
Illinois
$609K +$171K +2,288 +44%
WT
808
Whittier Trust
California
$609K -$137K -1,830 -18%
CNBT
809
Canandaigua National Bank & Trust
New York
$609K +$87.8K +1,175 +16%
ACP
810
Aveo Capital Partners
Colorado
$608K -$10.7K -143 -2%
FMC
811
First Merchants Corp
Indiana
$607K
HH
812
Hilltop Holdings
Texas
$603K +$66.5K +890 +12%
RMCM
813
Reynders McVeigh Capital Management
Massachusetts
$598K -$55.4K -741 -8%
NSEDCP
814
NJ State Employees Deferred Compensation Plan
New Jersey
$593K -$702K -9,400 -53%
ETC
815
Exchange Traded Concepts
Oklahoma
$592K +$29.6K +396 +5%
H
816
HoyleCohen
California
$591K +$75 +1 +0%
HOWA
817
Heritage Oak Wealth Advisors
Florida
$590K +$618K +8,266 New
HAIM
818
Hunter Associates Investment Management
Pennsylvania
$589K
OWA
819
Outlook Wealth Advisors
Texas
$587K -$2.39K -32 -0.4%
AWAU
820
Alliance Wealth Advisors (Utah)
Utah
$587K +$224 +3 +0%
RBC
821
Romano Brothers & Co
Illinois
$584K
MHIC
822
Marble Harbor Investment Counsel
Massachusetts
$584K -$26.5K -355 -4%
SC
823
Savant Capital
Illinois
$576K -$341K -4,569 -36%
SIA
824
SkyView Investment Advisors
New Jersey
$576K +$72.2K +966 +14%
HI
825
Horizon Investments
North Carolina
$576K +$3.14K +42 +0.5%

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.