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
RCAG
876
Rehmann Capital Advisory Group
Michigan
$414K -$29.6K -412 -6%
PTC
877
Private Trust Company
Ohio
$414K -$5.17K -72 -1%
WTB
878
Washington Trust Bank
Washington
$413K +$89.8K +1,250 +25%
MIM
879
Montgomery Investment Management
Maryland
$413K
WBC
880
West Branch Capital
Massachusetts
$412K +$1.65K +23 +0.4%
EW
881
Evoke Wealth
California
$408K -$2.3M -31,981 -84%
WMA
882
Wealth Management Associates
New Jersey
$407K +$34.5K +480 +8%
MS
883
Maven Securities
Jersey
$407K -$121K -1,683 -21%
SRIM
884
Saratoga Research & Investment Management
California
$407K +$442K +6,155 New
MG
885
Mather Group
Illinois
$406K -$7.54K -105 -2%
WP
886
WealthSource Partners
California
$405K +$5.89K +82 +1%
SCA
887
Snowden Capital Advisors
New York
$404K -$119K -1,660 -21%
WA
888
Waddell & Associates
Tennessee
$404K
IA
889
IFG Advisory
Georgia
$402K +$438K +6,089 New
MSS
890
Mitchell Sinkler & Starr
Pennsylvania
$402K +$51.7K +720 +13%
WTC
891
WhitTier Trust Company
Nevada
$401K
CCG
892
Cypress Capital Group
Florida
$400K -$3.59K -50 -0.8%
SC
893
Syon Capital
California
$399K +$434K +6,041 New
TIM
894
Thompson Investment Management
Wisconsin
$398K -$45.1K -628 -9%
MJP
895
Michael J. Puzo
$398K -$44.9K -625 -9%
GIP
896
Granite Investment Partners
California
$396K
CG
897
Corundum Group
Colorado
$396K
DC
898
DeDora Capital
California
$395K +$160K +2,222 +59%
HF
899
HRT Financial
New York
$394K -$612K -8,521 -59%
KA
900
Klingman & Associates
New York
$394K -$14.9K -207 -3%

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.