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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
AWM
901
Aberdeen Wealth Management
Illinois
$394K
NL
902
NWAM LLC
Washington
$393K -$4.81K -67 -1%
WC
903
Whitney & Co
New York
$393K -$10.8K -150 -2%
NME
904
Notis-McConarty Edward
$392K
PCS
905
Personal CFO Solutions
New Jersey
$391K +$14.2K +197 +3%
PA
906
Profund Advisors
Maryland
$388K -$52.5K -731 -11%
WIM
907
WealthPlan Investment Management
Nebraska
$388K -$3.99M -55,527 -90%
BHIA
908
Birch Hill Investment Advisors
Massachusetts
$386K
CMP
909
Coston McIsaac & Partners
Maine
$386K +$2.16K +30 +0.5%
LFAS
910
Level Four Advisory Services
Texas
$385K -$18.1K -252 -4%
TWC
911
TD Waterhouse Canada
Ontario, Canada
$385K -$1.55M -21,556 -79%
AAM
912
Aureus Asset Management
Massachusetts
$384K
SWM
913
Segment Wealth Management
Texas
$384K +$2.44K +34 +0.6%
BFO
914
Boston Family Office
Massachusetts
$384K
BIM
915
Baldwin Investment Management
Pennsylvania
$384K -$129K -1,800 -24%
DWA
916
Douglass Winthrop Advisors
New York
$383K
IFPG
917
Intrepid Financial Planning Group
Indiana
$378K
FPAS
918
Focus Partners Advisor Solutions
Missouri
$375K +$164K +2,277 +67%
AIM
919
Acropolis Investment Management
Missouri
$374K -$36.7K -511 -8%
KFP
920
KB Financial Partners
New Jersey
$374K +$5.17K +72 +1%
CNBT
921
Canandaigua National Bank & Trust
New York
$374K +$55.8K +777 +16%
LCM
922
Landscape Capital Management
New Jersey
$374K +$407K +5,658 New
CPSC
923
Carl P. Sherr & Co
Massachusetts
$372K
GLA
924
Good Life Advisors
Pennsylvania
$371K +$7.18K +100 +2%
RP
925
Riverwater Partners
Wisconsin
$370K +$403K +5,609 New

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.