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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
RL
826
Rogco LP
Oklahoma
$573K -$43K -576 -7%
BG
827
Bahl & Gaynor
Ohio
$571K +$44.8K +600 +8%
CFB
828
Cullen/Frost Bankers
Texas
$571K -$330K -4,413 -36%
WA
829
Waverly Advisors
Alabama
$567K +$307K +4,108 +107%
VFA
830
Voya Financial Advisors
Connecticut
$566K -$136K -1,818 -19%
FAIM
831
Financial Advocates Investment Management
Washington
$566K -$12.6K -169 -2%
BMC
832
Beaton Management Company
Massachusetts
$565K
PCIA
833
Prime Capital Investment Advisors
Kansas
$564K -$197K -2,634 -25%
KI
834
Kapitalo Investimentos
Brazil
$564K -$123K -1,641 -17%
MOS
835
MGO One Seven
Ohio
$562K -$76.2K -1,020 -11%
CCM
836
Coldstream Capital Management
Washington
$560K +$17.2K +230 +3%
DWM
837
Diversify Wealth Management
Utah
$560K +$561K +7,506 New
GA
838
Geller Advisors
New York
$559K +$12.2K +163 +2%
BFM
839
Boston Financial Management
Massachusetts
$552K -$52.5K -702 -8%
SC
840
Syon Capital
California
$546K -$17.3K -232 -3%
MA
841
Montag & Associates
Georgia
$544K
GWAM
842
Guardian Wealth Advisors (Minnesota)
Minnesota
$542K -$16K -214 -3%
NP
843
NorthRock Partners
Minnesota
$541K -$168K -2,243 -23%
ITIM
844
Indiana Trust & Investment Management
Indiana
$540K -$24.7K -330 -4%
LMKC
845
L.M. Kohn & Company
Ohio
$540K +$2.47K +33 +0.4%
FFC
846
First Financial Corp
Indiana
$537K +$7.85K +105 +1%
SRIM
847
Saratoga Research & Investment Management
California
$535K -$664K -8,891 -54%
BS
848
Banco Santander
Spain
$532K +$154K +2,065 +38%
FPAS
849
Focus Partners Advisor Solutions
Missouri
$532K +$6.35K +85 +1%
LIM
850
Loudon Investment Management
New Hampshire
$531K

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.