We are live on ! Find out more

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
JHP
851
James Hambro & Partners
United Kingdom
$462K
SFG
852
SevenBridge Financial Group
Pennsylvania
$459K -$11.9K -165 -2%
CPIG
853
Chicago Partners Investment Group
Illinois
$457K -$5.46K -76 -1%
CCFCSB
854
Cape Cod Five Cents Savings Bank
Massachusetts
$455K +$248K +3,449 +100%
PWMAG
855
Pinnacle Wealth Management Advisory Group
New Jersey
$454K -$40K -557 -8%
FIA
856
Foundations Investment Advisors
Arizona
$452K +$15.9K +221 +3%
WIC
857
Woodmont Investment Counsel
Tennessee
$448K -$21.6K -300 -4%
BFG
858
Beacon Financial Group
Texas
$447K -$4.6K -64 -1%
HI
859
Horizon Investments
North Carolina
$444K +$4.24K +59 +0.9%
CWP
860
Core Wealth Partners
California
$443K +$144 +2 +0%
RGF
861
Retirement Guys Formula
Ohio
$441K +$27.9K +388 +6%
MNBTD
862
Moody National Bank Trust Division
Texas
$437K +$18.8K +261 +4%
MGIA
863
Moneta Group Investment Advisors
Missouri
$436K -$45.6K -634 -9%
GEA
864
Glen Eagle Advisors
New Jersey
$436K -$10.7K -149 -2%
HTHT
865
Hemenway Trust Hemenway Trust
New Hampshire
$435K -$14.7K -205 -3%
AOWM
866
Alpha Omega Wealth Management
Virginia
$435K -$4.17K -58 -0.9%
WI
867
WJ Interests
Texas
$433K
GCM
868
Glaxis Capital Management
Florida
$423K
FFA
869
First Foundation Advisors
California
$423K -$8.41K -117 -2%
MCM
870
Manchester Capital Management
Vermont
$421K -$6.83K -95 -1%
MFA
871
Mayflower Financial Advisors
Massachusetts
$420K -$7.76K -108 -2%
BP
872
Ballentine Partners
Massachusetts
$419K -$391K -5,441 -46%
CIAS
873
Capital Investment Advisory Services
North Carolina
$419K +$71.3K +992 +19%
SIA
874
SkyView Investment Advisors
New Jersey
$418K -$181K -2,518 -28%
PMA
875
Prudent Man Advisors
Illinois
$414K -$10.2K -142 -2%

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.